Elevated Capital Advisors’s First Trust Water ETF FIW Stock Holding History

Elevated Capital Advisors’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	$85.4K	Buy	780 +2	+0.3%	+$211	0.02%	295
2026 Q1	$80.3K	Sell	778 -50	-6%	-$5.53K	0.02%	305
2025 Q4	$90K	Buy	+828	New	+$92.4K	0.02%	302
2022 Q1	$238K	Buy	+2,829	New	+$236K	0.08%	162
2021 Q3	$248K	Buy	+2,916	New	+$256K	0.09%	154

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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevated Capital Advisors's FIW Position: Q2 2026 in Review

Elevated Capital Advisors increased its First Trust Water ETF (FIW) stake by 0.26% in Q2 2026, buying an estimated $211 and bringing the position to 780 shares worth $85.4K. The position accounts for 0.02% of the portfolio, ranked #295.

Elevated Capital Advisors first reported a position in FIW in Q3 2021 and has held it in 5 quarters since. The position peaked at $248K in Q3 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Elevated Capital Advisors held 780 shares of First Trust Water ETF worth $85.4K as of Q2 2026.
Elevated Capital Advisors bought 2 First Trust Water ETF shares in Q2 2026, an estimated $211.
First Trust Water ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #295 holding.
Elevated Capital Advisors first reported a position in First Trust Water ETF in Q3 2021 and has held it in 5 quarters since.
Elevated Capital Advisors's First Trust Water ETF position peaked at $248K in Q3 2021.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.