First Trust Water ETFFIWETF

13F holders, Q4 2024 (December 31)
296holders +13
23new positions
20sold out
1famous investor
$102.06avg. 13F price*

At the end of Q4 2024, 296 institutions reported holding First Trust Water ETF (FIW) in their 13F filings, up 13 from Q3 2024. 23 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($117.8M), LPL Financial LLC ($83.0M) and Wells Fargo & Company ($49.6M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$9.2M
Exits20$7.2M

All 13F filers, Q3 2024 → Q4 2024: 471,642 shares bought and 301,822 shares sold, net +169,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Morgan Stanley 0.01% Add +4.3% 1,154,409 $117.8M
LPL Financial LLC 0.03% Add +11.3% 812,862 $83.0M
Wells Fargo & Company 0.01% Reduce -1.1% 485,632 $49.6M
Bank of America Corp. 0.00% Add +5.3% 448,892 $45.8M
UBS Group AG 0.01% Reduce -0.9% 448,753 $45.8M
Commonwealth Equity Services, LLC 0.04% Add +0.6% 298,442 $30.5M
Royal Bank of Canada 0.00% Reduce -16.1% 209,596 $21.4M
Stifel Financial Corp. 0.02% Reduce -0.5% 203,756 $20.8M
Envestnet Asset Management Inc. 0.01% Reduce -3.6% 191,540 $19.5M
Raymond James Financial Inc. 0.01% — 186,065 $19.0M
Ameriprise Financial Inc. 0.00% Add +29.9% 176,131 $18.0M
Arax Advisory Partners 1.11% Add +2.4% 172,605 $17.6M
1832 Asset Management L.P. 0.03% Reduce -0.2% 159,323 $16.3M
Polianta Ltd 7.02% No change 143,900 $14.7M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -2.3% 137,485 $14.0M
Cetera Investment Advisers 0.03% Add +2.8% 124,343 $12.7M
Bank Hapoalim BM 1.90% No change 110,344 $11.3M
Truist Financial Corp. 0.02% Add +8.4% 105,799 $10.8M
Clearwater Capital Advisors, LLC 1.03% Reduce -0.1% 102,816 $10.5M
Ameritas Advisory Services, LLC 0.33% Add +28.2% 92,560 $9.4M
Avantax Advisory Services, Inc. 0.06% Add +6.0% 85,996 $8.8M
US Bancorp \de 0.01% Add +0.1% 80,880 $8.3M
Kestra Advisory Services, LLC 0.04% Add +1.7% 70,641 $7.2M
Osaic Holdings, Inc. 0.02% Add +2.1% 68,635 $7.0M
Kestra Private Wealth Services, LLC 0.12% Add +8.5% 66,723 $6.8M
Private Advisor Group, LLC 0.04% Add +1.3% 66,473 $6.8M
Oppenheimer & Co. Inc. 0.09% Add +0.9% 59,248 $6.0M
NewEdge Advisors, LLC 0.04% Add +1.8% 57,990 $5.9M
MML Investors Services, LLC 0.02% Reduce -5.0% 51,923 $5.3M
JPMorgan Chase & Co. 0.00% Add +43.5% 49,548 $5.1M
White Pine Investment CO 1.34% Add +1.8% 48,518 $5.0M
Mainsail Financial Group, LLC 2.63% Add +3.9% 44,424 $4.5M
Sigma Planning Corp 0.13% Add +6.7% 41,052 $4.2M
Bank of Montreal 0.00% Add +3.3% 41,008 $4.2M
Stegent Equity Advisors, Inc. 4.14% Add +0.5% 39,962 $4.1M
Prism Advisors, Inc. 1.21% Reduce -0.7% 39,639 $4.0M
Mariner, LLC 0.01% Add +0.7% 38,698 $3.9M
Benjamin Edwards Inc. 0.06% Add +2.8% 38,201 $3.9M
National Bank of Canada 0.01% Add +2.7% 37,889 $3.9M
LexAurum Advisors, LLC 0.76% Add +12.7% 37,100 $3.8M
Gladstone Institutional Advisory LLC 0.17% Reduce -10.5% 35,194 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -10.0% 34,788 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 32,911 $3.4M
Raab & Moskowitz Asset Management LLC 0.82% Reduce -0.4% 32,906 $3.4M
Evelyn Partners Investment Management (Europe) Ltd 1.20% — 32,339 $3.3M
Money Design Co.,Ltd. 0.16% Reduce -14.3% 30,405 $3.1M
Chicago Partners Investment Group LLC 0.10% Add +0.7% 30,452 $3.1M
Janney Montgomery Scott LLC 0.01% Add +88.8% 30,114 $3.1M
Eagle Strategies LLC 0.53% Add +188.3% 29,894 $3.1M
Integrated Wealth Concepts LLC 0.04% Add +0.8% 29,741 $3.0M
Wealthcare Advisory Partners LLC 0.08% Add +2.0% 29,361 $3.0M
Arkansas Financial Group, Inc. 0.46% Add +48.2% 27,777 $2.8M
Waverly Advisors, LLC 0.04% Add +1.1% 27,056 $2.8M
Comerica Bank 0.01% Add +9.1% 26,935 $2.7M
Strategy Asset Managers LLC 0.51% Add +3.2% 25,770 $2.6M
Strategic Blueprint, LLC 0.15% Add +4.3% 24,968 $2.5M
HighTower Advisors, LLC 0.00% Add +0.1% 24,396 $2.5M
Independent Advisor Alliance 0.03% New 23,911 $2.4M
M Holdings Securities, Inc. 0.39% Reduce -3.6% 23,903 $2.4M
Arthur M. Cohen & Associates, LLC 0.41% Reduce -1.8% 22,904 $2.3M
Stratos Wealth Advisors, LLC 0.11% Reduce -0.1% 22,204 $2.3M
Farrow Financial, Inc. 1.47% Add +0.4% 22,151 $2.3M
Fiduciary Trust Co 0.03% Reduce -2.8% 20,298 $2.1M
&partners 0.02% Add +32.5% 19,812 $2.0M
Moors & Cabot, Inc. 0.09% Add +4.2% 18,815 $1.9M
Stonebridge Financial Planning Group, LLC 0.83% Add +0.0% 18,183 $1.9M
Mascoma Wealth Management LLC 0.46% Add +3.1% 17,833 $1.8M
Davis Investment Partners, LLC 0.76% Reduce -4.4% 18,075 $1.8M
Focus Partners Wealth 0.00% New 17,414 $1.8M
Interactive Financial Advisors, Inc. 0.91% Reduce -0.3% 16,968 $1.7M
Acorn Wealth Advisors, LLC 0.70% Reduce -1.6% 16,583 $1.7M
D.A. Davidson & Co. 0.01% Reduce -77.9% 16,362 $1.7M
Cozad Asset Management Inc. 0.15% Add +11.1% 16,250 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +1.8% 16,209 $1.7M
Sfmg, LLC 0.13% Reduce -4.2% 16,124 $1.6M
Financial Enhancement Group LLC 0.24% Add +12.3% 15,573 $1.6M
Sanctuary Advisors, LLC 0.01% Add +9.4% 14,899 $1.6M
WMG Financial Advisors, LLC 0.68% Add +1.1% 15,387 $1.6M
Cibc World Market Inc. 0.00% Reduce -0.4% 15,222 $1.6M
Goldman Sachs Group Inc. 0.00% Add +275.1% 14,238 $1.5M
Kesler, Norman & Wride, LLC 0.31% Reduce -0.6% 14,051 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +4.9% 13,975 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +9.3% 13,936 $1.4M
Nilsine Partners, LLC 0.15% Reduce -0.5% 13,612 $1.4M
Cutter & CO Brokerage, Inc. 0.33% Reduce -0.6% 13,200 $1.3M
Modera Wealth Management, LLC 0.02% Reduce -18.6% 13,190 $1.3M
Morey & Quinn Wealth Partners, LLC 1.13% — 13,043 $1.3M
Flagstar Securities, Inc. 0.32% Add +2.6% 12,713 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +4.2% 12,580 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -0.1% 12,318 $1.3M
TAP Consulting, LLC 0.26% Reduce -5.3% 12,265 $1.3M
Outlook Wealth Advisors, LLC 0.35% Reduce -5.0% 11,938 $1.2M
First Heartland Consultants, Inc. 0.12% Add +11.9% 11,885 $1.2M
Corrado Advisors, LLC 0.79% Add +0.9% 11,869 $1.2M
Csenge Advisory Group 0.07% Add +2.4% 11,861 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -55.1% 11,743 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -9.2% 11,729 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -14.3% 11,495 $1.2M
PFG Advisors 0.07% Add +2.9% 11,177 $1.1M
Harbour Investments, Inc. 0.03% Add +6.6% 10,743 $1.1M

"% 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 296 holders