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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,395
shares
|
$557,465
0.01% of portfolio
|
Q4 2024
Added 555.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,061
shares
|
$522,953
0.01% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,954
shares
|
$511,896
0.04% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,942
shares
|
$510,656
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
4,930
shares
|
$509,416
0.15% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,886
shares
|
$504,870
0.03% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,883
shares
|
$504,560
0.03% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,664
shares
|
$481,931
0.01% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,652
shares
|
$480,691
0.1% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
4,597
shares
|
$475,008
0.18% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
4,502
shares
|
$465,191
0.0% of portfolio
|
Q3 2024
Added 28.56%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,400
shares
|
$454,652
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,370
shares
|
$451,552
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,236
shares
|
$437,705
0.01% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,229
shares
|
$436,982
0.17% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
4,112
shares
|
$424,892
0.25% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,101
shares
|
$423,756
0.01% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,052
shares
|
$418,693
0.03% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,849
shares
|
$397,717
0.01% of portfolio
|
Q2 2020
Reduced 3.64%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,822
shares
|
$394,927
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,818
shares
|
$394,513
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,808
shares
|
$393,480
0.05% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
3,800
shares
|
$392,654
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,730
shares
|
$385,420
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,704
shares
|
$382,734
0.1% of portfolio
|
Q4 2024
Reduced 3.24%
|