Summit Place Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Summit Place Financial 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	$282K	Buy	+2,572	New	+$271K	0.12%	94

Other funds holding FIW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Summit Place Financial Advisors's FIW Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in First Trust Water ETF (FIW) in Q2 2026: 2,572 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #94 among its holdings.

131 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Summit Place Financial Advisors held 2,572 shares of First Trust Water ETF worth $282K as of Q2 2026.
First Trust Water ETF was a new Summit Place Financial Advisors position in Q2 2026.
First Trust Water ETF made up 0.12% of Summit Place Financial Advisors's portfolio in Q2 2026, its #94 holding.
131 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.