Regal Investment Advisors’s First Trust Water ETF FIW Stock Holding History

Regal Investment 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 Q1	$605K	Buy	5,867 +224	+4%	+$24.8K	0.03%	396
2025 Q4	$613K	Sell	5,643 -494	-8%	-$55.1K	0.04%	373
2025 Q3	$690K	Buy	6,137 +1,407	+30%	+$157K	0.04%	322
2025 Q2	$511K	Buy	4,730 +1,586	+50%	+$163K	0.04%	342
2025 Q1	$317K	Buy	3,144 +203	+7%	+$21K	0.03%	392
2024 Q4	$300K	Buy	2,941 +2	+0.1%	+$215	0.02%	406
2024 Q3	$321K	Buy	+2,939	New	+$307K	0.02%	437

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Regal Investment Advisors's FIW Position: Q1 2026 in Review

Regal Investment Advisors increased its First Trust Water ETF (FIW) stake by 4% in Q1 2026, buying an estimated $24.8K and bringing the position to 5,867 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #396.

Regal Investment Advisors first reported a position in FIW in Q3 2024 and has held it in 7 quarters since. The position peaked at $690K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Regal Investment Advisors held 5,867 shares of First Trust Water ETF worth $605K as of Q1 2026.
Regal Investment Advisors bought 224 First Trust Water ETF shares in Q1 2026, an estimated $24.8K.
First Trust Water ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #396 holding.
Regal Investment Advisors first reported a position in First Trust Water ETF in Q3 2024 and has held it in 7 quarters since.
Regal Investment Advisors's First Trust Water ETF position peaked at $690K in Q3 2025.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.