AMERIFLEX GROUP, INC. FIW — First Trust Water ETF

Ownership history in AMERIFLEX GROUP, INC.  ·  7 quarters on record

AI Ownership Summary

AMERIFLEX GROUP, INC. reported First Trust Water ETF (FIW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q2. The latest visible filing shows FIW at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERIFLEX GROUP, INC.'s position in First Trust Water ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FIW was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FIW stock page AMERIFLEX GROUP, INC. fund profile AMERIFLEX GROUP, INC. full holdings
How AMERIFLEX GROUP, INC. held FIW — position size vs. price
% of Fund (quarterly)    FIW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,961 +7,791 +4582.9% 0.36% $872K 2026-08-14 $111.86
2026 Q1 UNCHANGED — — — 170 — 0% 0.01% $18K 2026-05-15 $99.99
2025 Q4 REDUCED 50.0% -4.9% ✅ 170 -170 -50.0% 0.01% $18K 2026-02-18 $112.56
2025 Q3 ADDED — — — 340 +204 +150.0% 0.01% $38K 2025-11-12 $111.78
2025 Q2 UNCHANGED — — — 136 — 0% 0.01% $15K 2025-07-21 $107.45
2025 Q1 UNCHANGED — — — 136 — 0% 0.01% $14K 2025-05-15 $104.92
2024 Q4 INITIATED — — — 136 — — 0.01% $14K 2025-02-24 $102.06

🏢 Other funds also holding FIW

As of 2026 Q2 — sorted by position size

Polianta Ltd 3Y 7Y 3.62% Mainsail Financial Group, LLC 3Y 2.4% SACKS & ASSOCIATES, LLC 2.0% Farrow Financial, Inc. 1.35% Prism Advisors, Inc. 3Y 7Y 1.18% WILLIAM JOHN SEMPOLINSKI 1.18% White Pine Investment CO 3Y 7Y 1.15% BLVD Private Wealth, LLC 1.1% Ipsen Advisor Group LLC 3Y 0.96% LeClair Wealth Partners LLC 0.93%

FAQ About AMERIFLEX GROUP, INC. and FIW

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERIFLEX GROUP, INC. reported owning FIW?

AMERIFLEX GROUP, INC. reported FIW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FIW position in AMERIFLEX GROUP, INC.'s portfolio?

The largest reported portfolio weight for FIW was 0.36% in 2026 Q2.

What is the latest reported FIW position on this page?

The most recent filing on this page is 2026 Q2, when AMERIFLEX GROUP, INC. reported 7,961 shares, equal to 0.36% of portfolio, with an estimated market value of $872K.

What does the chart on this FIW ownership page compare?

The chart compares AMERIFLEX GROUP, INC.'s quarterly FIW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERIFLEX GROUP, INC. time their FIW position?

Based on 13F filing dates vs. subsequent FIW price moves, AMERIFLEX GROUP, INC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FIW relative to SPY over the holding period was -12.0%.

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