Creative Planning’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $660K | Buy |
6,402
+1,744
| +37% | +$193K | ﹤0.01% | 2804 |
|
|
2025
Q4 | $506K | Sell |
4,658
-249
| -5% | -$27.8K | ﹤0.01% | 2832 |
|
|
2025
Q3 | $551K | Sell |
4,907
-112
| -2% | -$12.5K | ﹤0.01% | 2628 |
|
|
2025
Q2 | $542K | Sell |
5,019
-1,037
| -17% | -$107K | ﹤0.01% | 2401 |
|
|
2025
Q1 | $610K | Buy |
6,056
+9
| +0.1% | +$930 | ﹤0.01% | 2111 |
|
|
2024
Q4 | $617K | Buy |
6,047
+266
| +5% | +$28.6K | ﹤0.01% | 2037 |
|
|
2024
Q3 | $632K | Buy |
5,781
+149
| +3% | +$15.6K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $563K | Buy |
5,632
+574
| +11% | +$58.4K | ﹤0.01% | 1850 |
|
|
2024
Q1 | $516K | Buy |
5,058
+55
| +1% | +$5.28K | ﹤0.01% | 1831 |
|
|
2023
Q4 | $474K | Sell |
5,003
-37
| -0.7% | -$3.17K | ﹤0.01% | 1746 |
|
|
2023
Q3 | $417K | Buy |
5,040
+181
| +4% | +$15.9K | ﹤0.01% | 1684 |
|
|
2023
Q2 | $430K | Buy |
4,859
+536
| +12% | +$45K | ﹤0.01% | 1654 |
|
|
2023
Q1 | $362K | Sell |
4,323
-534
| -11% | -$44.2K | ﹤0.01% | 1679 |
|
|
2022
Q4 | $385K | Buy |
4,857
+85
| +2% | +$6.71K | ﹤0.01% | 1564 |
|
|
2022
Q3 | $343K | Buy |
4,772
+1,395
| +41% | +$109K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $243K | Sell |
3,377
-921
| -21% | -$70.5K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $362K | Buy |
4,298
+179
| +4% | +$14.9K | ﹤0.01% | 1512 |
|
|
2021
Q4 | $391K | Sell |
4,119
-697
| -14% | -$63.4K | ﹤0.01% | 1451 |
|
|
2021
Q3 | $410K | Buy |
4,816
+220
| +5% | +$19.3K | ﹤0.01% | 1402 |
|
|
2021
Q2 | $384K | Buy |
4,596
+392
| +9% | +$32.2K | ﹤0.01% | 1424 |
|
|
2021
Q1 | $329K | Buy |
+4,204
| New | +$319K | ﹤0.01% | 1738 |
|
|
2017
Q3 | – | Sell |
-871
| Closed | -$37K | – | 2503 |
|
|
2017
Q2 | $37K | Buy |
871
+704
| +422% | +$29.8K | ﹤0.01% | 2752 |
|
|
2017
Q1 | $7K | Hold |
167
| – | – | ﹤0.01% | 3787 |
|
|
2016
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 3759 |
|
|
2016
Q3 | $6K | Hold |
167
| – | – | ﹤0.01% | 3798 |
|
|
2016
Q2 | $6K | Hold |
167
| – | – | ﹤0.01% | 3537 |
|
|
2016
Q1 | $6K | Hold |
167
| – | – | ﹤0.01% | 3489 |
|
|
2015
Q4 | $5K | Hold |
167
| – | – | ﹤0.01% | 3664 |
|
|
2015
Q3 | $5K | Buy |
+167
| New | +$4.92K | ﹤0.01% | 3599 |
|
|
2015
Q2 | – | Sell |
-267
| Closed | -$8K | – | 1737 |
|
|
2015
Q1 | $8K | Buy |
267
+167
| +167% | +$5.35K | ﹤0.01% | 3304 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 3696 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3.32K | ﹤0.01% | 3511 |
|
Other funds holding FIW
PL
Creative Planning's FIW Position: Q1 2026 in Review
Creative Planning increased its First Trust Water ETF (FIW) stake by 37% in Q1 2026, buying an estimated $193K and bringing the position to 6,402 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.
Creative Planning first reported a position in FIW in Q3 2014 and has held it in 32 quarters since. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.
- Creative Planning held 6,402 shares of First Trust Water ETF worth $660K as of Q1 2026.
- Creative Planning bought 1,744 First Trust Water ETF shares in Q1 2026, an estimated $193K.
- First Trust Water ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2804 holding.
- Creative Planning first reported a position in First Trust Water ETF in Q3 2014 and has held it in 32 quarters since.
- 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.