First Trust Water ETFFIWETF

13F holders, Q1 2025 (March 31)
298holders +2
26new positions
19sold out
2famous investors
$100.67avg. 13F price*

At the end of Q1 2025, 298 institutions reported holding First Trust Water ETF (FIW) in their 13F filings, up 2 from Q4 2024. 26 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($105.4M), LPL Financial LLC ($85.1M) and Bank of America Corp. ($45.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$13.1M
Exits19$5.1M

All 13F filers, Q4 2024 → Q1 2025: 486,871 shares bought and 512,008 shares sold, net −25,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 298 holders

Morgan Stanley 0.01% Reduce -9.3% 1,046,970 $105.4M
LPL Financial LLC 0.03% Add +4.0% 844,947 $85.1M
Bank of America Corp. 0.00% Reduce -0.5% 446,536 $45.0M
Wells Fargo & Company 0.01% Reduce -11.4% 430,480 $43.4M
UBS Group AG 0.01% Reduce -4.7% 427,662 $43.1M
Commonwealth Equity Services, LLC 0.04% Add +5.9% 315,981 $31.8M
Raymond James Financial Inc. 0.01% Add +22.3% 227,482 $22.9M
Stifel Financial Corp. 0.02% Reduce -2.2% 199,254 $20.1M
Envestnet Asset Management Inc. 0.01% Reduce -0.3% 191,053 $19.2M
Royal Bank of Canada 0.00% Reduce -13.2% 181,874 $18.3M
Arax Advisory Partners 1.15% Add +3.5% 178,668 $18.0M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 172,089 $17.3M
1832 Asset Management L.P. 0.03% No change 159,323 $16.0M
Polianta Ltd 7.00% No change 143,900 $14.5M
Cetera Investment Advisers 0.03% Add +7.4% 133,513 $13.4M
Ameritas Advisory Services, LLC 0.48% Add +27.5% 117,982 $11.9M
Bank Hapoalim BM 1.67% No change 110,344 $11.1M
Truist Financial Corp. 0.02% Add +0.9% 106,754 $10.8M
Clearwater Capital Advisors, LLC 1.03% Add +3.1% 105,989 $10.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -27.0% 100,385 $10.1M
US Bancorp \de 0.01% Reduce -0.1% 80,775 $8.1M
Osaic Holdings, Inc. 0.02% Add +7.9% 74,084 $7.5M
Kestra Private Wealth Services, LLC 0.12% Add +4.9% 70,016 $7.1M
NewEdge Advisors, LLC 0.04% Add +8.4% 62,870 $6.3M
Kestra Advisory Services, LLC 0.03% Reduce -11.6% 62,471 $6.3M
Private Advisor Group, LLC 0.04% Reduce -10.1% 59,795 $6.0M
Benjamin Edwards Inc. 0.08% Add +51.2% 57,769 $5.8M
Oppenheimer & Co. Inc. 0.08% Reduce -11.1% 52,682 $5.3M
Avantax Advisory Services, Inc. 0.03% Reduce -39.3% 52,175 $5.3M
JPMorgan Chase & Co. 0.00% Add +2.2% 50,629 $5.1M
Janney Montgomery Scott LLC 0.01% Add +67.5% 50,454 $5.1M
Chicago Partners Investment Group LLC 0.17% Add +62.0% 49,346 $5.0M
White Pine Investment CO 1.32% Add +0.2% 48,618 $4.9M
Mainsail Financial Group, LLC 2.68% Add +5.6% 46,909 $4.7M
Susquehanna International Group, LLP 0.01% Add +285.0% 45,212 $4.6M
Wealthcare Advisory Partners LLC 0.11% Add +44.5% 42,419 $4.3M
Bank of Montreal 0.00% Add +3.4% 42,405 $4.3M
Sigma Planning Corp 0.13% Add +2.1% 41,930 $4.2M
Mariner, LLC 0.01% Add +2.9% 39,823 $4.0M
MML Investors Services, LLC 0.01% Reduce -23.4% 39,762 $4.0M
Prism Advisors, Inc. 1.21% Reduce -1.6% 38,990 $3.9M
Integrated Wealth Concepts LLC 0.05% Add +29.4% 38,480 $3.9M
Stegent Equity Advisors, Inc. 3.92% Reduce -4.0% 38,360 $3.9M
LexAurum Advisors, LLC 0.74% Add +2.7% 38,089 $3.8M
National Bank of Canada 0.00% Reduce -1.3% 37,398 $3.8M
Arkansas Financial Group, Inc. 0.64% Add +41.4% 39,288 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.4% 34,024 $3.4M
Steward Partners Investment Advisory, LLC 0.03% Reduce -3.0% 33,751 $3.4M
Raab & Moskowitz Asset Management LLC 0.83% Reduce -0.6% 32,712 $3.3M
Evelyn Partners Investment Management (Europe) Ltd 1.13% Reduce -7.2% 30,002 $3.0M
Citadel Advisors 0.00% New 28,239 $2.8M
Strategy Asset Managers LLC 0.57% Add +6.7% 27,487 $2.8M
Money Design Co.,Ltd. 0.14% Reduce -10.3% 27,281 $2.7M
Waverly Advisors, LLC 0.03% Reduce -0.7% 26,858 $2.7M
Comerica Bank 0.01% Reduce -1.7% 26,466 $2.7M
HighTower Advisors, LLC 0.00% Add +6.6% 25,998 $2.6M
Strategic Blueprint, LLC 0.14% Add +3.7% 25,903 $2.6M
&partners 0.03% Add +28.9% 25,530 $2.6M
M Holdings Securities, Inc. 0.41% Add +2.9% 24,593 $2.5M
Farrow Financial, Inc. 1.52% Add +1.3% 22,443 $2.3M
Arthur M. Cohen & Associates, LLC 0.43% Reduce -2.4% 22,356 $2.3M
Fiduciary Trust Co 0.03% Reduce -1.9% 19,922 $2.0M
Focus Partners Wealth 0.00% Add +10.6% 19,254 $1.9M
Eagle Strategies LLC 0.33% Reduce -36.0% 19,117 $1.9M
Stonebridge Financial Planning Group, LLC 0.84% Add +0.0% 18,185 $1.8M
Moors & Cabot, Inc. 0.09% Reduce -6.0% 17,678 $1.8M
Davis Investment Partners, LLC 0.78% No change 18,075 $1.8M
Financial Enhancement Group LLC 0.27% Add +14.9% 17,899 $1.8M
Summit Financial, LLC 0.05% Add +96.6% 16,706 $1.7M
Interactive Financial Advisors, Inc. 0.88% Reduce -2.8% 16,494 $1.7M
Sfmg, LLC 0.13% Add +0.2% 16,152 $1.6M
D.A. Davidson & Co. 0.01% Reduce -1.5% 16,122 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.2% 16,018 $1.6M
Cozad Asset Management Inc. 0.16% Reduce -1.4% 16,016 $1.6M
Acorn Wealth Advisors, LLC 0.67% Reduce -4.0% 15,919 $1.6M
Outlook Wealth Advisors, LLC 0.44% Add +31.5% 15,695 $1.6M
Cibc World Market Inc. 0.00% Add +1.6% 15,464 $1.6M
Sanctuary Advisors, LLC 0.01% Add +3.7% 15,453 $1.6M
WMG Financial Advisors, LLC 0.65% Reduce -1.6% 15,148 $1.5M
Stratos Investment Management, LLC 0.08% New 15,076 $1.5M
Cornerstone Management, Inc. 0.27% New 14,484 $1.5M
Proquility Private Wealth Partners, LLC 0.43% Add +114.1% 13,997 $1.4M
SFI Advisors, LLC 1.04% Add +38.2% 13,908 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -1.1% 13,815 $1.4M
Morey & Quinn Wealth Partners, LLC 1.12% Add +3.2% 13,461 $1.4M
Cutter & CO Brokerage, Inc. 0.31% Reduce -1.1% 13,049 $1.3M
Atria Wealth Solutions, Inc. 0.02% Reduce -6.4% 13,039 $1.3M
First Heartland Consultants, Inc. 0.13% Add +7.6% 12,790 $1.3M
Corrado Advisors, LLC 0.85% Add +6.2% 12,605 $1.3M
Cornerstone Wealth Management, LLC 0.09% Add +32.8% 12,535 $1.3M
Nilsine Partners, LLC 0.14% Reduce -8.4% 12,469 $1.3M
Mascoma Wealth Management LLC 0.31% Reduce -31.0% 12,298 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -2.3% 12,290 $1.2M
Modera Wealth Management, LLC 0.02% Reduce -7.3% 12,224 $1.2M
Csenge Advisory Group 0.07% Add +3.7% 12,301 $1.2M
Flagstar Securities, Inc. 0.30% Reduce -8.9% 11,575 $1.2M
StoneX Group Inc. 0.06% Add +7.4% 11,408 $1.1M
Virtue Capital Management, LLC 0.13% New 11,365 $1.1M
Ipsen Advisor Group LLC 0.97% Add +10.5% 11,163 $1.1M
PFG Advisors 0.06% Reduce -2.6% 10,885 $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 298 holders