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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Selective Wealth Management's FIW Position: Q2 2026 in Review

Selective Wealth Management increased its First Trust Water ETF (FIW) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,855 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #108.

Selective Wealth Management first reported a position in FIW in Q4 2021 and has held it in 18 quarters since. The position peaked at $423K in Q1 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Selective Wealth Management held 2,855 shares of First Trust Water ETF worth $309K as of Q2 2026.
Selective Wealth Management bought 1 First Trust Water ETF share in Q2 2026, an estimated $105.
First Trust Water ETF made up 0.08% of Selective Wealth Management's portfolio in Q2 2026, its #108 holding.
Selective Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and has held it in 18 quarters since.
Selective Wealth Management's First Trust Water ETF position peaked at $423K in Q1 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.