First Trust Water ETFFIWETF

13F holders, Q1 2024 (March 31)
264holders
1famous investor
$102.09avg. 13F price*

At the end of Q1 2024, 264 institutions reported holding First Trust Water ETF (FIW) in their 13F filings. The largest holders were Morgan Stanley ($108.7M), LPL Financial LLC ($64.8M) and Wells Fargo & Company ($43.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Water ETF
CUSIP
33733B100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 271Q2 2024Q3 2024: 283Q3 2024Q4 2024: 296Q4 2024Q1 2025: 298Q1 2025Q2 2025: 296Q2 2025Q3 2025: 295Q3 2025Q4 2025: 313Q4 2025Q1 2026: 307Q1 2026Q2 2026: 318Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$13.4M
Exits22$12.0M

Ownership 264 holders

Morgan Stanley 0.01% Reduce -3.8% 1,064,317 $108.7M
LPL Financial LLC 0.03% Add +6.8% 634,627 $64.8M
Wells Fargo & Company 0.01% Reduce -8.7% 425,808 $43.5M
Bank of America Corp. 0.00% Add +0.7% 361,512 $36.9M
UBS Group AG 0.01% Add +9.8% 338,452 $34.6M
Commonwealth Equity Services, LLC 0.05% Add +11.4% 302,766 $30.9M
Royal Bank of Canada 0.01% Add +19.9% 213,431 $21.8M
Envestnet Asset Management Inc. 0.01% Add +7.0% 184,237 $18.8M
Stifel Financial Corp. 0.02% Add +6.8% 181,732 $18.6M
1832 Asset Management L.P. 0.03% No change 175,599 $17.9M
Polianta Ltd 7.16% No change 143,900 $14.7M
Arax Advisory Partners 1.42% Add +2.2% 131,858 $13.5M
National Bank of Canada 0.02% Add +18.1% 125,629 $13.3M
Osaic Holdings, Inc. 0.03% Reduce -21.8% 126,805 $12.9M
Ameriprise Financial Inc. 0.00% Add +0.5% 112,007 $11.4M
Bank Hapoalim BM 1.52% Add +8.1% 110,344 $11.3M
Cetera Investment Advisers 0.03% Add +36.7% 110,123 $11.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -20.5% 107,862 $11.0M
Truist Financial Corp. 0.02% Add +6.6% 105,261 $10.7M
Clearwater Capital Advisors, LLC 1.12% Reduce -1.2% 102,776 $10.5M
Raymond James & Associates 0.01% Reduce -5.2% 90,451 $9.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +12.9% 83,271 $8.5M
US Bancorp \de 0.01% Reduce -0.0% 81,609 $8.3M
Avantax Advisory Services, Inc. 0.07% Add +85.2% 76,622 $7.8M
Private Advisor Group, LLC 0.05% Add +6.5% 70,155 $7.2M
Kestra Advisory Services, LLC 0.05% Add +4.9% 68,821 $7.0M
Oppenheimer & Co. Inc. 0.12% Add +49.3% 67,890 $6.9M
Money Design Co.,Ltd. 0.32% Reduce -24.2% 56,811 $5.8M
JPMorgan Chase & Co. 0.00% Reduce -0.6% 51,099 $5.2M
White Pine Investment CO 1.43% Add +1.8% 47,559 $4.9M
Florin Court Capital LLP 4.16% Add +56.1% 47,300 $4.8M
MML Investors Services, LLC 0.02% Add +4.6% 43,413 $4.4M
Gladstone Institutional Advisory LLC 0.24% Reduce -4.1% 43,012 $4.4M
Mainsail Financial Group, LLC 2.96% Add +0.6% 42,142 $4.3M
Stegent Equity Advisors, Inc. 4.34% Add +10.8% 41,829 $4.3M
Mariner, LLC 0.01% Reduce -5.7% 41,534 $4.2M
Prism Advisors, Inc. 1.23% Reduce -1.2% 40,039 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +4.4% 38,816 $4.0M
Benjamin F. Edwards & Company, Inc. 0.07% Add +0.3% 37,424 $3.8M
Sigma Planning Corp 0.12% Add +154.3% 37,129 $3.8M
Raab & Moskowitz Asset Management LLC 0.96% Add +0.9% 33,556 $3.4M
Bank of Montreal 0.00% Add +1.7% 32,745 $3.3M
Integrated Wealth Concepts LLC 0.05% Reduce -0.8% 31,571 $3.2M
LexAurum Advisors, LLC 0.79% Add +6.9% 30,509 $3.1M
Chicago Partners Investment Group LLC 0.13% Add +3.0% 30,796 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +13.0% 28,148 $2.9M
Wealthcare Advisory Partners LLC 0.09% Add +2.0% 27,183 $2.8M
NewEdge Advisors, LLC 0.02% Add +10.3% 26,816 $2.7M
Waverly Advisors, LLC 0.06% New 25,270 $2.6M
HighTower Advisors, LLC 0.00% Reduce -7.5% 24,877 $2.5M
Modera Wealth Management, LLC 0.04% Reduce -11.2% 24,004 $2.5M
Ameritas Advisory Services, LLC 0.10% Add +31.0% 23,447 $2.4M
M Holdings Securities, Inc. 0.40% Add +3.6% 23,179 $2.4M
Strategic Blueprint, LLC 0.17% Add +1.6% 23,055 $2.4M
Arthur M. Cohen & Associates, LLC 0.48% Add +0.0% 22,101 $2.3M
Stratos Wealth Advisors, LLC 0.13% Reduce -1.1% 22,033 $2.2M
Farrow Financial, Inc. 1.54% New 21,567 $2.2M
Fiduciary Trust Co 0.03% Add +0.5% 21,050 $2.1M
Comerica Bank 0.01% Add +1.1% 19,811 $2.0M
Stonebridge Financial Planning Group, LLC 1.06% Reduce -4.4% 19,544 $2.0M
Davis Investment Partners, LLC 0.86% No change 19,729 $2.0M
Acorn Wealth Advisors, LLC 0.95% Reduce -0.1% 17,862 $1.8M
Sfmg, LLC 0.15% Add +0.2% 17,310 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +3.1% 17,268 $1.8M
Janney Montgomery Scott LLC 0.01% Reduce -4.0% 17,127 $1.7M
Interactive Financial Advisors, Inc. 0.96% Add +287.3% 17,080 $1.7M
D.A. Davidson & Co. 0.02% Add +8.4% 16,962 $1.7M
Moors & Cabot, Inc. 0.09% Add +1.5% 16,723 $1.7M
Financial Enhancement Group LLC 0.27% Add +0.9% 16,409 $1.6M
Cibc World Market Inc. 0.00% Reduce -1.6% 15,459 $1.6M
Mascoma Wealth Management LLC 0.44% Reduce -34.3% 15,312 $1.6M
Kesler, Norman & Wride, LLC 0.32% Reduce -0.4% 14,751 $1.5M
Cozad Asset Management Inc. 0.15% Add +1.6% 14,215 $1.5M
WMG Financial Advisors, LLC 0.81% Add +0.1% 13,857 $1.4M
Cutter & CO Brokerage, Inc. 0.34% Add +3.1% 13,616 $1.4M
TAP Consulting, LLC 0.30% Reduce -4.0% 13,442 $1.4M
Nilsine Partners, LLC 0.18% Reduce -3.0% 13,138 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -1.3% 12,140 $1.2M
Bridge Advisory, LLC 0.61% Reduce -5.5% 12,131 $1.2M
Outlook Wealth Advisors, LLC 0.38% Add +148.6% 12,031 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -6.3% 11,973 $1.2M
Corrado Advisors, LLC 0.77% Add +1.1% 11,409 $1.2M
Flagstar Securities, Inc. 0.31% Add +40.5% 11,054 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -20.1% 11,041 $1.1M
Virtue Capital Management, LLC 0.20% Add +0.2% 11,255 $1.1M
Atria Investments, Inc 0.02% New 10,874 $1.1M
Focus Partners Wealth 0.01% New 11,150 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -4.8% 10,718 $1.1M
U.S. Capital Wealth Advisors, LLC 0.04% Add +5.5% 10,620 $1.1M
Cedar Brook Financial Partners, LLC 0.21% Reduce -0.9% 10,433 $1.1M
Csenge Advisory Group 0.06% New 10,001 $1.0M
PFG Advisors 0.07% Add +2.0% 9,935 $1.0M
Compound Planning, Inc. 0.09% Add +2.6% 9,642 $984K
MTM Investment Management, LLC 0.40% No change 9,580 $978K
Summit Financial, LLC 0.06% Add +29.8% 9,525 $972K
Sage Capital Management, LLC 0.52% Add +19.1% 9,374 $957K
Harbour Investments, Inc. 0.03% Add +30.7% 9,274 $947K
Clear Creek Financial Management, LLC 0.12% New 9,257 $945K
Oder Investment Management, LLC 0.86% Reduce -8.2% 9,056 $925K
B. Riley Wealth Advisors, Inc. 0.02% Add +8.2% 11,020 $912K

"% of holder's portfolio" is FIW's weight in each manager's 13F, not the share of First Trust Water ETF the manager owns.

Show all 264 holders