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 326 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $984 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
4,052
shares
|
$445,395
0.03% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
3,916
shares
|
$430,446
0.24% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,857
shares
|
$423,961
0.01% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,849
shares
|
$423,082
0.01% of portfolio
|
Q2 2020
Reduced 3.64%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,830
shares
|
$420,993
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,826
shares
|
$420,553
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,808
shares
|
$418,575
0.04% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,797
shares
|
$417,366
0.09% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,656
shares
|
$401,867
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,620
shares
|
$397,910
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,517
shares
|
$386,588
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,456
shares
|
$379,883
0.19% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
3,376
shares
|
$371,089
0.07% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,324
shares
|
$365,374
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,293
shares
|
$361,966
0.05% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$360,537
0.15% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,278
shares
|
$360,317
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,222
shares
|
$354,162
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
3,161
shares
|
$347,457
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,152
shares
|
$346,467
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,144
shares
|
$345,588
0.03% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,131
shares
|
$344,159
0.05% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,131
shares
|
$344,159
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,114
shares
|
$342,290
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,099
shares
|
$340,642
0.15% of portfolio
|
Q4 2022
Reduced 23.35%
|