Clear Creek Financial Management’s First Trust Water ETF FIW Stock Holding History

Clear Creek Financial 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	$942K	Sell	8,597 -1,422	-14%	-$150K	0.06%	284
2026 Q1	$1.03M	Buy	10,019 +274	+3%	+$30.3K	0.08%	250
2025 Q4	$1.06M	Buy	9,745 +23	+0.2%	+$2.57K	0.09%	226
2025 Q3	$1.09M	Sell	9,722 -148	-1%	-$16.5K	0.09%	217
2025 Q2	$1.07M	Buy	9,870 +191	+2%	+$19.7K	0.1%	209
2025 Q1	$975K	Buy	9,679 +22	+0.2%	+$2.27K	0.1%	192
2024 Q4	$985K	Buy	9,657 +25	+0.3%	+$2.69K	0.11%	195
2024 Q3	$1.05M	Sell	9,632 -37	-0.4%	-$3.87K	0.12%	164
2024 Q2	$967K	Buy	9,669 +412	+4%	+$41.9K	0.12%	159
2024 Q1	$945K	Buy	+9,257	New	+$888K	0.12%	153

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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Creek Financial Management's FIW Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Water ETF (FIW) stake by 14% in Q2 2026, selling an estimated $150K and leaving 8,597 shares worth $942K. The position accounts for 0.06% of the portfolio, ranked #284.

Clear Creek Financial Management first reported a position in FIW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Clear Creek Financial Management held 8,597 shares of First Trust Water ETF worth $942K as of Q2 2026.
Clear Creek Financial Management sold 1,422 First Trust Water ETF shares in Q2 2026, an estimated $150K.
First Trust Water ETF made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #284 holding.
Clear Creek Financial Management first reported a position in First Trust Water ETF in Q1 2024 and has held it in 10 quarters since.
Clear Creek Financial Management's First Trust Water ETF position peaked at $1.09M in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.