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First Trust ISE Water Index Fund shares owned by Carlson Financial

Quarter-by-quarter ownership of First Trust ISE Water Index Fund (FIW) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in First Trust ISE Water Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust ISE Water Index Fund held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust ISE Water Index Fund by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 2.6k 109.50
2026-03-31 $219k 2.1k 103.14
2025-12-31 $228k 2.1k 108.64

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View all positions for Carlson Financial

Top funds holding First Trust ISE Water Index Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Polianta
Stifel Financial
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Goodman & Company, Investment Counsel
Kestra Private Wealth Services
Ameriprise Financial

View all funds holding First Trust ISE Water Index Fund