CX Institutional’s First Trust Water ETF FIW Stock Holding History

CX Institutional’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	$37K	Buy	+336	New	+$35.4K	﹤0.01%	1030
2023 Q1	–	Sell	-9,090	Closed	-$721K	–	508
2022 Q4	$721K	Sell	9,090 -906	-9%	-$71.5K	0.04%	320
2022 Q3	$718K	Sell	9,996 -3,986	-29%	-$311K	0.05%	307
2022 Q2	$1.01M	Buy	13,982 +1,633	+13%	+$125K	0.08%	239
2022 Q1	$1.04M	Buy	12,349 +3,545	+40%	+$296K	0.08%	215
2021 Q4	$835K	Buy	8,804 +2,385	+37%	+$217K	0.07%	214
2021 Q3	$546K	Sell	6,419 -663	-9%	-$58.1K	0.04%	249
2021 Q2	$592K	Buy	+7,082	New	+$581K	0.05%	233

Other funds holding FIW

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CX Institutional's FIW Position: Q2 2026 in Review

CX Institutional opened a new position in First Trust Water ETF (FIW) in Q2 2026: 336 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: CX Institutional previously reported a position in FIW as recently as Q4 2022.

CX Institutional first reported a position in FIW in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2022. 65 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

CX Institutional held 336 shares of First Trust Water ETF worth $37K as of Q2 2026.
First Trust Water ETF was a new CX Institutional position in Q2 2026.
First Trust Water ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1030 holding.
CX Institutional first reported a position in First Trust Water ETF in Q2 2021 and has held it in 8 quarters since.
CX Institutional's First Trust Water ETF position peaked at $1.04M in Q1 2022.
65 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.