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 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

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

Larson Financial Group's FIW Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Water ETF (FIW) stake by 6% in Q2 2026, selling an estimated $8.75K and leaving 1,294 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Larson Financial Group first reported a position in FIW in Q1 2021 and has held it in 22 quarters since. The position peaked at $153K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Larson Financial Group held 1,294 shares of First Trust Water ETF worth $142K as of Q2 2026.
Larson Financial Group sold 83 First Trust Water ETF shares in Q2 2026, an estimated $8.75K.
First Trust Water ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1003 holding.
Larson Financial Group first reported a position in First Trust Water ETF in Q1 2021 and has held it in 22 quarters since.
Larson Financial Group's First Trust Water ETF position peaked at $153K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.