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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Financial Designs's FIW Position: Q1 2026 in Review

Creative Financial Designs opened a new position in First Trust Water ETF (FIW) in Q1 2026: 281 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FIW as recently as Q1 2024.

Creative Financial Designs first reported a position in FIW in Q2 2021 and has held it in 13 quarters since. The position peaked at $44K in Q4 2021. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Creative Financial Designs held 281 shares of First Trust Water ETF worth $28.9K as of Q1 2026.
First Trust Water ETF was a new Creative Financial Designs position in Q1 2026.
First Trust Water ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1085 holding.
Creative Financial Designs first reported a position in First Trust Water ETF in Q2 2021 and has held it in 13 quarters since.
Creative Financial Designs's First Trust Water ETF position peaked at $44K in Q4 2021.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.