Creative Financial Designs’s First Trust Water ETF FIW Stock Holding History

Creative Financial Designs’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	$116K	Buy	1,062 +781	+278%	+$82.4K	0.01%	756
2026 Q1	$28.9K	Buy	+281	New	+$31.1K	﹤0.01%	1085
2024 Q2	–	Sell	-12	Closed	-$1.23K	–	1674
2024 Q1	$1.23K	Hold	12	–	–	﹤0.01%	1532
2023 Q4	$1.14K	Hold	12	–	–	﹤0.01%	1489
2023 Q3	$993	Hold	12	–	–	﹤0.01%	1398
2023 Q2	$1.06K	Sell	12 -200	-94%	-$16.8K	﹤0.01%	1373
2023 Q1	$17.7K	Buy	212 +12	+6%	+$993	﹤0.01%	841
2022 Q4	$15.9K	Sell	200 -60	-23%	-$4.74K	﹤0.01%	811
2022 Q3	$19K	Sell	260 -115	-31%	-$8.97K	﹤0.01%	750
2022 Q2	$27K	Buy	375 +1	+0.3%	+$77	﹤0.01%	668
2022 Q1	$32K	Sell	374 -85	-19%	-$7.09K	﹤0.01%	658
2021 Q4	$44K	Buy	459 +75	+20%	+$6.82K	0.01%	597
2021 Q3	$33K	Sell	384 -6	-2%	-$526	0.01%	716
2021 Q2	$33K	Buy	+390	New	+$32K	0.01%	711

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

Creative Financial Designs's FIW Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Water ETF (FIW) stake by 278% in Q2 2026, buying an estimated $82.4K and bringing the position to 1,062 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #756.

Creative Financial Designs first reported a position in FIW in Q2 2021 and has held it in 14 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Creative Financial Designs held 1,062 shares of First Trust Water ETF worth $116K as of Q2 2026.
Creative Financial Designs bought 781 First Trust Water ETF shares in Q2 2026, an estimated $82.4K.
First Trust Water ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #756 holding.
Creative Financial Designs first reported a position in First Trust Water ETF in Q2 2021 and has held it in 14 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.