KW
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KWB Wealth’s First Trust Water ETF FIW Stock Holding History

KWB Wealth’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,481
Closed -$270K – 176
2026
Q1 		$270K Sell
2,481
-293
-11% -$32.4K 0.03% 145
2025
Q4 		$301K Buy
2,774
+157
+6% +$17.5K 0.03% 145
2025
Q3 		$283K Buy
2,617
+89
+4% +$9.91K 0.03% 125
2025
Q2 		$255K Buy
+2,528
New +$260K 0.03% 138
2022
Q2 		– Sell
-2,212
Closed -$210K – 109
2022
Q1 		$210K Hold
2,212
– – 0.04% 85
2021
Q4 		$210K Buy
+2,212
New +$201K 0.03% 85

Other funds holding FIW

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

KWB Wealth's FIW Position: Q2 2026 in Review

KWB Wealth sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 2,481 shares — an estimated $270K sold.

KWB Wealth first reported a position in FIW in Q4 2021 and held it in 6 quarters. The position peaked at $301K in Q4 2025. 39 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • KWB Wealth reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 2,481 First Trust Water ETF shares in Q2 2026, an estimated $270K.
  • KWB Wealth first reported a position in First Trust Water ETF in Q4 2021 and held it in 6 quarters.
  • KWB Wealth's First Trust Water ETF position peaked at $301K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.