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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

295 managers (300 13F filers) reported a position in FIW shares at 2025-03-31, 8,595,716 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
295
13F filers
300
New
26
Added
112
Reduced
95
Sold out
19
Shares held by filers
8,595,716

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tyler-Stone Wealth Management2,473$249K0.04%+313F-HRTimeline
Gateway Wealth Partners, LLC2,401$242K0.05%-98213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$237K0.02%013F-HRTimeline
Trivant Custom Portfolio Group, LLC2,315$233K0.13%013F-HRTimeline
Accel Wealth Management2,311$233K0.08%013F-HRTimeline
Wealthfront Advisers LLC2,296$231K<0.01%-67213F-HRTimeline
Compound Planning, Inc.2,292$231K0.01%-2,59113F-HRTimeline
Smithfield Trust Co2,274$230K0.01%013F-HRTimeline
L.M. KOHN & COMPANY2,273$229K0.06%+7313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,274$228K0.02%013F-HR/ATimeline
WealthCare Investment Partners, LLC2,391$228K0.1%new13F-HRTimeline
Snowden Capital Advisors LLC2,230$225K0.01%-1,11113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,223$224K0.01%+7513F-HRTimeline
Tudor Financial Inc.2,210$223K0.13%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,290$221K0.16%new13F-HRTimeline
Great Diamond Partners, LLC2,180$220K0.06%-1413F-HRTimeline
Main Street Financial Solutions, LLC2,177$219K0.02%013F-HRTimeline
CRUX WEALTH ADVISORS2,162$218K0.11%+313F-HRTimeline
CALTON & ASSOCIATES, INC.2,155$217K0.05%013F-HR/ATimeline
Proactive Wealth Strategies LLC2,151$217K0.12%+313F-HRTimeline
DOHJ, LLC2,142$216K0.05%-1613F-HRTimeline
Composition Wealth, LLC2,140$216K<0.01%-26713F-HRTimeline
Parallel Advisors, LLC2,103$212K<0.01%-3613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,101$212K<0.01%-10013F-HRTimelineGroup
Cambridge Advisors Inc.2,036$205K0.04%new13F-HRTimeline
IHT Wealth Management, LLC2,034$205K0.01%-13113F-HRTimeline
Zhang Financial LLC2,022$204K0.01%-11113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,556$157K<0.01%new13F-HRTimeline
MAI Capital Management1,468$148K<0.01%+613F-HRTimeline
TD Waterhouse Canada Inc.1,405$142K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,377$139K0.05%013F-HRTimeline
Larson Financial Group LLC1,359$137K0.01%+11313F-HRTimeline
Millstone Evans Group, LLC1,334$134K0.09%new13F-HRTimeline
N.E.W. Advisory Services LLC1,316$133K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,253$126K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,179$119K0.02%+9513F-HRTimeline
AdvisorNet Financial, Inc1,151$116K0.01%+213F-HRTimeline
Allworth Financial LP1,139$114K<0.01%013F-HRTimeline
IFP Advisors, Inc1,026$103K<0.01%-11213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.945$95.2K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC901$90.7K0.02%+113F-HRTimeline
Mechanics Financial Corp900$90.6K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.812$73.3K<0.01%-20113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP713$71.4K<0.01%new13F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC687$69.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC658$66.4K<0.01%-11413F-HRTimeline
BOKF, NAin group BOKF, NA625$62.9K<0.01%013F-HRTimelineGroup
First Pacific Financial593$59.8K0.01%013F-HRTimeline
Investors Research Corp588$59.2K0.01%+18913F-HRTimeline
SBI Securities Co., Ltd.558$56.2K<0.01%+7313F-HRTimeline
Riggs Asset Managment Co. Inc.494$49.8K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC460$46.4K0.02%013F-HRTimeline
Evolution Advisers, Inc.456$45K0.02%013F-HRTimeline
PFS Partners, LLC446$44.9K0.02%+35113F-HRTimeline
Federation des caisses Desjardins du Qu…351$35.3K<0.01%-39513F-HRTimeline
Perkins Coie Trust Co350$35.2K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…342$34.4K<0.01%-4913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC301$30.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$30.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…286$28.8K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC284$28.6K<0.01%+2213F-HR/ATimeline
Dunhill Financial, LLC261$26.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.238$23.9K<0.01%-10013F-HRTimeline
Transce3nd, LLC226$22.8K0.01%+5713F-HRTimeline
Cape Investment Advisory, Inc.205$20.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.191$19.2K0.01%+12113F-HRTimeline
DiNuzzo Private Wealth, Inc.187$18.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp180$18.2K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC180$18.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd166$16.7K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC156$15.7K<0.01%013F-HRTimeline
Lindbrook Capital, LLC150$15.1K<0.01%+5013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$14K<0.01%-10013F-HRTimelineGroup
AMERIFLEX GROUP, INC.136$13.7K0.01%013F-HRTimeline
Glassman Wealth Services127$12.8K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC115$12K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL116$11.7K<0.01%-10513F-HRTimeline
Davis Capital Management115$11.6K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$10.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$10.1K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$10.1K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC100$10.1K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87$8.76K<0.01%-59913F-HRTimelineGroup
Darwin Wealth Management, LLC78$7.97K<0.01%013F-HRTimeline
Archer Investment Corp79$7.96K<0.01%013F-HRTimeline
Hughes Financial Services, LLC76$7.67K<0.01%new13F-HRTimeline
Key Financial Inc70$7.05K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.56$5.64K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…55$5.54K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC55$5.54K<0.01%-2113F-HRTimeline
AllSquare Wealth Management LLC50$5.04K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc21$2.14K<0.01%013F-HRTimeline
SIGNATUREFD, LLC15$1.51K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,00513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rosenberg Matthew Hamilton0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.