Selective Wealth Management
FIW icon

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
Q3 		$306K Hold
2,855
– – 0.07% 116
2026
Q2 		$309K Buy
2,855
+1
+0% +$105 0.08% 108
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Selective Wealth Management's FIW Position: Q3 2026 in Review

Selective Wealth Management held its First Trust Water ETF (FIW) position steady in Q3 2026 at 2,855 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #116.

Selective Wealth Management first reported a position in FIW in Q4 2021 and has held it in 19 quarters since. The position peaked at $423K in Q1 2024. 141 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Selective Wealth Management held 2,855 shares of First Trust Water ETF worth $306K as of Q3 2026.
  • Selective Wealth Management left its First Trust Water ETF share count unchanged in Q3 2026.
  • First Trust Water ETF made up 0.07% of Selective Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Selective Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and has held it in 19 quarters since.
  • Selective Wealth Management's First Trust Water ETF position peaked at $423K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.