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RMG Wealth Management’s First Trust Water ETF FIW Stock Holding History

RMG Wealth Management’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 		$5.23K Buy
+50
New +$5.53K ﹤0.01% 378
2025
Q4 		– Sell
-50
Closed -$5.78K – 432
2025
Q3 		$5.78K Hold
50
– – ﹤0.01% 247
2025
Q2 		$5.45K Buy
+50
New +$5.15K ﹤0.01% 253

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

RMG Wealth Management's FIW Position: Q1 2026 in Review

RMG Wealth Management opened a new position in First Trust Water ETF (FIW) in Q1 2026: 50 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in FIW as recently as Q3 2025.

RMG Wealth Management first reported a position in FIW in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.78K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • RMG Wealth Management held 50 shares of First Trust Water ETF worth $5.23K as of Q1 2026.
  • First Trust Water ETF was a new RMG Wealth Management position in Q1 2026.
  • First Trust Water ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #378 holding.
  • RMG Wealth Management first reported a position in First Trust Water ETF in Q2 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's First Trust Water ETF position peaked at $5.78K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.