Institutional Ownership First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 8.55 Million shares, which have been reported (via 13F filing form) to have a value of $887 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,981
shares
|
$516,629
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,971
shares
|
$515,592
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,963
shares
|
$514,762
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
4,957
shares
|
$514,140
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,909
shares
|
$509,161
0.03% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,665
shares
|
$483,853
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$477,112
0.15% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,533
shares
|
$470,162
0.1% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,502
shares
|
$466,947
0.0% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,471
shares
|
$463,732
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
4,378
shares
|
$454,086
0.19% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,099
shares
|
$425,148
0.17% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,085
shares
|
$423,696
0.01% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
4,027
shares
|
$417,680
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,915
shares
|
$406,063
0.03% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,849
shares
|
$399,218
0.01% of portfolio
|
Q2 2020
Reduced 3.64%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
3,828
shares
|
$397,040
0.12% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,808
shares
|
$394,965
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,808
shares
|
$394,965
0.08% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
3,800
shares
|
$394,136
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,796
shares
|
$393,721
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,762
shares
|
$390,194
0.11% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,701
shares
|
$383,867
0.01% of portfolio
|
Q3 2024
Reduced 35.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,692
shares
|
$382,934
0.0% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
3,622
shares
|
$375,673
0.07% of portfolio
|
Q3 2024
Reduced 22.07%
|