First Trust Water ETFFIWETF
13F holders, Q2 2024 (June 30)271holders +7
24new positions
20sold out
$99.67avg. 13F price*
At the end of Q2 2024, 271 institutions reported holding First Trust Water ETF (FIW) in their 13F filings, up 7 from Q1 2024. 24 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($109.0M), LPL Financial LLC ($69.4M) and Wells Fargo & Company ($50.7M).
- Company
- First Trust Water ETF
- CUSIP
- 33733B100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.8M |
| Exits | 20 | $4.8M |
All 13F filers, Q1 2024 → Q2 2024: 624,487 shares bought and 292,424 shares sold, net +332,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Morgan Stanley | 0.01% | Add +2.5% | 1,090,481 | $109.0M |
| LPL Financial LLC | 0.03% | Add +9.4% | 694,618 | $69.4M |
| Wells Fargo & Company | 0.01% | Add +19.0% | 506,775 | $50.7M |
| Bank of America Corp. | 0.00% | Add +9.9% | 397,390 | $39.7M |
| UBS Group AG | 0.01% | Add +2.3% | 346,283 | $34.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.1% | 312,016 | $31.2M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 212,448 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +14.6% | 208,167 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 186,040 | $18.6M |
| 1832 Asset Management L.P. | 0.03% | Reduce -7.2% | 163,001 | $16.3M |
| Polianta Ltd | 7.28% | No change | 143,900 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +68.8% | 140,524 | $14.1M |
| Arax Advisory Partners | 1.27% | Reduce -1.3% | 130,114 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +10.4% | 123,673 | $12.3M |
| Cetera Investment Advisers | 0.03% | Add +2.7% | 113,138 | $11.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.1% | 111,240 | $11.1M |
| Bank Hapoalim BM | 1.63% | No change | 110,344 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -4.0% | 101,085 | $10.1M |
| Clearwater Capital Advisors, LLC | 1.07% | Reduce -1.8% | 100,958 | $10.1M |
| Raymond James & Associates | 0.01% | Reduce -8.1% | 83,139 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 80,949 | $8.1M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.3% | 77,643 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.4% | 75,588 | $7.6M |
| D.A. Davidson & Co. | 0.07% | Add +340.5% | 74,711 | $7.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.5% | 72,601 | $7.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.0% | 69,481 | $6.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +1.0% | 68,564 | $6.9M |
| Mainsail Financial Group, LLC | 2.92% | Add +17.9% | 49,673 | $5.0M |
| White Pine Investment CO | 1.41% | Add +0.6% | 47,835 | $4.8M |
| Florin Court Capital LLP | 6.51% | No change | 47,300 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +4.8% | 45,494 | $4.5M |
| Money Design Co.,Ltd. | 0.23% | Reduce -25.3% | 42,448 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.22% | Reduce -2.6% | 41,882 | $4.2M |
| Stegent Equity Advisors, Inc. | 4.31% | Reduce -1.0% | 41,394 | $4.1M |
| National Bank of Canada | 0.01% | Reduce -67.0% | 41,505 | $4.1M |
| Mariner, LLC | 0.01% | Reduce -3.1% | 40,264 | $4.0M |
| Prism Advisors, Inc. | 1.21% | Reduce -0.1% | 40,001 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.0% | 39,993 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +1.5% | 37,697 | $3.8M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +0.4% | 37,564 | $3.8M |
| Bank of Montreal | 0.00% | Add +5.9% | 34,664 | $3.5M |
| Raab & Moskowitz Asset Management LLC | 0.90% | Reduce -1.2% | 33,168 | $3.3M |
| Chicago Partners Investment Group LLC | 0.13% | Add +0.0% | 30,805 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.6% | 32,406 | $3.2M |
| LexAurum Advisors, LLC | 0.79% | Add +5.0% | 32,045 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | New | 31,119 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 30,607 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +10.8% | 29,710 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +4.3% | 28,340 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.8% | 27,687 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +150.4% | 27,642 | $2.8M |
| Ameritas Advisory Services, LLC | 0.10% | Add +16.3% | 27,276 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Add +2.4% | 25,864 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 25,416 | $2.5M |
| M Holdings Securities, Inc. | 0.31% | Add +3.1% | 23,899 | $2.4M |
| Comerica Bank | 0.01% | Add +18.7% | 23,509 | $2.4M |
| Arthur M. Cohen & Associates, LLC | 0.43% | Add +5.3% | 23,280 | $2.3M |
| Strategic Blueprint, LLC | 0.16% | Add +0.3% | 23,129 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +1.8% | 22,426 | $2.2M |
| Farrow Financial, Inc. | 1.51% | Add +2.6% | 22,119 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 21,050 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Reduce -13.3% | 20,805 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.97% | Reduce -1.5% | 19,248 | $1.9M |
| Davis Investment Partners, LLC | 0.78% | Reduce -6.6% | 18,426 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.2% | 18,186 | $1.8M |
| Financial Enhancement Group LLC | 0.28% | Add +0.3% | 16,453 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Add +4.0% | 17,390 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.84% | Reduce -4.9% | 16,987 | $1.7M |
| Interactive Financial Advisors, Inc. | 0.93% | Reduce -1.7% | 16,790 | $1.7M |
| Sfmg, LLC | 0.14% | Reduce -5.5% | 16,360 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.5% | 16,318 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -1.3% | 15,259 | $1.5M |
| Focus Partners Wealth | 0.01% | Add +31.7% | 14,685 | $1.5M |
| WMG Financial Advisors, LLC | 0.79% | Add +8.4% | 15,023 | $1.5M |
| Cozad Asset Management Inc. | 0.15% | Add +4.4% | 14,836 | $1.5M |
| Mascoma Wealth Management LLC | 0.39% | Reduce -3.9% | 14,711 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.45% | Reduce -1.1% | 11,905 | $1.4M |
| Kesler, Norman & Wride, LLC | 0.30% | Reduce -3.8% | 14,192 | $1.4M |
| Private Advisory Group LLC | 0.18% | New | 13,800 | $1.4M |
| Cutter & CO Brokerage, Inc. | 0.33% | Add +0.2% | 13,643 | $1.4M |
| Nilsine Partners, LLC | 0.18% | Add +1.8% | 13,379 | $1.3M |
| TAP Consulting, LLC | 0.27% | Reduce -3.5% | 12,977 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +17.0% | 12,430 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +10.5% | 12,173 | $1.2M |
| Bridge Advisory, LLC | 0.60% | Add +0.2% | 12,151 | $1.2M |
| Flagstar Securities, Inc. | 0.33% | Add +9.5% | 12,101 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -0.8% | 12,040 | $1.2M |
| Virtue Capital Management, LLC | 0.20% | Reduce -0.1% | 11,247 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 11,824 | $1.2M |
| Arkansas Financial Group, Inc. | 0.21% | Add +238.7% | 11,791 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.0% | 11,731 | $1.2M |
| Corrado Advisors, LLC | 0.76% | Add +2.8% | 11,729 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +15.3% | 11,526 | $1.2M |
| Eagle Strategies LLC | 0.21% | New | 10,870 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +35.6% | 10,665 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +22.5% | 10,649 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +11.7% | 10,361 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 10,265 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.8% | 10,102 | $1.0M |
| PFG Advisors | 0.07% | Add +0.3% | 9,960 | $996K |
"% of holder's portfolio" is FIW's weight in each manager's 13F, not the share of First Trust Water ETF the manager owns.