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

Western 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	$1.18M	Buy	10,795 +78	+0.7%	+$8.22K	0.04%	431
2026 Q1	$1.11M	Sell	10,717 -127	-1%	-$14.1K	0.04%	415
2025 Q4	$1.18M	Buy	10,844 +3,685	+51%	+$411K	0.05%	306
2025 Q3	$804K	Sell	7,159 -539	-7%	-$60K	0.04%	343
2025 Q2	$831K	Buy	7,698 +498	+7%	+$51.3K	0.05%	312
2025 Q1	$725K	Sell	7,200 -429	-6%	-$44.3K	0.05%	308
2024 Q4	$779K	Sell	7,629 -45	-0.6%	-$4.84K	0.04%	356
2024 Q3	$839K	Buy	7,674 +95	+1%	+$9.94K	0.05%	342
2024 Q2	$758K	Buy	7,579 +437	+6%	+$44.4K	0.06%	276
2024 Q1	$729K	Buy	7,142 +40	+0.6%	+$3.84K	0.06%	280
2023 Q4	$673K	Buy	7,102 +48	+0.7%	+$4.12K	0.05%	346
2023 Q3	$584K	Buy	7,054 +29	+0.4%	+$2.55K	0.05%	353
2023 Q2	$622K	Sell	7,025 -1,045	-13%	-$87.7K	0.05%	332
2023 Q1	$675K	Sell	8,070 -3,344	-29%	-$277K	0.06%	302
2022 Q4	$906K	Sell	11,414 -13,402	-54%	-$1.06M	0.09%	238
2022 Q3	$1.78M	Buy	24,816 +3,201	+15%	+$250K	0.1%	200
2022 Q2	$1.55M	Buy	21,615 +157	+0.7%	+$12K	0.09%	227
2022 Q1	$1.81M	Buy	21,458 +10,892	+103%	+$909K	0.09%	216
2021 Q4	$1M	Buy	+10,566	New	+$961K	0.1%	198
2021 Q2	$726K	Buy	8,719 +3,394	+64%	+$279K	0.07%	274
2021 Q1	$416K	Buy	5,325 +784	+17%	+$59.5K	0.06%	325
2020 Q4	$327K	Buy	4,541 +164	+4%	+$11.1K	0.05%	332
2020 Q3	$265K	Sell	4,377 -6	-0.1%	-$356	0.04%	359
2020 Q2	$244K	Sell	4,383 -85	-2%	-$4.48K	0.04%	353
2020 Q1	$217K	Buy	4,468 +3	+0.1%	+$172	0.05%	326
2019 Q4	$268K	Buy	4,465 +72	+2%	+$4.13K	0.04%	334
2019 Q3	$245K	Buy	4,393 +2	+0%	+$110	0.05%	334
2019 Q2	$239K	Buy	4,391 +40	+0.9%	+$2.08K	0.03%	347
2019 Q1	$220K	Buy	+4,351	New	+$213K	0.05%	346

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

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

Western Wealth Management increased its First Trust Water ETF (FIW) stake by 0.73% in Q2 2026, buying an estimated $8.22K and bringing the position to 10,795 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #431.

Western Wealth Management first reported a position in FIW in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.81M in Q1 2022. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Western Wealth Management held 10,795 shares of First Trust Water ETF worth $1.18M as of Q2 2026.
Western Wealth Management bought 78 First Trust Water ETF shares in Q2 2026, an estimated $8.22K.
First Trust Water ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #431 holding.
Western Wealth Management first reported a position in First Trust Water ETF in Q1 2019 and has held it in 29 quarters since.
Western Wealth Management's First Trust Water ETF position peaked at $1.81M in Q1 2022.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.