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Capital Investment Advisory Services’s First Trust Water ETF FIW Stock Holding History

Capital Investment Advisory Services’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 		$1.06M Buy
9,688
+412
+4% +$43.4K 0.07% 294
2026
Q1 		$957K Buy
9,276
+838
+10% +$92.7K 0.07% 265
2025
Q4 		$917K Buy
8,438
+3,052
+57% +$340K 0.06% 273
2025
Q3 		$605K Buy
+5,386
New +$600K 0.05% 325

Other funds holding FIW

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Investment Advisory Services's FIW Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust Water ETF (FIW) stake by 4.4% in Q2 2026, buying an estimated $43.4K and bringing the position to 9,688 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #294.

Capital Investment Advisory Services first reported a position in FIW in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Capital Investment Advisory Services held 9,688 shares of First Trust Water ETF worth $1.06M as of Q2 2026.
  • Capital Investment Advisory Services bought 412 First Trust Water ETF shares in Q2 2026, an estimated $43.4K.
  • First Trust Water ETF made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #294 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Water ETF in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.