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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,071
shares
|
$337,564
0.01% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,066
shares
|
$337,014
0.21% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,054
shares
|
$335,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$335,256
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,040
shares
|
$334,156
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,008
shares
|
$330,639
0.02% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,882
shares
|
$316,789
0.14% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,882
shares
|
$316,789
0.0% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,860
shares
|
$314,371
0.03% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
2,822
shares
|
$310,194
0.07% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
2,698
shares
|
$296,564
0.06% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,680
shares
|
$294,585
0.16% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,642
shares
|
$290,408
0.03% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,641
shares
|
$290,298
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
2,528
shares
|
$277,877
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
2,511
shares
|
$276,009
0.08% of portfolio
|
Q1 2025
Reduced 74.39%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,486
shares
|
$273,261
0.02% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,483
shares
|
$272,931
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,473
shares
|
$271,832
0.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,401
shares
|
$263,917
0.05% of portfolio
|
Q1 2025
Reduced 29.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
2,358
shares
|
$259,191
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,315
shares
|
$254,464
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,311
shares
|
$254,025
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,296
shares
|
$252,376
0.0% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,292
shares
|
$251,936
0.01% of portfolio
|
Q1 2025
Reduced 53.06%
|