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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

315 managers (319 13F filers) reported a position in FIW shares at 2026-06-30, 8,847,273 shares in all. 34 filers opened a position and 24 filers sold out during the quarter.

Managers
315
13F filers
319
New
34
Added
123
Reduced
98
Sold out
24
Shares held by filers
8,847,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,001,039$110M0.01%-6,35513F-HRTimelineGroup
LPL Financial LLC914,506$100M0.02%-34,38913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/528,797$57.9M<0.01%+16,71313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN316,764$34.7M0.01%+8,23513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC309,460$33.9M0.04%+15,68313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC281,084$30.8M0.01%+10,70613F-HRTimelineGroup
Polianta Ltd267,700$29.3M3.62%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,525$25.5M0.02%+30,15713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding228,066$25M+11,740Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC218,425$23.9M0.01%-7,70013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding216,365$23.7M-8,552Timeline
Cetera Investment Advisers209,521$22.9M0.02%+15,38913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA201,240$22M<0.01%+28,90213F-HRTimelineGroup
1832 Asset Management L.P.177,700$19.5M0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding160,973$17.6M+47,280Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,170$17.6M<0.01%-35,11713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,540$13M0.02%+5,75513F-HRTimelineGroup
Clearwater Capital Advisors, LLC114,751$12.6M0.92%+1,79413F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd188,228$12.4M0.03%13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$11M0.01%+50,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…97,948$10.7M0.02%-90913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,637$8.94M0.01%-6,11513F-HRTimelineGroup
Arax Advisory Partners68,509$7.5M0.05%+78713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,250$7.26M0.01%+63713F-HRTimelineGroup
Mainsail Financial Group, LLC64,382$7.05M2.4%+10,78913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …64,351$7.05M0.13%+9,03713F-HRTimelineGroup
Janney Montgomery Scott LLC56,319$6.17M0.01%+5,43613F-HRTimeline
Private Advisor Group, LLC53,737$5.89M0.03%-5,41513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…51,543$5.65M0.12%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,333$5.51M<0.01%+7,36713F-HRTimelineGroup
White Pine Investment CO49,314$5.4M1.15%+1,50013F-HRTimeline
BIP Wealth, LLC49,264$5.4M0.15%+17,69813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding49,126$5.38M+2,406Timeline
HighPoint Advisor Group LLC47,141$5.16M0.18%+48413F-HRTimeline
Modern Wealth Management, LLC45,968$5.03M0.06%-6,46713F-HRTimeline
MML INVESTORS SERVICES, LLC45,827$5.02M0.01%+9,21413F-HRTimeline
Sigma Planning Corp45,720$5.01M0.13%+1,14113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.44,810$4.91M0.64%-1,00413F-HRTimeline
Prism Advisors, Inc.44,480$4.87M1.18%-1,36513F-HRTimeline
Chicago Partners Investment Group LLC43,869$4.67M0.09%-4,35813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40,866$4.47M<0.01%-85513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,268$4.3M0.04%+4,79613F-HRTimelineGroup
Prospera Financial Services Inc35,728$3.92M0.06%+12,78413F-HRTimeline
Raab & Moskowitz Asset Management LLC33,010$3.62M0.73%+79413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,705$3.58M<0.01%+24,59613F-HRTimelineGroup
Integrated Wealth Concepts LLC30,674$3.36M0.02%-6,81013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…29,386$3.22M0.02%+6,19813F-HRTimelineGroup
Waverly Advisors, LLC28,814$3.16M0.02%+1,94113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,045$3.07M<0.01%-49,74913F-HRTimelineGroup
SACKS & ASSOCIATES, LLC27,204$2.96M2%+56313F-HRTimeline
WILLIAM JOHN SEMPOLINSKI26,594$2.91M1.18%+2,21513F-HRTimeline
HighTower Advisors, LLC24,633$2.7M<0.01%-7,84013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,965$2.62M0.03%+7,52313F-HRTimelineGroup
Farrow Financial, Inc.23,072$2.53M1.35%-313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,206$2.52M<0.01%+1,00013F-HRTimelineGroup
Sanctuary Advisors, LLC22,920$2.51M0.01%+1,33913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,359$2.45M<0.01%-17113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,277$2.44M0.01%+3,56413F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC22,267$2.44M0.38%-28313F-HRTimeline
Cornerstone Wealth Management, LLC20,428$2.24M0.1%+1,16113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,129$2.2M0.53%-3,66113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,894$2.18M<0.01%-23,21413F-HRTimelineGroup
Beacon Pointe Advisors, LLC19,450$2.13M0.01%+11,55513F-HRTimeline
Global Retirement Partners, LLC18,312$2.01M0.03%13F-HRTimeline
Eagle Strategies LLC18,250$2M0.2%-74413F-HRTimeline
Bison Wealth, LLC18,086$1.98M0.18%-45013F-HRTimeline
Vestmark Advisory Solutions, Inc.18,039$1.98M0.02%-16,54313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,979$1.97M0.02%-25013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC17,633$1.93M0.12%+24413F-HRTimeline
MAI Capital Management17,335$1.9M0.01%+16,16713F-HRTimeline
Stonebridge Financial Planning Group, L…17,067$1.87M0.6%-69813F-HRTimeline
LeClair Wealth Partners LLC16,360$1.79M0.93%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,070$1.76M0.07%+4313F-HRTimeline
Financial Enhancement Group LLC15,901$1.74M0.21%-26113F-HRTimeline
Steward Partners Investment Advisory, L…15,797$1.73M0.01%-27,80413F-HRTimeline
Davis Investment Partners, LLC15,573$1.71M0.52%+213F-HRTimeline
Cornerstone Management, Inc.15,223$1.67M0.24%013F-HRTimeline
CORRADO ADVISORS, LLC15,140$1.66M0.76%+31113F-HRTimeline
CIBC WORLD MARKET INC.14,922$1.63M<0.01%+39813F-HRTimeline
Prime Capital Investment Advisors, LLC14,450$1.58M0.02%-27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,593$1.58M0.09%+51913F-HRTimeline
Acorn Wealth Advisors, LLC14,181$1.55M0.38%+39213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,012$1.53M+210Timeline
Ipsen Advisor Group LLC13,631$1.49M0.96%+1,30513F-HRTimeline
D.A. DAVIDSON & CO.13,510$1.48M0.01%-1,05013F-HRTimeline
BLVD Private Wealth, LLC13,476$1.48M1.1%+95313F-HRTimeline
Summit Financial, LLC13,271$1.45M0.02%-87113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,793$1.4M<0.01%+31613F-HRTimelineGroup
NewEdge Advisors, LLC12,670$1.39M<0.01%+4713F-HRTimeline
Morey & Quinn Wealth Partners, LLC12,352$1.35M0.87%+4413F-HRTimeline
Sound Income Strategies, LLC12,148$1.33M0.06%-31213F-HRTimeline
FMR LLCin group FMR LLC12,013$1.32M<0.01%+32513F-HRTimelineGroup
Golden State Wealth Management, LLC11,588$1.27M0.12%+11,28813F-HRTimeline
Sage Capital Management, LLC11,361$1.24M0.49%-24013F-HRTimeline
Moors & Cabot, Inc.11,352$1.24M0.05%-2,24413F-HRTimeline
Modera Wealth Management, LLC11,142$1.22M0.01%-19813F-HRTimeline
PFG Advisors11,001$1.2M0.06%-33813F-HRTimeline
Western Wealth Management, LLC10,795$1.18M0.04%+7813F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,748$1.14M0.14%+1,85913F-HRTimeline
HARBOUR INVESTMENTS, INC.10,334$1.13M0.02%-42913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,170$1.11M0.01%-17513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,021$1.1M<0.01%-7,59413F-HRTimelineGroup
Signal Advisors Wealth, LLC9,805$1.07M0.06%new13F-HRTimeline
Stegent Equity Advisors, Inc.9,793$1.07M0.77%-40013F-HRTimeline
Wilmington Savings Fund Society, FSB9,706$1.06M0.02%-19413F-HRTimeline
Capital Investment Advisory Services, L…9,688$1.06M0.07%+41213F-HRTimeline
Platform Technology Partners9,500$1.04M0.17%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,304$1.02M0.04%+64713F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,152$1M0.3%-2,69413F-HRTimelineGroup
MTM Investment Management, LLC8,985$984K0.28%-20013F-HRTimeline
SMITH, MOORE & CO.8,727$956K0.06%+23513F-HRTimeline
Clear Creek Financial Management, LLC8,597$942K0.06%-1,42213F-HRTimeline
Ausdal Financial Partners, Inc.8,429$923K0.04%-1,18413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,357$915K<0.01%+3,70413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,333$913K<0.01%-3,89313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,342$900K<0.01%+7113F-HRTimeline
AMERIFLEX GROUP, INC.7,961$872K0.36%+7,79113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,853$860K0.01%+1,49213F-HRTimelineGroup
NATURAL INVESTMENTS, LLC7,851$859K0.19%+1,34013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,725$846K0.02%-1,86713F-HRTimelineGroup
World Investment Advisors7,956$821K0.01%-213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,433$814K0.02%+1,18213F-HRTimelineGroup
LexAurum Advisors, LLC7,410$812K0.09%-36,64013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,241$793K<0.01%+40013F-HRTimelineGroup
MGO ONE SEVEN LLC6,838$749K0.01%-86013F-HRTimeline
Legacy Edge Advisors, LLC6,766$741K0.07%+6413F-HR/ATimeline
Creative Planningin group Creative Planning6,689$733K<0.01%+28713F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC6,654$729K0.08%+80613F-HRTimeline
PFG Investments, LLC6,645$728K0.03%+41413F-HRTimeline
Comprehensive Money Management Services…6,627$726K0.46%+50013F-HRTimeline
J.W. COLE ADVISORS, INC.6,570$720K0.01%-1,24313F-HRTimeline
&PARTNERS6,398$701K<0.01%-1,57213F-HRTimeline
First Heartland Consultants, Inc.6,244$684K0.04%-9413F-HRTimeline
Advyzon Investment Management, LLC6,164$675K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC6,152$674K0.02%+8613F-HRTimeline
LANARK FINANCIAL, INC.6,082$666K0.05%+713F-HRTimeline
Prairie Wealth Advisors, Inc.0$666K0.16%013F-HRTimelineAmount filed as zero, left out of ratios.
FreeGulliver LLC6,061$664K0.23%-2,00813F-HRTimeline
Mascoma Wealth Management LLC6,018$659K0.12%+913F-HRTimeline
Financial Management, Inc.5,959$653K0.54%+1113F-HRTimeline
Regal Investment Advisors LLC5,820$637K0.03%-4713F-HRTimeline
Dynamic Advisor Solutions LLC5,797$635K0.02%+24313F-HRTimeline
Van Diest Capital, LLC5,796$635K0.57%+2,77613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,770$632K0.01%+59713F-HRTimelineGroup
Ignite Planners, LLC5,671$622K0.09%+19913F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,602$614K0.02%+88813F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,592$612K0.26%+1,88613F-HRTimeline
FLOW TRADERS U.S. LLC5,539$607K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$593K0.09%013F-HRTimeline
Kingsview Wealth Management, LLC5,299$580K0.01%-53113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,292$580K0.03%-14413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,111$560K<0.01%-92013F-HRTimelineGroup
Farther Finance Advisors, LLC4,870$533K<0.01%+48013F-HRTimeline
WEALTH EFFECTS LLC4,723$517K0.14%+35113F-HRTimeline
Wealthspire Retirement, LLC4,677$512K0.03%+613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,611$499K0.3%+69413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,455$488K0.03%-74013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,449$487K0.07%new13F-HRTimeline
Perissos Private Wealth Management, LLC4,435$486K0.33%+213F-HRTimeline
Princeton Global Asset Management LLC4,403$482K0.07%+55213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,400$482K0.22%013F-HRTimeline
Arkadios Wealth Advisors4,378$480K0.01%-1,31213F-HRTimeline
Sunpointe, LLC4,366$478K0.14%new13F-HRTimeline
Proactive Wealth Strategies LLC4,343$476K0.08%+813F-HRTimeline
Walkner Condon Financial Advisors LLC4,277$468K0.05%+12213F-HRTimeline
Kesler, Norman & Wride, LLC4,231$463K0.07%-4613F-HRTimeline
Advisory Services Network, LLC4,213$461K0.01%-6213F-HRTimeline
Merit Financial Group, LLC4,120$451K<0.01%+34613F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC4,020$440K0.01%new13F-HRTimeline
Tactive Advisors, LLC3,935$431K0.11%+36613F-HRTimeline
Trinity Legacy Partners, LLC3,914$429K0.09%+613F-HRTimeline
WealthPlan Investment Management, LLC3,878$425K0.02%013F-HRTimeline
Composition Wealth, LLC3,784$414K<0.01%-2213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,776$414K0.01%-26413F-HRTimeline
Savvy Advisors, Inc.3,758$412K0.01%-6913F-HRTimeline
SFI Advisors, LLC3,682$403K0.35%-34313F-HRTimeline
Retirement Planning Group, LLC3,561$390K0.01%+1,04813F-HRTimeline
Jacobi Capital Management LLC3,553$389K0.02%+613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,502$384K<0.01%-1,00013F-HRTimelineGroup
Nova R Wealth, Inc.3,465$380K0.11%-76013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,397$372K0.02%-46413F-HRTimeline
CoreCap Advisors, LLC3,373$369K0.01%-1413F-HRTimeline
Xcelsior Advisor Partners LLC3,305$362K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC3,108$340K0.02%-313F-HRTimeline
Triad Wealth Partners, LLC3,069$338K0.02%-82813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,033$332K0.02%-25113F-HRTimeline
Dash Acquisitions Inc.2,837$318K0.06%+4013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,841$311K0.01%+30813F-HRTimeline
Selective Wealth Management, Inc.2,855$309K0.08%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,732$299K<0.01%-3813F-HRTimelineGroup
Wealthfront Advisers LLC2,715$297K<0.01%-9313F-HRTimeline
Tudor Financial Inc.2,710$297K0.13%013F-HR/ATimeline
Pacific Sun Financial Corp2,640$289K0.12%+1013F-HRTimeline
Mason & Associates Inc2,590$284K0.05%013F-HRTimeline
CARLSON FINANCIAL, INC.2,576$282K0.14%+45413F-HRTimeline
Summit Place Financial Advisors, LLC2,572$282K0.12%new13F-HRTimeline
Sowell Financial Services LLC2,564$281K0.01%-10513F-HRTimeline
Parallel Advisors, LLC2,537$278K<0.01%+82513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,422$265K0.01%-7,70613F-HRTimelineGroup
Grantvest Financial Group LLC2,410$264K0.15%-1813F-HRTimeline