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Medallion Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

Medallion Wealth Advisors’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
Q1 		$30.9K Hold
300
– – 0.01% 573
2025
Q4 		$32.6K Sell
300
-137
-31% -$15.3K 0.01% 548
2025
Q3 		$49.1K Hold
437
– – 0.02% 472
2025
Q2 		$47.5K Sell
437
-23
-5% -$2.37K 0.02% 472
2025
Q1 		$46.4K Hold
460
– – 0.02% 441
2024
Q4 		$46.5K Buy
+460
New +$49.5K 0.02% 422

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Medallion Wealth Advisors's FIW Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Water ETF (FIW) position steady in Q1 2026 at 300 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #573.

Medallion Wealth Advisors first reported a position in FIW in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.1K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Medallion Wealth Advisors held 300 shares of First Trust Water ETF worth $30.9K as of Q1 2026.
  • Medallion Wealth Advisors left its First Trust Water ETF share count unchanged in Q1 2026.
  • First Trust Water ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #573 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Water ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Water ETF position peaked at $49.1K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.