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 312 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 $925 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
810
shares
|
$83,697
0.02% of portfolio
|
Q3 2023
Reduced 18.18%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
785
shares
|
$81,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
772
shares
|
$79,770
0.0% of portfolio
|
Q4 2024
Added 73.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
746
shares
|
$77,084
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
687
shares
|
$70,987
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
686
shares
|
$70,884
0.0% of portfolio
|
Q4 2024
Reduced 94.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
625
shares
|
$64,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
600
shares
|
$61,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
593
shares
|
$61,274
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
568
shares
|
$58,691
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
494
shares
|
$51,045
0.01% of portfolio
|
Q3 2024
Reduced 67.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
485
shares
|
$50,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
456
shares
|
$47,118
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
399
shares
|
$41,228
0.01% of portfolio
|
Q4 2024
Added 116.85%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
391
shares
|
$40,402
0.0% of portfolio
|
Q4 2024
Added 1161.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
358
shares
|
$36,992
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
340
shares
|
$35,132
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
338
shares
|
$34,925
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
301
shares
|
$31,102
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
300
shares
|
$30,999
0.0% of portfolio
|
Q3 2023
Reduced 48.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$30,999
0.0% of portfolio
|
Q3 2023
Reduced 48.36%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
286
shares
|
$29,552
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
273
shares
|
$28,209
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
262
shares
|
$27,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
261
shares
|
$26,969
0.01% of portfolio
|
Q1 2024
Reduced 1.51%
|