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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, 8,840,927 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
8,840,927

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
Global Assets Advisory, LLC2,400$262K0.06%new13F-HRTimeline
Tempus Wealth Planning, LLC2,378$260K0.05%new13F-HRTimeline
BRIGHTON JONES LLC2,366$259K<0.01%+32013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$258K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC2,316$254K0.02%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC2,315$254K0.14%013F-HRTimeline
Commonwealth Financial Services, LLC2,302$252K0.03%-5613F-HRTimeline
Accel Wealth Management2,230$244K0.05%013F-HRTimeline
BETO FINANCIAL GROUP, LLC2,278$244K0.13%013F-HRTimeline
Mutual Advisors, LLC2,200$241K<0.01%+113F-HRTimeline
Stirlingshire Investments, Inc.2,154$236K0.17%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,133$234K0.01%-3213F-HRTimeline
Cambridge Advisors Inc.2,121$232K0.04%+113F-HRTimeline
Kaizen Financial Strategies2,117$229K0.09%-1,42213F-HRTimeline
TD Waterhouse Canada Inc.2,105$228K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC2,063$226K0.01%-11913F-HRTimeline
Tradition Wealth Management, LLC2,062$226K0.01%-56913F-HRTimeline
Relyea Zuckerberg Hanson LLC2,049$224K0.02%-62213F-HR/ATimeline
Gateway Wealth Partners, LLC2,016$221K0.01%-3,70013F-HRTimeline
Horizon Investments, LLC1,991$218K<0.01%-2,53113F-HRTimeline
Geneos Wealth Management Inc.1,933$212K<0.01%+5513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,905$209K<0.01%new13F-HRTimelineGroup
Level Wealth Management LLC1,886$207K0.08%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,879$206K0.01%-3,83713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,839$199K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,699$186K<0.01%+14913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,558$171K<0.01%+19313F-HRTimelineGroup
Allworth Financial LP1,543$169K<0.01%+35413F-HRTimeline
Financial Perspectives, Inc1,380$151K0.04%013F-HRTimeline
Smithfield Trust Co1,374$151K0.01%-67513F-HRTimeline
PRIVATE TRUST CO NA1,354$148K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,334$146K0.08%013F-HRTimeline
Anchor Bay Capital, Inc.1,270$143K0.08%13F-HRTimeline
Larson Financial Group LLC1,294$142K<0.01%-8313F-HRTimeline
WHITTIER TRUST CO1,087$119K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,062$116K0.01%+78113F-HRTimeline
PFS Partners, LLC969$106K0.04%+47513F-HRTimeline
Continuum Advisory, LLC964$106K0.01%new13F-HRTimeline
REAP Financial Group, LLC963$105K0.02%+113F-HRTimeline
Institute for Wealth Management, LLC.900$98.6K0.01%new13F-HRTimeline
Mechanics Financial Corp900$98.6K0.04%013F-HRTimeline
Clearstead Advisors, LLC861$94.3K<0.01%+3813F-HRTimeline
Advocate Investing Services LLC825$90.4K0.07%+113F-HRTimeline
Elevated Capital Advisors, LLC780$85.4K0.02%+213F-HRTimeline
IFP Advisors, Inc706$77.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…639$70K<0.01%+9313F-HRTimeline
BOKF, NAin group BOKF, NA625$68.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc610$66.8K<0.01%013F-HRTimeline
Basepoint Wealth LLC608$66.6K0.04%+113F-HRTimeline
First Pacific Financial574$62.8K0.01%+113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.560$61.4K0.04%-2,08613F-HRTimeline
SBI Securities Co., Ltd.550$60.2K<0.01%+9013F-HRTimeline
NFSG Corp526$57.6K0.01%-4713F-HRTimeline
Navigoe, LLC510$55K0.03%new13F-HRTimeline
BLUELINE ADVISORS LLC491$53.8K0.04%013F-HRTimeline
Evolution Advisers, Inc.456$49K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC419$45.9K<0.01%+7513F-HRTimelineGroup
Keating Financial Advisory Services, In…386$42.3K0.01%013F-HRTimeline
Perkins Coie Trust Co350$38.3K0.01%013F-HRTimeline
CX Institutional336$37K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.336$36.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC302$33K<0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$32.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.298$32.6K0.02%013F-HRTimeline
Investors Research Corp289$31.7K0.01%-113F-HRTimeline
GILL CAPITAL PARTNERS, LLC288$31.5K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC276$30.2K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.260$28.5K0.02%013F-HRTimeline
Stone House Investment Management, LLC253$27.7K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC239$26.2K<0.01%+8813F-HRTimeline
Boreal Capital Management LLC225$24.6K0.02%013F-HRTimeline
Highland Investment Advisors LLC211$23.2K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC202$22.1K<0.01%013F-HRTimeline
Abound Wealth Management202$22.1K<0.01%013F-HRTimeline
Costello Asset Management, INC200$21.9K0.01%013F-HRTimeline
EFG International AGin group EFG International AG190$20.8K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.187$20.5K<0.01%013F-HRTimeline
Truvestments Capital LLC180$19.7K<0.01%+3013F-HRTimeline
First Bancorp, Inc /ME/176$19.3K0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$14.9K<0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.120$13.1K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC115$13K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL116$12.7K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$11.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC106$11.6K0.01%013F-HRTimeline
Paladin Partners, LLC106$11.6K0.01%new13F-HRTimeline
Sankala Group LLC101$11.2K0.01%013F-HRTimeline
TRUST CO OF VERMONT100$11K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC100$11K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.100$11K0.01%new13F-HRTimeline
Dunhill Financial, LLC94$10.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.90$9.86K<0.01%new13F-HRTimeline
Noble Wealth Management PBC84$9.2K<0.01%013F-HRTimeline
Archer Investment Corp79$8.65K<0.01%013F-HR/ATimeline
Signature Equity Partners, LLC76$8.29K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC73$7.97K<0.01%new13F-HRTimeline
Key Financial Inc70$7.67K<0.01%013F-HRTimeline
Rossby Financial, LCC66$7.27K<0.01%013F-HRTimeline
IFG Advisory, LLC66$7.24K<0.01%new13F-HRTimeline
Vision Retirement, LLC63$6.9K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC63$6.9K<0.01%-3213F-HRTimeline
Wilkerson Advisory Group LLC56$6.22K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.56$6.13K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC52$5.64K<0.01%013F-HRTimeline
Main Street Group, LTD50$5.48K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC39$4.27K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS30$3.3K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC28$3.1K<0.01%-2413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25$2.74K<0.01%013F-HRTimeline
Cordant, Inc.18$1.97K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC17$1.86K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC15$1.64K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC12$1.31K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC11$1.21K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$219<0.01%-11513F-HRTimelineGroup