CCA
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Clearwater Capital Advisors’s First Trust Water ETF FIW Stock Holding History

Clearwater Capital 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 		$12.6M Buy
114,751
+1,794
+2% +$189K 0.92% 26
2026
Q1 		$11.6M Buy
112,957
+3,511
+3% +$388K 0.94% 26
2025
Q4 		$11.9M Buy
109,446
+2,298
+2% +$256K 0.99% 28
2025
Q3 		$12M Buy
107,148
+607
+0.6% +$67.6K 1.03% 27
2025
Q2 		$11.5M Buy
106,541
+552
+0.5% +$56.8K 1.05% 26
2025
Q1 		$10.7M Buy
105,989
+3,173
+3% +$328K 1.03% 24
2024
Q4 		$10.5M Sell
102,816
-70
-0.1% -$7.53K 1.03% 25
2024
Q3 		$11.2M Buy
102,886
+1,928
+2% +$202K 1.1% 23
2024
Q2 		$10.1M Sell
100,958
-1,818
-2% -$185K 1.07% 22
2024
Q1 		$10.5M Sell
102,776
-1,225
-1% -$118K 1.12% 22
2023
Q4 		$9.86M Sell
104,001
-3,745
-3% -$321K 1.1% 23
2023
Q3 		$8.92M Sell
107,746
-8,524
-7% -$750K 1.09% 23
2023
Q2 		$10.3M Sell
116,270
-2,865
-2% -$241K 1.23% 24
2023
Q1 		$9.96M Sell
119,135
-10,509
-8% -$870K 1.22% 24
2022
Q4 		$10.3M Sell
129,644
-227
-0.2% -$17.9K 1.34% 22
2022
Q3 		$9.32M Buy
129,871
+10,524
+9% +$821K 1.29% 25
2022
Q2 		$8.59M Sell
119,347
-7,645
-6% -$585K 1.17% 24
2022
Q1 		$10.7M Buy
126,992
+4,324
+4% +$361K 1.23% 24
2021
Q4 		$11.6M Sell
122,668
-151
-0.1% -$13.7K 1.28% 25
2021
Q3 		$10.5M Buy
122,819
+4,219
+4% +$370K 1.21% 25
2021
Q2 		$9.91M Buy
118,600
+5,764
+5% +$473K 1.15% 24
2021
Q1 		$8.82M Buy
112,836
+16,211
+17% +$1.23M 1.1% 23
2020
Q4 		$6.97M Buy
96,625
+13,087
+16% +$884K 0.92% 29
2020
Q3 		$5.05M Buy
83,538
+2,088
+3% +$124K 0.79% 30
2020
Q2 		$4.54M Buy
81,450
+27,445
+51% +$1.45M 0.76% 33
2020
Q1 		$2.58M Buy
54,005
+32,366
+150% +$1.85M 0.56% 37
2019
Q4 		$1.3M Buy
21,639
+2,663
+14% +$153K 0.22% 75
2019
Q3 		$1.06M Buy
18,976
+7,292
+62% +$400K 0.19% 98
2019
Q2 		$639K Buy
11,684
+3,632
+45% +$189K 0.12% 125
2019
Q1 		$411K Buy
+8,052
New +$394K 0.08% 152

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearwater Capital Advisors's FIW Position: Q2 2026 in Review

Clearwater Capital Advisors increased its First Trust Water ETF (FIW) stake by 1.6% in Q2 2026, buying an estimated $189K and bringing the position to 114,751 shares worth $12.6M. The position accounts for 0.92% of the portfolio, ranked #26.

Clearwater Capital Advisors first reported a position in FIW in Q1 2019 and has held it in 30 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Clearwater Capital Advisors held 114,751 shares of First Trust Water ETF worth $12.6M as of Q2 2026.
  • Clearwater Capital Advisors bought 1,794 First Trust Water ETF shares in Q2 2026, an estimated $189K.
  • First Trust Water ETF made up 0.92% of Clearwater Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Clearwater Capital Advisors first reported a position in First Trust Water ETF in Q1 2019 and has held it in 30 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.