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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

292 managers (297 13F filers) reported a position in FIW shares at 2024-12-31, 8,631,242 shares in all. 23 filers opened a position and 20 filers sold out during the quarter.

Managers
292
13F filers
297
New
23
Added
123
Reduced
82
Sold out
20
Shares held by filers
8,631,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,154,409$118M0.01%+47,64113F-HR/ATimelineGroup
LPL Financial LLC812,862$83M0.03%+82,17313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN485,632$49.6M0.01%-5,48513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/448,892$45.8M<0.01%+22,66613F-HRTimelineGroup
UBS Group AGin group UBS Group AG448,753$45.8M0.01%-4,22013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC298,442$30.5M0.04%+1,66413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA209,596$21.4M<0.01%-40,08813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,756$20.8M0.02%-1,01413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding198,760$20.3M-5,362Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,065$19M0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,131$18M<0.01%+40,53513F-HRTimelineGroup
Arax Advisory Partners172,605$17.6M1.11%+4,00113F-HRTimeline
1832 Asset Management L.P.159,323$16.3M0.03%-34013F-HRTimeline
Polianta Ltd143,900$14.7M7.02%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding138,149$14.1M+7,150Timeline
Cambridge Investment Research Advisors,…137,485$14M0.05%-3,25313F-HRTimeline
Cetera Investment Advisers124,343$12.7M0.03%+3,39713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM110,344$11.3M1.82%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,799$10.8M0.02%+8,24013F-HRTimelineGroup
Clearwater Capital Advisors, LLC102,816$10.5M1.03%-7013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding93,971$9.59M+21,785Timeline
AVANTAX ADVISORY SERVICES, INC.85,996$8.78M0.06%+4,90413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\80,880$8.25M0.01%+6513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,635$7.01M0.02%+1,39913F-HR/ATimelineGroup
Private Advisor Group, LLC66,473$6.78M0.04%+85513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,248$6.05M0.09%+54113F-HRTimelineGroup
NewEdge Advisors, LLC57,990$5.92M0.04%+1,01413F-HRTimeline
MML INVESTORS SERVICES, LLC51,923$5.3M0.02%-2,75613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,548$5.06M<0.01%+15,02613F-HRTimelineGroup
White Pine Investment CO48,518$4.95M1.34%+84613F-HRTimeline
Mainsail Financial Group, LLC44,424$4.53M2.63%+1,64613F-HRTimeline
Sigma Planning Corp41,052$4.19M0.13%+2,56413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/41,008$4.18M<0.01%+1,30313F-HRTimelineGroup
Stegent Equity Advisors, Inc.39,962$4.08M4.14%+17813F-HRTimeline
Prism Advisors, Inc.39,639$4.05M1.21%-26313F-HRTimeline
Mariner, LLCin group Mariner, LLC38,698$3.95M0.01%+27313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,201$3.9M0.06%+1,05113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,889$3.87M0.01%+1,00513F-HRTimelineGroup
LexAurum Advisors, LLC37,100$3.79M0.75%+4,16713F-HRTimeline
Gladstone Institutional Advisory LLC35,194$3.59M0.17%-4,12413F-HRTimeline
Steward Partners Investment Advisory, L…34,788$3.55M0.03%-3,88213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,699$3.44M-1,937Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,911$3.36M<0.01%+1,57413F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC32,906$3.36M0.82%-13013F-HRTimeline
Evelyn Partners Investment Management (…32,339$3.3M1.2%13F-HRTimeline
Money Design Co.,Ltd.30,405$3.11M0.16%-5,06813F-HRTimeline
Chicago Partners Investment Group LLC30,452$3.09M0.1%+21013F-HRTimeline
Janney Montgomery Scott LLC30,114$3.07M0.01%+14,16213F-HRTimeline
Eagle Strategies LLC29,894$3.05M0.53%+19,52613F-HRTimeline
Integrated Wealth Concepts LLC29,741$3.04M0.04%+23413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,361$3M0.08%+58513F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.27,777$2.83M0.46%+9,03113F-HRTimeline
Waverly Advisors, LLC27,056$2.76M0.04%+29513F-HRTimeline
COMERICA BANK26,935$2.75M0.01%+2,24213F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC25,770$2.63M0.51%+79613F-HRTimeline
Strategic Blueprint, LLC24,968$2.55M0.15%+1,03013F-HRTimeline
HighTower Advisors, LLC24,396$2.49M<0.01%+3113F-HRTimeline
Independent Advisor Alliance23,911$2.44M0.03%new13F-HRTimeline
M Holdings Securities, Inc.23,903$2.44M0.39%-89313F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC22,904$2.34M0.41%-41013F-HRTimeline
Farrow Financial, Inc.22,151$2.26M1.47%+8213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,298$2.07M0.03%-58713F-HRTimelineGroup
&PARTNERS19,812$2.03M0.02%+4,85713F-HRTimeline
Moors & Cabot, Inc.18,815$1.92M0.09%+75913F-HRTimeline
Stonebridge Financial Planning Group, L…18,183$1.86M0.83%+313F-HRTimeline
Mascoma Wealth Management LLC17,833$1.82M0.46%+54313F-HRTimeline
Davis Investment Partners, LLC18,075$1.81M0.76%-83113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,414$1.78M<0.01%new13F-HR/ATimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.16,968$1.73M0.91%-5413F-HRTimeline
Acorn Wealth Advisors, LLC16,583$1.69M0.7%-27313F-HRTimeline
D.A. DAVIDSON & CO.16,362$1.67M0.01%-57,73713F-HRTimeline
COZAD ASSET MANAGEMENT INC16,250$1.66M0.15%+1,62813F-HRTimeline
Prime Capital Investment Advisors, LLC16,209$1.65M0.02%+28713F-HRTimeline
SFMG, LLC16,124$1.65M0.13%-70113F-HRTimeline
Financial Enhancement Group LLC15,573$1.58M0.24%+1,70613F-HRTimeline
Sanctuary Advisors, LLC14,899$1.58M0.01%+1,28713F-HRTimeline
WMG Financial Advisors, LLC15,387$1.57M0.68%+16813F-HRTimeline
CIBC WORLD MARKET INC.15,222$1.55M<0.01%-6813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,238$1.45M<0.01%+10,44213F-HRTimelineGroup
Kesler, Norman & Wride, LLC14,051$1.43M0.31%-8913F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,975$1.43M0.04%+65513F-HRTimeline
Atria Wealth Solutions, Inc.13,936$1.42M0.02%+1,18813F-HRTimeline
Nilsine Partners, LLC13,612$1.39M0.15%-6613F-HRTimeline
Cutter & CO Brokerage, Inc.13,200$1.35M0.33%-8413F-HRTimeline
Modera Wealth Management, LLC13,190$1.35M0.02%-3,01213F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,043$1.33M1.13%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,713$1.3M0.32%+32213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,580$1.28M0.02%+51013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,318$1.26M0.04%-1613F-HRTimeline
TAP Consulting, LLC12,265$1.25M0.26%-69013F-HRTimeline
Outlook Wealth Advisors, LLC11,938$1.22M0.35%-62613F-HRTimeline
First Heartland Consultants, Inc.11,885$1.21M0.12%+1,26313F-HRTimeline
CORRADO ADVISORS, LLC11,869$1.21M0.79%+10313F-HRTimeline
Csenge Advisory Group11,861$1.21M0.07%+28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,743$1.2M<0.01%-14,38813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,729$1.2M<0.01%-1,19413F-HRTimelineGroup
PFG Advisors11,177$1.14M0.07%+31713F-HRTimeline
HARBOUR INVESTMENTS, INC.10,743$1.1M0.03%+66413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,622$1.09M0.06%+43613F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,273$1.05M0.03%+713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,146$1.04M<0.01%+7,04813F-HR/ATimeline
Ipsen Advisor Group LLC10,105$1.03M0.88%13F-HRTimeline
Ausdal Financial Partners, Inc.10,102$1.03M0.09%+1,06213F-HRTimeline
SFI Advisors, LLC10,064$1.03M0.72%new13F-HRTimeline
Measured Wealth Private Client Group, L…9,804$1M0.32%+70513F-HRTimeline
Clear Creek Financial Management, LLC9,657$985K0.11%+2513F-HRTimeline
MTM Investment Management, LLC9,580$978K0.38%013F-HRTimeline
Cornerstone Wealth Management, LLC9,436$963K0.07%+3,06413F-HRTimeline
Sage Capital Management, LLC9,424$962K0.49%+4913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,749$893K0.29%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,730$885K0.07%new13F-HRTimeline
Summit Financial, LLC8,498$867K0.03%-1,04713F-HRTimeline
DAVENPORT & Co LLC8,442$861K0.01%+37713F-HRTimeline
CoreCap Advisors, LLC8,101$827K0.04%+58113F-HRTimeline
Perissos Private Wealth Management, LLC7,767$793K0.59%+613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC7,172$784K0.46%13F-HRTimeline
Western Wealth Management, LLC7,629$779K0.05%-4513F-HR/ATimeline
FreeGulliver LLC7,567$772K0.4%+72313F-HRTimeline
CWM, LLCin group CWM, LLC7,509$766K<0.01%-1,60813F-HRTimelineGroup
Morangie Management LLC7,268$742K0.6%13F-HRTimeline
Prairie Wealth Advisors, Inc.7,166$731K0.35%-46013F-HRTimeline
Prospera Financial Services Inc7,074$724K0.02%-9913F-HRTimeline
Nova R Wealth, Inc.7,057$720K0.36%+1813F-HRTimeline
FMR LLCin group FMR LLC7,012$716K<0.01%+2,52313F-HRTimelineGroup
Florin Court Capital LLP7,010$715K0.74%-40,27613F-HRTimeline
Wilmington Savings Fund Society, FSB6,858$700K0.01%013F-HRTimeline
SMITH, MOORE & CO.6,717$685K0.06%+26613F-HRTimeline
Trinity Legacy Partners, LLC6,694$683K0.18%-1713F-HRTimeline
Apeiron RIA LLC6,540$667K0.19%+9613F-HRTimeline
Proquility Private Wealth Partners, LLC6,538$667K0.21%-1,85913F-HRTimeline
Comprehensive Money Management Services…6,506$664K0.55%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,373$650K0.03%-4513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,048$617K0.01%+72813F-HRTimelineGroup
Creative Planningin group Creative Planning6,047$617K<0.01%+26613F-HRTimelineGroup
World Investment Advisors5,971$609K0.02%+1913F-HRTimeline
Relyea Zuckerberg Hanson LLC5,902$602K0.08%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,680$580K0.04%+313F-HRTimeline
PFG Investments, LLC5,518$563K0.04%+19513F-HRTimeline
WEDBUSH SECURITIES INC5,441$555K0.02%-55913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$552K0.15%013F-HRTimeline
Clearstead Advisors, LLC5,395$551K0.01%+4,57213F-HRTimeline
Kingsview Wealth Management, LLC5,061$516K0.01%+9813F-HRTimeline
Wealthspire Retirement, LLC4,954$506K0.04%-3513F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,942$504K0.03%-1513F-HR/ATimeline
Garden State Investment Advisory Servic…4,930$503K0.15%-27013F-HRTimeline
Arkadios Wealth Advisors4,886$499K0.03%-9513F-HRTimeline
Compound Planning, Inc.4,883$498K0.03%-8813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,664$476K0.01%+57913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,652$475K0.1%+11913F-HRTimeline
ARQ WEALTH ADVISORS, LLC4,597$469K0.18%+49813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,502$459K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC4,400$449K0.26%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,370$446K<0.01%-10113F-HRTimeline
Orion Portfolio Solutions, LLC4,370$446K<0.01%-10113F-HRTimeline
Advisory Services Network, LLC4,236$432K0.01%-88013F-HRTimeline
WEALTH EFFECTS LLC4,229$432K0.15%-14913F-HRTimeline
Kaizen Financial Strategies4,112$420K0.24%+8513F-HRTimeline
Global Retirement Partners, LLC4,101$419K0.01%-1,21513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,052$414K0.03%-61313F-HRTimelineGroup
Jacobi Capital Management LLC3,822$390K0.03%-9313F-HRTimeline
TruWealth Advisors, LLC3,818$390K0.02%+1013F-HRTimeline
Savvy Advisors, Inc.3,808$389K0.05%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,800$388K0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.3,730$381K0.26%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,704$378K0.07%-12413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,691$377K0.01%+22413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,656$373K<0.01%-3613F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC3,620$369K0.08%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,597$367K0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC3,567$364K0.05%-213F-HRTimeline
Atria Investments, Inc3,450$352K<0.01%-25113F-HRTimeline
Paragon Private Wealth Management, LLC3,436$351K0.16%-17913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,429$350K<0.01%+3213F-HRTimeline
Gateway Wealth Partners, LLC3,383$345K0.09%-37913F-HRTimeline
Snowden Capital Advisors LLC3,341$341K0.01%+313F-HRTimeline
Princeton Global Asset Management LLC3,320$339K0.06%+813F-HRTimeline
Selective Wealth Management, Inc.3,277$337K0.14%+113F-HRTimeline
Ignite Planners, LLC3,294$337K0.07%-6813F-HRTimeline
Financial Advocates Investment Manageme…3,248$331K0.02%-1,66113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,207$327K0.06%-3113F-HRTimelineGroup
NATURAL INVESTMENTS, LLC3,161$322K0.09%13F-HRTimeline
Pure Financial Advisors, LLC3,147$321K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,994$306K0.04%+32413F-HRTimeline
Wealthfront Advisers LLC2,968$303K<0.01%+77613F-HR/ATimeline
RFG Advisory, LLC2,945$301K0.01%new13F-HRTimeline
Regal Investment Advisors LLC2,941$300K0.02%+213F-HRTimeline
MinichMacGregor Wealth Management, LLC2,917$298K0.06%-613F-HRTimeline
PRIVATE TRUST CO NA2,860$292K0.03%+20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,859$292K0.01%-5213F-HRTimelineGroup
Mason & Associates Inc2,822$288K0.07%+23213F-HRTimeline
Dash Acquisitions Inc.2,698$285K0.06%013F-HRTimeline
Prospect Financial Services LLC2,783$284K0.16%+11113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,641$270K<0.01%+2413F-HRTimelineGroup
Pacific Sun Financial Corp2,485$254K0.14%+20813F-HRTimeline
Commonwealth Financial Services, LLC2,483$253K0.05%-3213F-HRTimeline
Tyler-Stone Wealth Management2,470$252K0.04%+513F-HRTimeline
Composition Wealth, LLC2,407$246K<0.01%+24613F-HRTimeline
Global Assets Advisory, LLC2,400$243K0.13%-10013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$241K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,319$237K0.05%+113F-HRTimelineGroup