Concurrent Investment Advisors’s First Trust Water ETF FIW Stock Holding History

Concurrent Investment 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	$860K	Buy	7,853 +1,492	+23%	+$157K	0.01%	1088
2026 Q1	$656K	Buy	6,361 +1,399	+28%	+$155K	0.01%	1087
2025 Q4	$539K	Buy	4,962 +1,056	+27%	+$118K	0.01%	1116
2025 Q3	$439K	Buy	3,906 +418	+12%	+$46.5K	0.01%	967
2025 Q2	$377K	Buy	3,488 +434	+14%	+$44.7K	0.01%	962
2025 Q1	$308K	Buy	+3,054	New	+$316K	0.01%	910

Other funds holding FIW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Concurrent Investment Advisors's FIW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Water ETF (FIW) stake by 23% in Q2 2026, buying an estimated $157K and bringing the position to 7,853 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #1088.

Concurrent Investment Advisors first reported a position in FIW in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Concurrent Investment Advisors held 7,853 shares of First Trust Water ETF worth $860K as of Q2 2026.
Concurrent Investment Advisors bought 1,492 First Trust Water ETF shares in Q2 2026, an estimated $157K.
First Trust Water ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1088 holding.
Concurrent Investment Advisors first reported a position in First Trust Water ETF in Q1 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.