First Trust Water ETFFIWETF

13F holders, Q2 2025 (June 30)
296holders −2
23new positions
24sold out
1famous investor
$107.60avg. 13F price*

At the end of Q2 2025, 296 institutions reported holding First Trust Water ETF (FIW) in their 13F filings, down 2 from Q1 2025. 23 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($119.3M), LPL Financial LLC ($94.2M) and Bank of America Corp. ($50.7M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$14.0M
Exits24$9.7M

All 13F filers, Q1 2025 → Q2 2025: 497,834 shares bought and 370,697 shares sold, net +127,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Morgan Stanley 0.01% Add +5.5% 1,104,437 $119.3M
LPL Financial LLC 0.03% Add +3.3% 872,711 $94.2M
Bank of America Corp. 0.00% Add +5.1% 469,117 $50.7M
UBS Group AG 0.01% Reduce -2.9% 415,298 $44.8M
Wells Fargo & Company 0.01% Reduce -7.7% 397,458 $42.9M
Commonwealth Equity Services, LLC 0.04% Reduce -3.0% 306,495 $33.1M
Raymond James Financial Inc. 0.01% Reduce -3.2% 220,127 $23.8M
Stifel Financial Corp. 0.02% Add +6.4% 211,978 $22.9M
Envestnet Asset Management Inc. 0.01% Add +4.2% 199,163 $21.5M
Royal Bank of Canada 0.00% Reduce -0.1% 181,687 $19.6M
Arax Advisory Partners 0.90% Add +1.0% 180,413 $19.5M
Ameriprise Financial Inc. 0.00% Reduce -2.5% 167,713 $18.1M
1832 Asset Management L.P. 0.03% Add +2.6% 163,547 $17.7M
Polianta Ltd 6.70% No change 143,900 $15.5M
Cetera Investment Advisers 0.02% Reduce -0.8% 132,412 $14.3M
Ameritas Advisory Services, LLC 0.67% Add +1.5% 119,704 $12.9M
Clearwater Capital Advisors, LLC 1.05% Add +0.5% 106,541 $11.5M
Truist Financial Corp. 0.02% Reduce -1.9% 104,676 $11.3M
Bank Hapoalim BM 1.59% No change 110,344 $11.1M
Osaic Holdings, Inc. 0.02% Add +31.5% 97,421 $10.5M
Kestra Private Wealth Services, LLC 0.14% Add +31.8% 92,285 $10.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -13.3% 87,016 $9.4M
Prism Advisors, Inc. 1.97% Add +64.2% 64,020 $6.9M
US Bancorp \de 0.01% Reduce -21.5% 63,382 $6.8M
Kestra Advisory Services, LLC 0.03% Reduce -3.5% 60,313 $6.5M
Private Advisor Group, LLC 0.03% Add +0.2% 59,915 $6.5M
Avantax Advisory Services, Inc. 0.03% Reduce -1.3% 51,506 $5.6M
Janney Montgomery Scott LLC 0.01% Add +1.5% 51,208 $5.5M
Chicago Partners Investment Group LLC 0.16% Reduce -0.3% 49,204 $5.4M
Mainsail Financial Group, LLC 2.41% Add +2.4% 48,050 $5.2M
White Pine Investment CO 1.29% Reduce -1.7% 47,790 $5.2M
Wealthcare Advisory Partners LLC 0.12% Add +11.0% 47,072 $5.1M
Oppenheimer & Co. Inc. 0.07% Reduce -11.8% 46,476 $5.0M
Sigma Planning Corp 0.14% Add +4.4% 43,790 $4.7M
Modern Wealth Management, LLC 0.12% New 43,309 $4.7M
Bank of Montreal 0.00% Reduce -0.7% 42,102 $4.5M
Mariner, LLC 0.01% Add +1.0% 40,232 $4.3M
Arkansas Financial Group, Inc. 0.66% Add +0.4% 39,441 $4.3M
MML Investors Services, LLC 0.01% Reduce -1.4% 39,186 $4.2M
LexAurum Advisors, LLC 0.67% Add +2.8% 39,158 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -14.8% 38,527 $4.2M
Integrated Wealth Concepts LLC 0.04% Reduce -1.5% 37,918 $4.1M
Stegent Equity Advisors, Inc. 3.62% Reduce -1.3% 37,878 $4.1M
National Bank of Canada 0.00% Reduce -1.1% 36,988 $4.0M
Benjamin Edwards Inc. 0.05% Reduce -37.5% 36,080 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 35,032 $3.8M
NewEdge Advisors, LLC 0.02% Reduce -47.3% 33,133 $3.6M
Raab & Moskowitz Asset Management LLC 0.84% Add +0.1% 32,762 $3.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -6.0% 31,739 $3.4M
Strategic Blueprint, LLC 0.15% Add +9.8% 28,446 $3.1M
&partners 0.02% Add +11.0% 28,342 $3.1M
Evelyn Partners Investment Management (Europe) Ltd 1.10% Reduce -5.7% 28,292 $3.1M
Strategy Asset Managers LLC 0.56% Add +1.2% 27,824 $3.0M
Comerica Bank 0.01% Add +2.6% 27,154 $2.9M
JPMorgan Chase & Co. 0.00% Reduce -48.1% 26,267 $2.8M
HighTower Advisors, LLC 0.00% Add +1.0% 26,254 $2.8M
M Holdings Securities, Inc. 0.48% Add +4.5% 25,689 $2.8M
Waverly Advisors, LLC 0.03% Reduce -4.8% 25,581 $2.8M
Money Design Co.,Ltd. 0.13% Reduce -9.2% 24,784 $2.7M
Fortitude Financial, LLC 2.18% New 47,223 $2.5M
Prospera Financial Services Inc 0.05% Add +225.3% 22,639 $2.5M
Farrow Financial, Inc. 1.48% Add +0.7% 22,590 $2.4M
Arthur M. Cohen & Associates, LLC 0.43% Reduce -0.2% 22,306 $2.4M
Summit Financial, LLC 0.05% Add +29.4% 21,613 $2.3M
Stratos Investment Management, LLC 0.10% Add +37.9% 20,782 $2.2M
Gallagher Fiduciary Advisors, LLC 0.08% Add +517.8% 19,905 $2.1M
Focus Partners Wealth 0.00% Add +3.3% 19,880 $2.1M
Atria Investments, Inc 0.03% Add +579.4% 19,580 $2.1M
Davis Investment Partners, LLC 0.75% Add +5.3% 19,028 $2.1M
Fiduciary Trust Co 0.02% Reduce -6.2% 18,682 $2.0M
RFG - Bristol Wealth Advisors, LLC 0.62% Add +100.7% 18,654 $2.0M
Financial Enhancement Group LLC 0.28% Add +0.6% 18,007 $2.0M
Sanctuary Advisors, LLC 0.01% Add +16.8% 18,050 $1.9M
Moors & Cabot, Inc. 0.09% Add +0.7% 17,794 $1.9M
Stonebridge Financial Planning Group, LLC 0.78% Reduce -5.4% 17,207 $1.9M
Cozad Asset Management Inc. 0.16% Add +5.1% 16,838 $1.8M
Interactive Financial Advisors, Inc. 0.87% Add +0.1% 16,511 $1.8M
Sfmg, LLC 0.13% Add +1.0% 16,319 $1.8M
Acorn Wealth Advisors, LLC 0.64% Reduce -0.1% 15,900 $1.7M
Cornerstone Wealth Management, LLC 0.10% Add +26.8% 15,888 $1.7M
Eagle Strategies LLC 0.26% Reduce -17.5% 15,775 $1.7M
Outlook Wealth Advisors, LLC 0.44% Add +0.3% 15,735 $1.7M
D.A. Davidson & Co. 0.01% Reduce -2.9% 15,659 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.6% 15,441 $1.7M
Simon Quick Advisors, LLC 0.08% New 14,838 $1.6M
Cibc World Market Inc. 0.00% Reduce -4.2% 14,819 $1.6M
Equitable Holdings, Inc. 0.01% Add +69.3% 14,616 $1.6M
WMG Financial Advisors, LLC 0.58% Reduce -4.3% 14,494 $1.6M
Cornerstone Management, Inc. 0.27% Reduce -0.6% 14,395 $1.6M
Corrado Advisors, LLC 0.89% Add +6.9% 13,472 $1.5M
Element Wealth, LLC 0.65% New 13,072 $1.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -2.1% 12,764 $1.4M
SFI Advisors, LLC 0.94% Reduce -9.3% 12,615 $1.4M
Nilsine Partners, LLC 0.13% Reduce -1.3% 12,312 $1.3M
Csenge Advisory Group 0.07% Add +1.3% 12,461 $1.3M
Modera Wealth Management, LLC 0.02% Reduce -0.3% 12,191 $1.3M
Flagstar Securities, Inc. 0.36% Add +4.3% 12,070 $1.3M
DAVENPORT & Co LLC 0.01% Add +33.4% 11,796 $1.3M
Jane Street Group, LLC 0.00% New 11,674 $1.3M
StoneX Group Inc. 0.06% Add +2.2% 11,663 $1.3M

"% 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