Skip to content
Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

Follow

WTR ETF (fund)

303 managers (308 13F filers) reported a position in FIW shares at 2026-03-31, 8,601,860 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
303
13F filers
308
New
16
Added
140
Reduced
94
Sold out
17
Shares held by filers
8,601,860

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COLDSTREAM CAPITAL MANAGEMENT INC2,548$263K<0.01%013F-HRTimeline
Mason & Associates Inc2,590$261K0.05%-23213F-HRTimeline
CENTAURUS FINANCIAL, INC.2,533$261K0.01%+55713F-HRTimeline
Retirement Planning Group, LLC2,513$259K0.01%new13F-HRTimeline
Grantvest Financial Group LLC2,428$250K0.16%+17613F-HRTimeline
Commonwealth Financial Services, LLC2,358$243K0.04%-6413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$243K0.02%013F-HRTimeline
BETO FINANCIAL GROUP, LLC2,278$243K0.14%013F-HRTimeline
Trivant Custom Portfolio Group, LLC2,315$239K0.13%013F-HRTimeline
Accel Wealth Management2,230$230K0.06%+3413F-HRTimeline
Apeiron RIA LLC2,225$229K0.05%-42013F-HRTimeline
Waldron Private Wealth LLC2,225$229K0.01%-70213F-HRTimeline
Mutual Advisors, LLC2,199$227K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC2,182$225K0.01%-213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,165$223K0.02%-79713F-HRTimeline
Private Advisory Group LLC2,130$220K0.02%+19513F-HRTimeline
TD Waterhouse Canada Inc.2,105$219K<0.01%+50013F-HRTimeline
CARLSON FINANCIAL, INC.2,122$219K0.13%+2313F-HRTimeline
Cambridge Advisors Inc.2,120$219K0.04%-1613F-HRTimeline
CRUX WEALTH ADVISORS2,105$217K0.08%+413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,102$217K<0.01%-2013F-HRTimelineGroup
Smithfield Trust Co2,049$212K0.01%013F-HRTimeline
BRIGHTON JONES LLC2,046$211K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.1,878$194K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,839$192K<0.01%+1,15213F-HRTimeline
Parallel Advisors, LLC1,712$177K<0.01%013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC1,550$160K<0.01%-65613F-HRTimeline
Financial Perspectives, Inc1,380$142K0.04%+113F-HRTimeline
Larson Financial Group LLC1,377$142K<0.01%+1013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,365$141K<0.01%+2013F-HRTimelineGroup
PRIVATE TRUST CO NA1,354$140K0.01%-56213F-HRTimeline
Millstone Evans Group, LLC1,334$138K0.08%013F-HRTimeline
Allworth Financial LP1,189$123K<0.01%-35613F-HRTimeline
MAI Capital Management1,168$120K<0.01%-19413F-HRTimeline
WHITTIER TRUST CO1,087$113K<0.01%013F-HRTimeline
REAP Financial Group, LLC962$99.2K0.02%+113F-HRTimeline
Mechanics Financial Corp900$92.8K0.04%013F-HRTimeline
Advocate Investing Services LLC824$85K0.07%+213F-HRTimeline
Clearstead Advisors, LLC823$84.9K<0.01%-9,14413F-HRTimeline
Elevated Capital Advisors, LLC778$80.3K0.02%-5013F-HRTimeline
IFP Advisors, Inc706$72.8K<0.01%-2513F-HRTimeline
BOKF, NAin group BOKF, NA625$64.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc610$62.9K<0.01%-16213F-HRTimeline
Basepoint Wealth LLC607$62.6K0.04%+213F-HRTimeline
NFSG Corp573$59.1K0.01%+5013F-HRTimeline
First Pacific Financial573$59.1K0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…546$56.3K<0.01%+19513F-HRTimeline
PFS Partners, LLC494$50.9K0.02%+113F-HRTimeline
BLUELINE ADVISORS LLC491$50.6K0.04%-7913F-HRTimeline
SBI Securities Co., Ltd.460$47.4K<0.01%+2313F-HRTimeline
Evolution Advisers, Inc.456$47K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…386$39.8K0.01%013F-HRTimeline
Perkins Coie Trust Co350$36.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC344$35.5K<0.01%+16113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC300$31.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC301$31.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$30.9K<0.01%+1613F-HRTimeline
Medallion Wealth Advisors, LLC300$30.9K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.298$30.7K0.02%013F-HRTimeline
Investors Research Corp290$29.9K0.01%-38713F-HRTimeline
GILL CAPITAL PARTNERS, LLC288$29.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV281$28.9K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC276$28.4K0.01%+9613F-HRTimeline
Godfrey Financial Associates, Inc.260$26.8K0.02%013F-HRTimeline
Boreal Capital Management LLC225$23.2K0.02%013F-HRTimeline
Scarborough Advisors, LLC203$21K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC202$20.8K<0.01%+113F-HRTimeline
Abound Wealth Management202$20.8K<0.01%+113F-HRTimeline
Costello Asset Management, INC200$20.6K0.01%013F-HRTimeline
EFG International AGin group EFG International AG190$19.6K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.187$19.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.170$17.5K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.161$16.6K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$15.6K<0.01%-9813F-HRTimeline
Truvestments Capital LLC150$15.5K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …136$14K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…117$12.1K<0.01%+4413F-HRTimelineGroup
Winthrop Capital Management, LLC115$12K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL116$12K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC108$11.1K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC106$10.9K0.01%+7113F-HRTimeline
Sankala Group LLC101$10.4K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/100$10.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC100$10.3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$10.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC95$9.8K<0.01%-31813F-HRTimeline
Dunhill Financial, LLC94$9.69K<0.01%-15913F-HRTimeline
Noble Wealth Management PBC84$8.66K<0.01%013F-HRTimeline
Archer Investment Corp79$8.15K<0.01%013F-HRTimeline
Signature Equity Partners, LLC76$7.79K<0.01%+113F-HRTimeline
Key Financial Inc70$7.22K<0.01%013F-HRTimeline
Rossby Financial, LCC66$6.9K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC57$5.85K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.56$5.78K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC52$5.39K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC52$5.25K<0.01%new13F-HRTimeline
RMG Wealth Management LLC50$5.23K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC39$4.02K<0.01%013F-HRTimeline
Root Financial Partners, LLC25$2.58K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25$2.58K<0.01%013F-HRTimeline
SIGNATUREFD, LLC15$1.55K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC12$1.24K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC11$1.14K<0.01%new13F-HRTimeline