Cambridge Advisors’s First Trust Water ETF FIW Stock Holding History

Cambridge 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	$232K	Buy	2,121 +1	+0%	+$105	0.04%	173
2026 Q1	$219K	Sell	2,120 -16	-0.7%	-$1.77K	0.04%	170
2025 Q4	$232K	Buy	2,136 +264	+14%	+$29.4K	0.04%	169
2025 Q3	$210K	Sell	1,872 -165	-8%	-$18.4K	0.04%	168
2025 Q2	$220K	Buy	2,037 +1	+0%	+$103	0.05%	167
2025 Q1	$205K	Buy	+2,036	New	+$210K	0.04%	175
2024 Q4	–	Sell	-1,956	Closed	-$214K	–	169
2024 Q3	$214K	Buy	+1,956	New	+$205K	0.05%	170
2022 Q2	–	Sell	-2,552	Closed	-$215K	–	183
2022 Q1	$215K	Buy	2,552 +277	+12%	+$23.1K	0.05%	172
2021 Q4	$216K	Buy	+2,275	New	+$207K	0.05%	175

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

Cambridge Advisors's FIW Position: Q2 2026 in Review

Cambridge Advisors increased its First Trust Water ETF (FIW) stake by 0.05% in Q2 2026, buying an estimated $105 and bringing the position to 2,121 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #173.

Cambridge Advisors first reported a position in FIW in Q4 2021 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Cambridge Advisors held 2,121 shares of First Trust Water ETF worth $232K as of Q2 2026.
Cambridge Advisors bought 1 First Trust Water ETF share in Q2 2026, an estimated $105.
First Trust Water ETF made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #173 holding.
Cambridge Advisors first reported a position in First Trust Water ETF in Q4 2021 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.