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

Selective 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	$302K	Sell	2,854 -425	-13%	-$47K	0.09%	102
2025 Q4	$380K	Buy	3,279 +1	+0%	+$112	0.12%	77
2025 Q3	$370K	Hold	3,278	–	–	0.12%	73
2025 Q2	$362K	Buy	3,278 +1	+0%	+$103	0.13%	70
2025 Q1	$316K	Hold	3,277	–	–	0.14%	72
2024 Q4	$337K	Buy	3,277 +1	+0%	+$108	0.14%	71
2024 Q3	$353K	Sell	3,276 -367	-10%	-$38.4K	0.15%	76
2024 Q2	$357K	Sell	3,643 -605	-14%	-$61.5K	0.16%	70
2024 Q1	$423K	Hold	4,248	–	–	0.18%	67
2023 Q4	$390K	Buy	4,248 +1	+0%	+$86	0.2%	57
2023 Q3	$347K	Buy	4,247 +305	+8%	+$26.8K	0.19%	58
2023 Q2	$346K	Buy	+3,942	New	+$331K	0.17%	69
2022 Q4	$295K	Sell	3,575 -561	-14%	-$44.3K	0.16%	86
2022 Q3	$297K	Buy	4,136 +1,320	+47%	+$103K	0.13%	95
2022 Q2	$203K	Buy	2,816 +777	+38%	+$59.5K	0.07%	140
2022 Q1	$172K	Sell	2,039 -600	-23%	-$50.1K	0.06%	150
2021 Q4	$250K	Buy	+2,639	New	+$240K	0.1%	102

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Selective Wealth Management reduced its First Trust Water ETF (FIW) stake by 13% in Q1 2026, selling an estimated $47K and leaving 2,854 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #102.

Selective Wealth Management first reported a position in FIW in Q4 2021 and has held it in 17 quarters since. The position peaked at $423K in Q1 2024. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Selective Wealth Management held 2,854 shares of First Trust Water ETF worth $302K as of Q1 2026.
Selective Wealth Management sold 425 First Trust Water ETF shares in Q1 2026, an estimated $47K.
First Trust Water ETF made up 0.09% of Selective Wealth Management's portfolio in Q1 2026, its #102 holding.
Selective Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and has held it in 17 quarters since.
Selective Wealth Management's First Trust Water ETF position peaked at $423K in Q1 2024.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Selective Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.