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 $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,620
shares
|
$374,054
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,615
shares
|
$373,537
0.2% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,569
shares
|
$368,784
0.07% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$351,012
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,362
shares
|
$347,395
0.09% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,338
shares
|
$344,915
0.01% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,335
shares
|
$344,605
0.13% of portfolio
|
Q3 2024
Added 50.16%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,312
shares
|
$342,228
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,276
shares
|
$338,509
0.15% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,265
shares
|
$337,372
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,238
shares
|
$334,582
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,131
shares
|
$323,526
0.05% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,131
shares
|
$323,526
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,099
shares
|
$320,219
0.15% of portfolio
|
Q4 2022
Reduced 23.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,098
shares
|
$320,116
0.0% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$315,156
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,939
shares
|
$303,686
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,923
shares
|
$302,033
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,911
shares
|
$300,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
2,698
shares
|
$278,784
0.07% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
2,672
shares
|
$276,097
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,670
shares
|
$275,891
0.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,660
shares
|
$274,857
0.03% of portfolio
|
Q2 2024
Added 19.28%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,617
shares
|
$270,414
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
2,590
shares
|
$267,624
0.07% of portfolio
|
Q4 2022
New holding
|