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Trust Company of Toledo’s First Trust Water ETF FIW Stock Holding History

Trust Company of Toledo’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 		– Sell
-100
Closed -$10.3K – 884
2026
Q1 		$10.3K Hold
100
– – ﹤0.01% 646
2025
Q4 		$10.9K Hold
100
– – ﹤0.01% 615
2025
Q3 		$11.2K Hold
100
– – ﹤0.01% 611
2025
Q2 		$10.8K Buy
+100
New +$10.3K ﹤0.01% 601

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PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company of Toledo's FIW Position: Q2 2026 in Review

Trust Company of Toledo sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 100 shares — an estimated $10.3K sold.

Trust Company of Toledo first reported a position in FIW in Q2 2025 and held it in 4 quarters. The position peaked at $11.2K in Q3 2025. 200 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Trust Company of Toledo reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Company of Toledo sold 100 First Trust Water ETF shares in Q2 2026, an estimated $10.3K.
  • Trust Company of Toledo first reported a position in First Trust Water ETF in Q2 2025 and held it in 4 quarters.
  • Trust Company of Toledo's First Trust Water ETF position peaked at $11.2K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.