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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

293 managers (297 13F filers) reported a position in FIW shares at 2025-06-30, 8,699,914 shares in all. 23 filers opened a position and 25 filers sold out during the quarter.

Managers
293
13F filers
297
New
23
Added
120
Reduced
103
Sold out
25
Shares held by filers
8,699,914

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Trivant Custom Portfolio Group, LLC2,315$250K0.14%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,275$246K0.01%+5213F-HRTimeline
Smithfield Trust Co2,274$245K0.01%013F-HRTimeline
Snowden Capital Advisors LLC2,232$241K0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,229$241K0.01%-5,66013F-HRTimelineGroup
L.M. KOHN & COMPANY2,227$240K0.06%-4613F-HRTimeline
Tudor Financial Inc.2,210$239K0.14%013F-HRTimeline
Accel Wealth Management2,196$237K0.08%-11513F-HRTimeline
Wealthfront Advisers LLC2,179$235K<0.01%-11713F-HRTimeline
CRUX WEALTH ADVISORS2,166$234K0.1%+413F-HRTimeline
Proactive Wealth Strategies LLC2,156$233K0.11%+513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,135$231K0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC2,113$228K0.05%-6713F-HRTimeline
Prospect Financial Services LLC2,111$228K0.14%-1,34513F-HR/ATimeline
Parallel Advisors, LLC2,108$228K<0.01%+513F-HRTimeline
B. Riley Wealth Advisors, Inc.2,107$228K0.01%-3,67613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,101$227K<0.01%013F-HRTimelineGroup
WealthCare Investment Partners, LLC1,995$220K0.08%-39613F-HRTimeline
Cambridge Advisors Inc.2,037$220K0.05%+113F-HRTimeline
Private Advisory Group LLC1,916$207K0.02%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,901$205K0.02%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC1,888$204K0.05%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,870$202K0.01%-11,94513F-HRTimeline
TD Waterhouse Canada Inc.1,605$176K<0.01%+20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,576$170K<0.01%+1,29013F-HRTimelineGroup
Allworth Financial LP1,539$166K<0.01%+40013F-HRTimeline
Financial Perspectives, Inc1,379$149K0.05%+213F-HRTimeline
Larson Financial Group LLC1,361$147K0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,345$145K<0.01%+40013F-HRTimelineGroup
Millstone Evans Group, LLC1,334$144K0.1%013F-HRTimeline
MAI Capital Management1,318$142K<0.01%-15013F-HRTimeline
AdvisorNet Financial, Inc1,152$124K0.01%+113F-HRTimeline
WHITTIER TRUST CO1,087$117K<0.01%-16613F-HRTimeline
REAP Financial Group, LLC902$97.4K0.02%+113F-HRTimeline
Mechanics Financial Corp900$97.2K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.893$96.4K<0.01%+8113F-HRTimelineGroup
Investors Research Corp705$76.1K0.01%+11713F-HRTimeline
IFP Advisors, Inc702$75.8K<0.01%-32413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC687$74.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA625$67.5K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.621$67.1K<0.01%+6313F-HRTimeline
First Pacific Financial570$61.5K0.01%-2313F-HRTimeline
Farther Finance Advisors, LLC564$60.9K<0.01%-9413F-HRTimeline
Riggs Asset Managment Co. Inc.494$53.3K0.01%013F-HRTimeline
Evolution Advisers, Inc.456$49K0.02%013F-HRTimeline
PFS Partners, LLC447$48.3K0.02%+113F-HRTimeline
Medallion Wealth Advisors, LLC437$47.5K0.02%-2313F-HRTimeline
Federation des caisses Desjardins du Qu…351$37.9K<0.01%013F-HRTimeline
Perkins Coie Trust Co350$37.8K0.01%013F-HRTimeline
Dunhill Financial, LLC325$35.1K0.01%+6413F-HRTimeline
ROTHSCHILD INVESTMENT LLC301$32.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$32.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC284$30.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC251$27.1K<0.01%+9513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…249$26.9K<0.01%-9313F-HRTimelineGroup
Cape Investment Advisory, Inc.206$22.2K0.01%+113F-HRTimeline
Scarborough Advisors, LLC203$21.9K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$21.6K<0.01%new13F-HRTimeline
Abound Wealth Management200$21.6K0.01%new13F-HRTimeline
Costello Asset Management, INC200$21.6K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.191$20.6K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.187$20.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp180$19.5K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC180$19.4K<0.01%013F-HRTimeline
Transce3nd, LLC179$19.3K0.01%-4713F-HRTimeline
Geneos Wealth Management Inc.178$19.2K<0.01%-6013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$15K<0.01%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.136$14.7K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL116$12.6K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC115$12K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$11.6K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$10.8K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT100$10.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$10.8K<0.01%-1,21613F-HRTimeline
Central Pacific Bank - Trust Division100$10.8K<0.01%013F-HRTimeline
Archer Investment Corp79$8.53K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC78$8.45K<0.01%013F-HRTimeline
Key Financial Inc70$7.56K<0.01%013F-HRTimeline
Hughes Financial Services, LLC62$6.83K<0.01%-1413F-HRTimeline
Blume Capital Management, Inc.60$6.48K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC59$6.37K<0.01%+413F-HRTimeline
SJS Investment Consulting Inc.56$6.05K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…55$5.94K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC50$5.45K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC50$5.4K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC39$4.21K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC35$3.78K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.27$2.92K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25$2.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$1.62K<0.01%-7213F-HRTimelineGroup
SIGNATUREFD, LLC15$1.62K<0.01%013F-HRTimeline
NFSG Corp14$1.48K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.