ARQ Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

ARQ Wealth Advisors’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	$1.14M	Buy	10,748 +1,859	+21%	+$196K	0.14%	112
2026 Q1	$917K	Buy	8,889 +1,464	+20%	+$162K	0.17%	101
2025 Q4	$807K	Buy	7,425 +1,040	+16%	+$116K	0.22%	67
2025 Q3	$717K	Buy	6,385 +784	+14%	+$87.3K	0.21%	70
2025 Q2	$564K	Hold	5,601	–	–	0.19%	66
2025 Q1	$564K	Buy	5,601 +1,004	+22%	+$104K	0.21%	61
2024 Q4	$469K	Buy	4,597 +498	+12%	+$53.6K	0.18%	71
2024 Q3	$441K	Buy	4,099 +320	+8%	+$33.5K	0.17%	67
2024 Q2	$378K	Buy	3,779 +485	+15%	+$49.3K	0.16%	67
2024 Q1	$336K	Buy	3,294 +587	+22%	+$56.3K	0.15%	72
2023 Q4	$257K	Buy	+2,707	New	+$232K	0.15%	55

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

ARQ Wealth Advisors's FIW Position: Q2 2026 in Review

ARQ Wealth Advisors increased its First Trust Water ETF (FIW) stake by 21% in Q2 2026, buying an estimated $196K and bringing the position to 10,748 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #112.

ARQ Wealth Advisors first reported a position in FIW in Q4 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

ARQ Wealth Advisors held 10,748 shares of First Trust Water ETF worth $1.14M as of Q2 2026.
ARQ Wealth Advisors bought 1,859 First Trust Water ETF shares in Q2 2026, an estimated $196K.
First Trust Water ETF made up 0.14% of ARQ Wealth Advisors's portfolio in Q2 2026, its #112 holding.
ARQ Wealth Advisors first reported a position in First Trust Water ETF in Q4 2023 and has held it in 11 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.