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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

309 managers (314 13F filers) reported a position in FIW shares at 2025-12-31, 8,784,446 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
309
13F filers
314
New
32
Added
121
Reduced
83
Sold out
28
Shares held by filers
8,784,446

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Horizon Investments, LLC2,597$282K<0.01%+3113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,548$277K<0.01%-513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,540$276K0.18%-1713F-HRTimeline
Wealthfront Advisers LLC2,426$264K<0.01%-5413F-HRTimeline
Commonwealth Financial Services, LLC2,422$263K0.04%-3213F-HRTimeline
Global Assets Advisory, LLC2,400$261K0.07%013F-HRTimeline
BETO FINANCIAL GROUP, LLC2,278$259K0.17%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$256K0.02%013F-HRTimeline
Trivant Custom Portfolio Group, LLC2,315$252K0.14%013F-HRTimeline
Runnymede Capital Advisors, Inc.2,315$252K0.14%new13F-HRTimeline
Grantvest Financial Group LLC2,252$245K0.16%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,206$240K0.01%+813F-HRTimeline
Accel Wealth Management2,196$239K0.07%013F-HRTimeline
Snowden Capital Advisors LLC2,184$237K0.01%-5013F-HRTimeline
Proactive Wealth Strategies LLC2,163$235K0.09%+413F-HRTimeline
Cambridge Advisors Inc.2,136$232K0.04%+26413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,135$232K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,122$231K<0.01%+3513F-HR/ATimelineGroup
CRUX WEALTH ADVISORS2,101$228K0.08%-813F-HRTimeline
CARLSON FINANCIAL, INC.2,099$228K0.13%13F-HRTimeline
Sowell Financial Services LLC2,078$226K0.01%new13F-HRTimeline
Smithfield Trust Co2,049$223K0.01%-22513F-HRTimeline
Sunbelt Securities, Inc.2,013$219K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,976$215K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,945$211K0.01%new13F-HRTimelineGroup
Private Advisory Group LLC1,935$210K0.02%+14813F-HRTimeline
PRIVATE TRUST CO NA1,916$208K0.02%-14113F-HRTimeline
Geneos Wealth Management Inc.1,878$204K<0.01%+1,70013F-HRTimeline
Tempus Wealth Planning, LLC1,851$201K0.05%+1613F-HRTimeline
Parallel Advisors, LLC1,712$186K<0.01%-39613F-HRTimeline
TD Waterhouse Canada Inc.1,605$174K<0.01%013F-HRTimeline
Allworth Financial LP1,545$168K<0.01%+613F-HRTimeline
Financial Perspectives, Inc1,379$150K0.04%-113F-HRTimeline
Larson Financial Group LLC1,367$149K<0.01%+413F-HRTimeline
MAI Capital Management1,362$148K<0.01%+9413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,345$146K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,334$145K0.09%013F-HRTimeline
WHITTIER TRUST CO1,087$122K<0.01%013F-HRTimeline
REAP Financial Group, LLC961$104K0.02%-3013F-HRTimeline
Mechanics Financial Corp900$97.8K0.04%013F-HRTimeline
Elevated Capital Advisors, LLC828$90K0.02%new13F-HRTimeline
Advocate Investing Services LLC822$89.3K0.08%13F-HRTimeline
AdvisorNet Financial, Inc772$83.9K<0.01%-33113F-HRTimeline
IFP Advisors, Inc731$79.4K<0.01%+11013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC687$77K<0.01%013F-HRTimeline
Investors Research Corp677$73.5K0.01%-2413F-HRTimeline
BOKF, NAin group BOKF, NA625$67.9K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC605$65.8K0.04%new13F-HRTimeline
First Pacific Financial572$62.1K0.01%+113F-HRTimeline
BLUELINE ADVISORS LLC570$61.9K0.05%13F-HRTimeline
NFSG Corp523$56.8K0.01%+50913F-HRTimeline
PFS Partners, LLC493$53.5K0.02%+4513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.492$53.5K0.01%13F-HRTimeline
Evolution Advisers, Inc.456$49K0.02%013F-HRTimeline
SBI Securities Co., Ltd.437$47.5K<0.01%-2513F-HRTimeline
SIMPLEX TRADING, LLC413$44.9K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.406$44.1K<0.01%-48713F-HRTimelineGroup
Keating Financial Advisory Services, In…386$41.9K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…351$38.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co350$38K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC301$32.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC300$32.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC300$32.6K0.01%-13713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.298$32.4K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC284$30.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.260$28.2K0.02%13F-HRTimeline
Dunhill Financial, LLC253$27.5K0.01%-513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC249$27.1K<0.01%+9813F-HRTimeline
Boreal Capital Management LLC225$24.4K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.207$22.4K0.01%new13F-HRTimeline
Scarborough Advisors, LLC203$22.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC201$21.9K<0.01%013F-HRTimeline
Abound Wealth Management201$21.9K0.01%013F-HRTimeline
Costello Asset Management, INC200$21.7K0.01%013F-HRTimeline
EFG International AGin group EFG International AG190$20.6K<0.01%13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.187$20.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC183$19.9K<0.01%+16813F-HRTimelineGroup
Cranbrook Wealth Management, LLC180$19.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.170$18.5K0.01%-17013F-HRTimeline
BARRETT & COMPANY, INC.161$17.5K0.01%013F-HRTimeline
Truvestments Capital LLC150$16.3K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$15K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL116$12.6K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC111$12.1K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC115$12K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$11.7K<0.01%013F-HRTimeline
Sankala Group LLC101$11.6K0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$10.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$10.9K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$10.9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$10.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC84$9.13K<0.01%new13F-HRTimeline
Archer Investment Corp79$8.58K<0.01%013F-HRTimeline
Signature Equity Partners, LLC75$8.2K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…73$7.93K<0.01%-20013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC70$7.61K0.01%-4,00213F-HRTimeline
Key Financial Inc70$7.61K<0.01%013F-HRTimeline
Rossby Financial, LCC66$7.18K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC57$6.15K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.56$6.08K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC52$5.68K<0.01%-713F-HRTimeline
LRI Investments, LLC44$4.78K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC39$4.24K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC35$3.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC25$2.72K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25$2.72K<0.01%013F-HRTimeline
SIGNATUREFD, LLC15$1.63K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC12$1.3K<0.01%-1713F-HRTimeline
Global Trust Asset Management, LLC2$217<0.01%013F-HRTimeline