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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

292 managers (295 13F filers) reported a position in FIW shares at 2025-09-30, 8,485,134 shares in all. 26 filers opened a position and 23 filers sold out during the quarter.

Managers
292
13F filers
295
New
26
Added
119
Reduced
86
Sold out
23
Shares held by filers
8,485,134

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Accel Wealth Management2,196$247K0.07%013F-HRTimeline
Great Diamond Partners, LLC2,194$246K0.05%+8113F-HRTimeline
Gladstone Institutional Advisory LLC2,165$243K0.01%-1,73513F-HRTimeline
Proactive Wealth Strategies LLC2,159$243K0.1%+313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,135$240K0.02%013F-HRTimelineGroup
CRUX WEALTH ADVISORS2,109$237K0.09%-5713F-HRTimeline
Parallel Advisors, LLC2,108$237K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,108$237K0.01%+113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,087$234K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,057$231K0.02%-80313F-HRTimeline
BRIGHTON JONES LLC2,042$229K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,901$214K<0.01%-20013F-HRTimelineGroup
Cambridge Advisors Inc.1,872$210K0.04%-16513F-HRTimeline
Claro Advisors Inc.1,840$207K0.03%new13F-HRTimeline
Tempus Wealth Planning, LLC1,835$206K0.05%-5313F-HRTimeline
Main Street Financial Solutions, LLC1,818$204K0.01%new13F-HRTimeline
Prospect Financial Services LLC1,799$202K0.12%-31213F-HRTimeline
MGO ONE SEVEN LLC1,795$202K<0.01%new13F-HRTimeline
Private Advisory Group LLC1,787$201K0.02%-12913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,711$192K<0.01%+13513F-HRTimelineGroup
Farther Finance Advisors, LLC1,617$182K<0.01%+1,05313F-HRTimeline
TD Waterhouse Canada Inc.1,605$180K<0.01%013F-HRTimeline
Allworth Financial LP1,539$173K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,380$155K0.04%+113F-HRTimeline
Larson Financial Group LLC1,363$153K0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,345$151K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,334$150K0.1%013F-HRTimeline
MAI Capital Management1,268$142K<0.01%-5013F-HRTimeline
AdvisorNet Financial, Inc1,103$124K0.01%-4913F-HRTimeline
WHITTIER TRUST CO1,087$124K<0.01%013F-HRTimeline
REAP Financial Group, LLC991$111K0.02%+8913F-HRTimeline
Mechanics Financial Corp900$101K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.893$100K<0.01%013F-HRTimelineGroup
Investors Research Corp701$78.8K0.01%-413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC687$78.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA625$70.2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc621$69.8K<0.01%-8113F-HR/ATimeline
First Pacific Financial571$64.1K0.01%+113F-HRTimeline
SBI Securities Co., Ltd.462$51.9K<0.01%-15913F-HRTimeline
Evolution Advisers, Inc.456$51K0.02%013F-HRTimeline
PFS Partners, LLC448$50.3K0.02%+113F-HRTimeline
Medallion Wealth Advisors, LLC437$49.1K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…351$39.4K<0.01%013F-HRTimeline
Perkins Coie Trust Co350$39.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.340$38.2K0.01%+20413F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd400$37.5K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.310$34.8K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC301$33.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$33.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC284$32K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…273$30.7K<0.01%+2413F-HRTimelineGroup
Dunhill Financial, LLC258$29K0.01%-6713F-HRTimeline
Boreal Capital Management LLC225$25.3K0.02%new13F-HRTimeline
Scarborough Advisors, LLC203$22.8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC201$22.6K<0.01%+113F-HRTimeline
Abound Wealth Management201$22.6K0.01%+113F-HRTimeline
Costello Asset Management, INC200$22.5K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.187$21.3K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC180$20.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.178$20K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.161$18.1K0.01%-3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$17K<0.01%-10013F-HRTimeline
Truvestments Capital LLC150$16.9K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$15K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL116$13.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC115$13K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$12.1K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$11.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$11.2K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$11.2K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$11.2K<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division100$11.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP95$10.5K<0.01%new13F-HRTimelineGroup
Archer Investment Corp79$8.88K<0.01%013F-HRTimeline
Key Financial Inc70$7.87K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC59$6.66K<0.01%-1913F-HRTimeline
Measured Wealth Private Client Group, L…58$6.52K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.56$6.29K<0.01%013F-HRTimeline
RMG Wealth Management LLC50$5.78K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC50$5.62K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC39$4.38K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC35$3.93K<0.01%013F-HRTimeline
Hughes Financial Services, LLC31$3.46K<0.01%-3113F-HRTimeline
Richard W. Paul & Associates, LLC29$3.26K<0.01%-3013F-HRTimeline
Root Financial Partners, LLC25$2.81K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25$2.81K<0.01%013F-HRTimeline
Guerra Advisors Inc22$2.47K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$1.69K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC15$1.69K<0.01%013F-HRTimeline
NFSG Corp14$1.54K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC3$338<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC2$225<0.01%new13F-HRTimeline