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 Q3	–	Sell	-336	Closed	-$37K	–	1703
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CX Institutional's FIW Position: Q3 2026 in Review

CX Institutional sold out of First Trust Water ETF (FIW) in Q3 2026, closing a stake of 336 shares — an estimated $37K sold.

CX Institutional first reported a position in FIW in Q2 2021 and held it in 8 quarters. The position peaked at $1.04M in Q1 2022. 196 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

CX Institutional reported no remaining First Trust Water ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 336 First Trust Water ETF shares in Q3 2026, an estimated $37K.
CX Institutional first reported a position in First Trust Water ETF in Q2 2021 and held it in 8 quarters.
CX Institutional's First Trust Water ETF position peaked at $1.04M in Q1 2022.
196 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.