Larson Financial Group
FIW icon

Larson Financial Group’s First Trust Water ETF FIW Stock Holding History

Larson Financial Group’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 		$135K Buy
1,306
+12
+0.9% +$1.3K ﹤0.01% 1109
2026
Q2 		$142K Sell
1,294
-83
-6% -$8.75K ﹤0.01% 1003
2026
Q1 		$142K Buy
1,377
+10
+0.7% +$1.11K ﹤0.01% 837
2025
Q4 		$149K Buy
1,367
+4
+0.3% +$446 ﹤0.01% 791
2025
Q3 		$153K Buy
1,363
+2
+0.1% +$223 0.01% 766
2025
Q2 		$147K Buy
1,361
+2
+0.1% +$206 0.01% 733
2025
Q1 		$137K Buy
1,359
+113
+9% +$11.7K 0.01% 707
2024
Q4 		$127K Buy
1,246
+59
+5% +$6.35K 0.01% 677
2024
Q3 		$130K Buy
1,187
+2
+0.2% +$209 0.01% 678
2024
Q2 		$119K Buy
1,185
+1,015
+597% +$103K 0.01% 606
2024
Q1 		$17.4K Buy
170
+1
+0.6% +$96 ﹤0.01% 918
2023
Q4 		$16.1K Hold
169
– – ﹤0.01% 904
2023
Q3 		$14K Hold
169
– – ﹤0.01% 911
2023
Q2 		$15K Hold
169
– – ﹤0.01% 817
2023
Q1 		$14.1K Hold
169
– – ﹤0.01% 827
2022
Q4 		$13.4K Buy
169
+1
+0.6% +$79 ﹤0.01% 779
2022
Q3 		$12K Hold
168
– – ﹤0.01% 743
2022
Q2 		$12K Hold
168
– – ﹤0.01% 664
2022
Q1 		$14K Buy
168
+39
+30% +$3.26K ﹤0.01% 582
2021
Q4 		$12K Hold
129
– – ﹤0.01% 633
2021
Q3 		$11K Hold
129
– – ﹤0.01% 572
2021
Q2 		$11K Hold
129
– – ﹤0.01% 530
2021
Q1 		$10K Buy
+129
New +$9.8K ﹤0.01% 540

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Larson Financial Group's FIW Position: Q3 2026 in Review

Larson Financial Group increased its First Trust Water ETF (FIW) stake by 0.93% in Q3 2026, buying an estimated $1.3K and bringing the position to 1,306 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Larson Financial Group first reported a position in FIW in Q1 2021 and has held it in 23 quarters since. The position peaked at $153K in Q3 2025. 276 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Larson Financial Group held 1,306 shares of First Trust Water ETF worth $135K as of Q3 2026.
  • Larson Financial Group bought 12 First Trust Water ETF shares in Q3 2026, an estimated $1.3K.
  • First Trust Water ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1109 holding.
  • Larson Financial Group first reported a position in First Trust Water ETF in Q1 2021 and has held it in 23 quarters since.
  • Larson Financial Group's First Trust Water ETF position peaked at $153K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.