Skip to content
Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

Follow

WTR ETF (fund)

295 managers (300 13F filers) reported a position in FIW shares at 2025-03-31, 8,595,716 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
295
13F filers
300
New
26
Added
112
Reduced
95
Sold out
19
Shares held by filers
8,595,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,046,970$105M0.01%-107,43913F-HRTimelineGroup
LPL Financial LLC844,947$85.1M0.03%+32,08513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/446,536$45M<0.01%-2,35613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN430,480$43.4M0.01%-55,15213F-HRTimelineGroup
UBS Group AGin group UBS Group AG427,662$43.1M0.01%-21,09113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC315,981$31.8M0.05%+17,53913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC227,482$22.9M0.01%+41,41713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,254$20.1M0.02%-4,50213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding198,646$20M-114Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,874$18.3M<0.01%-27,72213F-HR/ATimelineGroup
Arax Advisory Partners178,668$18M1.15%+6,06313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC172,089$17.3M<0.01%-4,04213F-HRTimelineGroup
1832 Asset Management L.P.159,323$16M0.03%013F-HRTimeline
Polianta Ltd143,900$14.5M7%013F-HRTimeline
Cetera Investment Advisers133,513$13.4M0.03%+9,17013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding132,487$13.3M-5,662Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding119,514$12M+25,543Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM110,344$11.1M1.61%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP106,754$10.8M0.02%+95513F-HRTimelineGroup
Clearwater Capital Advisors, LLC105,989$10.7M1.03%+3,17313F-HRTimeline
Cambridge Investment Research Advisors,…100,385$10.1M0.03%-37,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\80,775$8.13M0.01%-10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,084$7.47M0.02%+5,44913F-HRTimelineGroup
NewEdge Advisors, LLC62,870$6.33M0.04%+4,88013F-HRTimeline
Private Advisor Group, LLC59,795$6.02M0.04%-6,67813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC57,769$5.82M0.08%+19,56813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,682$5.31M0.08%-6,56613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.52,175$5.25M0.03%-33,82113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,629$5.1M<0.01%+1,08113F-HRTimelineGroup
Janney Montgomery Scott LLC50,454$5.08M0.01%+20,34013F-HRTimeline
Chicago Partners Investment Group LLC49,346$5.01M0.17%+18,89413F-HRTimeline
White Pine Investment CO48,618$4.9M1.32%+10013F-HRTimeline
Mainsail Financial Group, LLC46,909$4.72M2.68%+2,48513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,212$4.55M0.01%+33,46913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,419$4.27M0.11%+13,05813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,405$4.27M<0.01%+1,39713F-HRTimelineGroup
Sigma Planning Corp41,930$4.22M0.13%+87813F-HRTimeline
Mariner, LLCin group Mariner, LLC39,823$4.01M0.01%+1,12513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,762$4M0.01%-12,16113F-HRTimeline
Prism Advisors, Inc.38,990$3.93M1.21%-64913F-HRTimeline
Integrated Wealth Concepts LLC38,480$3.88M0.05%+8,73913F-HRTimeline
Stegent Equity Advisors, Inc.38,360$3.86M3.92%-1,60213F-HRTimeline
LexAurum Advisors, LLC38,089$3.84M0.74%+98913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,398$3.76M<0.01%-49113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.39,288$3.72M0.64%+11,51113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,024$3.43M<0.01%+1,11313F-HRTimelineGroup
Steward Partners Investment Advisory, L…33,751$3.4M0.03%-1,03713F-HRTimeline
Raab & Moskowitz Asset Management LLC32,712$3.29M0.83%-19413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding32,019$3.22M-1,680Timeline
Evelyn Partners Investment Management (…30,002$3.02M1.13%-2,33713F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,239$2.84M<0.01%new13F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC27,487$2.77M0.57%+1,71713F-HRTimeline
Money Design Co.,Ltd.27,281$2.75M0.14%-3,12413F-HRTimeline
Waverly Advisors, LLC26,858$2.7M0.03%-19813F-HRTimeline
COMERICA BANK26,466$2.67M0.01%-46913F-HRTimeline
HighTower Advisors, LLC25,998$2.62M<0.01%+1,60213F-HRTimeline
Strategic Blueprint, LLC25,903$2.61M0.14%+93513F-HRTimeline
&PARTNERS25,530$2.56M0.03%+5,71813F-HRTimeline
M Holdings Securities, Inc.24,593$2.48M0.41%+69013F-HRTimeline
Farrow Financial, Inc.22,443$2.26M1.52%+29213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC22,356$2.25M0.43%-54813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,922$2.01M0.03%-37613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth19,254$1.94M<0.01%+1,84013F-HR/ATimelineGroup
Eagle Strategies LLC19,117$1.93M0.33%-10,77713F-HRTimeline
Stonebridge Financial Planning Group, L…18,185$1.83M0.84%+213F-HRTimeline
Moors & Cabot, Inc.17,678$1.78M0.09%-1,13713F-HRTimeline
Davis Investment Partners, LLC18,075$1.76M0.78%013F-HRTimeline
Financial Enhancement Group LLC17,899$1.75M0.27%+2,32613F-HRTimeline
Summit Financial, LLC16,706$1.68M0.05%+8,20813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.16,494$1.66M0.88%-47413F-HRTimeline
SFMG, LLC16,152$1.63M0.13%+2813F-HRTimeline
D.A. DAVIDSON & CO.16,122$1.62M0.01%-24013F-HRTimeline
Prime Capital Investment Advisors, LLC16,018$1.61M0.02%-19113F-HRTimeline
COZAD ASSET MANAGEMENT INC16,016$1.61M0.16%-23413F-HRTimeline
Acorn Wealth Advisors, LLC15,919$1.6M0.67%-66413F-HRTimeline
Outlook Wealth Advisors, LLC15,695$1.58M0.44%+3,75713F-HRTimeline
CIBC WORLD MARKET INC.15,464$1.56M<0.01%+24213F-HRTimeline
Sanctuary Advisors, LLC15,453$1.56M0.01%+55413F-HRTimeline
WMG Financial Advisors, LLC15,148$1.53M0.65%-23913F-HRTimeline
Cornerstone Management, Inc.14,484$1.46M0.27%new13F-HRTimeline
Proquility Private Wealth Partners, LLC13,997$1.41M0.43%+7,45913F-HRTimeline
SFI Advisors, LLC13,908$1.4M1.04%+3,84413F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,815$1.39M0.04%-16013F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,461$1.36M1.12%+41813F-HRTimeline
Cutter & CO Brokerage, Inc.13,049$1.31M0.31%-15113F-HRTimeline
Atria Wealth Solutions, Inc.13,039$1.31M0.02%-89713F-HRTimeline
First Heartland Consultants, Inc.12,790$1.29M0.13%+90513F-HRTimeline
CORRADO ADVISORS, LLC12,605$1.27M0.85%+73613F-HRTimeline
Cornerstone Wealth Management, LLC12,535$1.26M0.09%+3,09913F-HRTimeline
Nilsine Partners, LLC12,469$1.26M0.14%-1,14313F-HRTimeline
Mascoma Wealth Management LLC12,298$1.24M0.31%-5,53513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,290$1.24M0.02%-29013F-HRTimelineGroup
Modera Wealth Management, LLC12,224$1.23M0.02%-96613F-HRTimeline
Csenge Advisory Group12,301$1.19M0.07%+44013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,575$1.17M0.3%-1,13813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.11,408$1.15M0.06%+78613F-HR/ATimelineGroup
Virtue Capital Management, LLC11,365$1.14M0.13%new13F-HRTimeline
Ipsen Advisor Group LLC11,163$1.12M0.97%+1,05813F-HRTimeline
PFG Advisors10,885$1.1M0.06%-29213F-HRTimeline
Sage Capital Management, LLC10,703$1.08M0.59%+1,27913F-HRTimeline
Ausdal Financial Partners, Inc.10,670$1.07M0.08%+56813F-HRTimeline
Florin Court Capital LLP10,600$1.07M1.11%+3,59013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,323$1.04M0.03%+5013F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,269$1.03M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,249$1.03M0.03%-49413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,789$986K0.09%+1,05913F-HRTimeline
Clear Creek Financial Management, LLC9,679$975K0.1%+2213F-HRTimeline
MTM Investment Management, LLC9,580$967K0.37%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,293$936K0.31%+54413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,154$922K<0.01%-2,57513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,980$904K<0.01%-1,16613F-HRTimeline
DAVENPORT & Co LLC8,841$890K0.01%+39913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,632$869K0.01%+2,58413F-HRTimelineGroup
CoreCap Advisors, LLC8,607$867K0.04%+50613F-HRTimeline
FreeGulliver LLC7,911$797K0.4%+34413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,889$795K0.02%new13F-HRTimelineGroup
FMR LLCin group FMR LLC7,830$789K<0.01%+81813F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC7,734$779K0.48%+56213F-HRTimeline
Perissos Private Wealth Management, LLC7,520$757K0.69%-24713F-HRTimeline
Platform Technology Partners7,500$755K0.22%new13F-HRTimeline
Trinity Legacy Partners, LLC7,049$747K0.19%+35513F-HRTimeline
Western Wealth Management, LLC7,200$725K0.05%-42913F-HRTimeline
Nova R Wealth, Inc.7,060$711K0.35%+313F-HRTimeline
CWM, LLCin group CWM, LLC7,055$711K<0.01%-45413F-HRTimelineGroup
Prospera Financial Services Inc6,960$703K0.02%-11413F-HRTimeline
Wilmington Savings Fund Society, FSB6,882$693K0.01%+2413F-HRTimeline
Prairie Wealth Advisors, Inc.6,866$691K0.34%-30013F-HRTimeline
Global Assets Advisory, LLC7,200$691K0.13%+4,80013F-HRTimeline
SMITH, MOORE & CO.6,801$685K0.06%+8413F-HRTimeline
Comprehensive Money Management Services…6,506$655K0.53%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,358$640K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.6,321$636K0.05%+6,31513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,160$620K0.03%-21313F-HRTimeline
Creative Planningin group Creative Planning6,056$610K<0.01%+913F-HRTimelineGroup
World Investment Advisors5,975$602K0.02%+413F-HRTimeline
B. Riley Wealth Advisors, Inc.5,783$582K0.02%-6,53513F-HRTimeline
Wealthspire Retirement, LLC5,672$571K0.05%+71813F-HRTimeline
Apeiron RIA LLC5,633$567K0.17%-90713F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,601$564K0.21%+1,00413F-HRTimeline
WEDBUSH SECURITIES INC5,557$560K0.02%+11613F-HRTimeline
PFG Investments, LLC5,467$551K0.04%-5113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,430$547K0.04%-25013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$545K0.23%013F-HRTimeline
Clearstead Advisors, LLC5,395$543K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,230$527K0.01%+86013F-HRTimeline
Orion Portfolio Solutions, LLC5,230$527K0.01%+86013F-HR/ATimeline
Arkadios Wealth Advisors5,111$515K0.02%+22513F-HRTimeline
Kingsview Wealth Management, LLC5,026$506K0.01%-3513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,943$498K<0.01%-9,29513F-HR/ATimelineGroup
Relyea Zuckerberg Hanson LLC4,934$497K0.07%-96813F-HRTimeline
Garden State Investment Advisory Servic…4,860$489K0.16%-7013F-HRTimeline
Kesler, Norman & Wride, LLC4,840$487K0.09%-9,21113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,814$481K0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,664$476K0.01%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,708$474K0.03%-23413F-HRTimeline
Advisory Services Network, LLC4,707$474K0.01%+47113F-HRTimeline
Walkner Condon Financial Advisors LLC4,678$471K0.1%+2613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,502$453K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC4,394$444K0.04%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,400$443K0.26%013F-HRTimeline
WEALTH EFFECTS LLC4,229$426K0.18%013F-HRTimeline
Gladstone Institutional Advisory LLC4,185$421K0.02%-31,00913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,100$413K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.4,052$408K0.03%013F-HRTimelineGroup
Kaizen Financial Strategies3,916$394K0.23%-19613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,857$388K0.01%+26013F-HRTimelineGroup
Jacobi Capital Management LLC3,826$385K0.03%+413F-HRTimeline
TruWealth Advisors, LLC3,822$385K0.02%+413F-HRTimeline
Savvy Advisors, Inc.3,808$384K0.04%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,739$377K0.07%+3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,656$368K<0.01%013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC3,620$365K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,517$354K<0.01%+8813F-HRTimeline
Prospect Financial Services LLC3,456$348K0.19%+67313F-HRTimeline
Ignite Planners, LLC3,376$343K0.07%+8213F-HRTimeline
Princeton Global Asset Management LLC3,324$335K0.07%+413F-HRTimeline
Aprio Wealth Management, LLC3,293$332K0.04%-27413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,222$324K0.01%+1513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,161$318K0.01%-53013F-HRTimeline
NATURAL INVESTMENTS, LLC3,161$318K0.09%013F-HRTimeline
Pure Financial Advisors, LLC3,147$317K0.01%013F-HRTimeline
Regal Investment Advisors LLC3,144$317K0.03%+20313F-HRTimeline
Selective Wealth Management, Inc.3,277$316K0.14%013F-HRTimeline
Brookwood Investment Group LLC3,114$314K0.05%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,071$309K0.01%+21213F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.3,066$309K0.21%-66413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,054$308K0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,040$306K0.04%+4613F-HRTimeline
Financial Advocates Investment Manageme…3,008$303K0.02%-24013F-HRTimeline
MinichMacGregor Wealth Management, LLC2,918$294K0.07%+113F-HRTimeline
Atria Investments, Inc2,882$290K<0.01%-56813F-HRTimeline
Paragon Private Wealth Management, LLC2,882$290K0.13%-55413F-HRTimeline
PRIVATE TRUST CO NA2,860$288K0.03%013F-HRTimeline
Dash Acquisitions Inc.2,698$286K0.06%013F-HRTimeline
Mason & Associates Inc2,822$284K0.07%013F-HRTimeline
Pacific Sun Financial Corp2,680$270K0.15%+19513F-HRTimeline
Tradition Wealth Management, LLC2,642$266K0.02%+40813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,641$266K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,511$253K0.08%-7,29313F-HRTimeline
Commonwealth Financial Services, LLC2,483$250K0.05%013F-HRTimeline