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 Q2	$637K	Sell	5,820 -47	-0.8%	-$4.96K	0.03%	418
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 $1.89T 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

Regal Investment Advisors's FIW Position: Q2 2026 in Review

Regal Investment Advisors reduced its First Trust Water ETF (FIW) stake by 0.8% in Q2 2026, selling an estimated $4.96K and leaving 5,820 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #418.

Regal Investment Advisors first reported a position in FIW in Q3 2024 and has held it in 8 quarters since. The position peaked at $690K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Regal Investment Advisors held 5,820 shares of First Trust Water ETF worth $637K as of Q2 2026.
Regal Investment Advisors sold 47 First Trust Water ETF shares in Q2 2026, an estimated $4.96K.
First Trust Water ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #418 holding.
Regal Investment Advisors first reported a position in First Trust Water ETF in Q3 2024 and has held it in 8 quarters since.
Regal Investment Advisors's First Trust Water ETF position peaked at $690K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.