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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

293 managers (297 13F filers) reported a position in FIW shares at 2025-06-30, 8,699,914 shares in all. 23 filers opened a position and 25 filers sold out during the quarter.

Managers
293
13F filers
297
New
23
Added
120
Reduced
103
Sold out
25
Shares held by filers
8,699,914

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,104,437$119M0.01%+57,46713F-HRTimelineGroup
LPL Financial LLC872,711$94.2M0.03%+27,76413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/469,117$50.7M<0.01%+22,58113F-HRTimelineGroup
UBS Group AGin group UBS Group AG415,298$44.8M0.01%-12,36413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397,458$42.9M0.01%-33,02213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC306,495$33.1M0.04%-9,48613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,127$23.8M0.01%-7,35513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP211,978$22.9M0.02%+12,72413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding206,625$22.3M+7,979Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,687$19.6M<0.01%-18713F-HR/ATimelineGroup
Arax Advisory Partners180,413$19.5M0.9%+1,74513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC167,713$18.1M<0.01%-4,37613F-HRTimelineGroup
1832 Asset Management L.P.163,547$17.7M0.03%+4,22413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding152,598$16.5M+20,111Timeline
Polianta Ltd143,900$15.5M6.7%013F-HRTimeline
Cetera Investment Advisers132,412$14.3M0.02%-1,10113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding121,816$13.2M+2,302Timeline
Clearwater Capital Advisors, LLC106,541$11.5M1.05%+55213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP104,676$11.3M0.02%-2,07813F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM110,344$11.1M1.52%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,421$10.5M0.02%+23,33713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…87,016$9.4M0.03%-13,36913F-HRTimeline
Prism Advisors, Inc.64,020$6.91M1.97%+25,03013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\63,382$6.84M0.01%-17,39313F-HRTimelineGroup
Private Advisor Group, LLC59,915$6.47M0.03%+12013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,506$5.56M0.03%-66913F-HRTimeline
Janney Montgomery Scott LLC51,208$5.53M0.01%+75413F-HRTimeline
Chicago Partners Investment Group LLC49,204$5.4M0.16%-14213F-HRTimeline
Mainsail Financial Group, LLC48,050$5.17M2.41%+1,14113F-HRTimeline
White Pine Investment CO47,790$5.16M1.29%-82813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,072$5.08M0.12%+4,65313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,476$5.02M0.07%-6,20613F-HRTimelineGroup
Sigma Planning Corp43,790$4.73M0.14%+1,86013F-HRTimeline
Modern Wealth Management, LLC43,309$4.68M0.12%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,102$4.55M<0.01%-30313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,232$4.34M0.01%+40913F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.39,441$4.26M0.66%+15313F-HR/ATimeline
MML INVESTORS SERVICES, LLC39,186$4.23M0.01%-57613F-HRTimeline
LexAurum Advisors, LLC39,158$4.23M0.67%+1,06913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,527$4.16M0.01%-6,68513F-HRTimelineGroup
Integrated Wealth Concepts LLC37,918$4.09M0.04%-56213F-HRTimeline
Stegent Equity Advisors, Inc.37,878$4.09M3.62%-48213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,988$4M<0.01%-41013F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,080$3.9M0.05%-21,68913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,032$3.78M<0.01%+1,00813F-HRTimelineGroup
NewEdge Advisors, LLC33,133$3.58M0.02%-29,73713F-HRTimeline
Raab & Moskowitz Asset Management LLC32,762$3.54M0.84%+5013F-HRTimeline
Steward Partners Investment Advisory, L…31,739$3.43M0.03%-2,01213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding29,252$3.16M-2,767Timeline
Strategic Blueprint, LLC28,446$3.07M0.15%+2,54313F-HRTimeline
&PARTNERS28,342$3.06M0.02%+2,81213F-HRTimeline
Evelyn Partners Investment Management (…28,292$3.05M1.1%-1,71013F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC27,824$3M0.56%+33713F-HRTimeline
COMERICA BANK27,154$2.93M0.01%+68813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,267$2.84M<0.01%-24,36213F-HRTimelineGroup
HighTower Advisors, LLC26,254$2.83M<0.01%+25613F-HRTimeline
M Holdings Securities, Inc.25,689$2.77M0.48%+1,09613F-HRTimeline
Waverly Advisors, LLC25,581$2.76M0.03%-1,27713F-HRTimeline
Money Design Co.,Ltd.24,784$2.68M0.12%-2,49713F-HRTimeline
Fortitude Financial, LLC47,223$2.46M2.18%new13F-HRTimeline
Prospera Financial Services Inc22,639$2.45M0.05%+15,67913F-HRTimeline
Farrow Financial, Inc.22,590$2.44M1.48%+14713F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC22,306$2.41M0.43%-5013F-HRTimeline
Summit Financial, LLC21,613$2.33M0.05%+4,90713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…19,905$2.15M0.08%+16,68313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth19,880$2.15M<0.01%+62613F-HRTimelineGroup
Atria Investments, Inc19,580$2.11M0.02%+16,69813F-HRTimeline
Davis Investment Partners, LLC19,028$2.09M0.75%+95313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co18,682$2.02M0.02%-1,24013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC18,654$2.01M0.62%+9,36113F-HRTimeline
Financial Enhancement Group LLC18,007$1.98M0.28%+10813F-HRTimeline
Sanctuary Advisors, LLC18,050$1.95M0.01%+2,59713F-HRTimeline
Moors & Cabot, Inc.17,794$1.92M0.09%+11613F-HRTimeline
Stonebridge Financial Planning Group, L…17,207$1.86M0.78%-97813F-HRTimeline
COZAD ASSET MANAGEMENT INC16,838$1.82M0.16%+82213F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.16,511$1.78M0.87%+1713F-HRTimeline
SFMG, LLC16,319$1.76M0.13%+16713F-HRTimeline
Acorn Wealth Advisors, LLC15,900$1.72M0.64%-1913F-HRTimeline
Cornerstone Wealth Management, LLC15,888$1.72M0.1%+3,35313F-HRTimeline
Eagle Strategies LLC15,775$1.7M0.26%-3,34213F-HRTimeline
Outlook Wealth Advisors, LLC15,735$1.7M0.44%+4013F-HRTimeline
D.A. DAVIDSON & CO.15,659$1.69M0.01%-46313F-HRTimeline
Prime Capital Investment Advisors, LLC15,441$1.67M0.02%-57713F-HRTimeline
SIMON QUICK ADVISORS, LLC14,838$1.6M0.08%new13F-HR/ATimeline
CIBC WORLD MARKET INC.14,819$1.6M<0.01%-64513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,616$1.58M0.01%+5,98413F-HRTimelineGroup
WMG Financial Advisors, LLC14,494$1.57M0.58%-65413F-HRTimeline
Cornerstone Management, Inc.14,395$1.55M0.27%-8913F-HRTimeline
CORRADO ADVISORS, LLC13,472$1.45M0.89%+86713F-HRTimeline
Element Wealth, LLC13,072$1.41M0.65%new13F-HRTimeline
Atria Wealth Solutions, Inc.12,764$1.38M0.03%-27513F-HRTimeline
SFI Advisors, LLC12,615$1.36M0.94%-1,29313F-HRTimeline
Nilsine Partners, LLC12,312$1.33M0.13%-15713F-HRTimeline
Csenge Advisory Group12,461$1.32M0.07%+16013F-HRTimeline
Modera Wealth Management, LLC12,191$1.32M0.02%-3313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,070$1.3M0.36%+49513F-HRTimelineGroup
DAVENPORT & Co LLC11,796$1.27M0.01%+2,95513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,674$1.26M<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.11,663$1.26M0.06%+25513F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC11,656$1.26M1.01%-1,80513F-HRTimeline
Ipsen Advisor Group LLC11,630$1.26M0.96%+46713F-HRTimeline
Mascoma Wealth Management LLC11,454$1.24M0.29%-84413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,986$1.19M0.1%+1,19713F-HRTimeline
Ausdal Financial Partners, Inc.10,976$1.19M0.08%+30613F-HRTimeline
Sage Capital Management, LLC10,928$1.18M0.57%+22513F-HRTimeline
PFG Advisors10,863$1.17M0.05%-2213F-HRTimeline
Florin Court Capital LLP10,139$1.09M1.12%-46113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,085$1.09M0.02%-2,20513F-HRTimelineGroup
Clearstead Advisors, LLC9,967$1.08M0.02%+4,57213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,920$1.07M0.02%-40313F-HRTimelineGroup
Clear Creek Financial Management, LLC9,870$1.07M0.1%+19113F-HRTimeline
HARBOUR INVESTMENTS, INC.9,644$1.04M0.03%-60513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,603$1.04M0.07%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,301$1.03M<0.01%+32113F-HRTimeline
Platform Technology Partners9,500$1.03M0.27%+2,00013F-HRTimeline
MTM Investment Management, LLC9,185$992K0.33%-39513F-HRTimeline
Wilmington Savings Fund Society, FSB8,403$907K0.02%+1,52113F-HRTimeline
CoreCap Advisors, LLC8,063$871K0.04%-54413F-HRTimeline
FMR LLCin group FMR LLC8,038$868K<0.01%+20813F-HRTimelineGroup
FreeGulliver LLC7,807$843K0.39%-10413F-HRTimeline
Western Wealth Management, LLC7,698$831K0.05%+49813F-HRTimeline
Perissos Private Wealth Management, LLC7,526$813K0.64%+613F-HRTimeline
Trinity Legacy Partners, LLC6,992$753K0.18%-5713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,923$748K<0.01%-2,23113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC6,890$744K0.04%+73013F-HRTimeline
Bison Wealth, LLC6,750$741K0.06%+2,35613F-HRTimeline
CWM, LLCin group CWM, LLC6,855$740K<0.01%-20013F-HRTimelineGroup
Prairie Wealth Advisors, Inc.6,841$739K0.32%-2513F-HRTimeline
J.W. COLE ADVISORS, INC.6,816$736K0.02%+45813F-HRTimeline
SMITH, MOORE & CO.6,807$735K0.06%+613F-HRTimeline
LANARK FINANCIAL, INC.6,742$728K0.06%+42113F-HRTimeline
Comprehensive Money Management Services…6,501$702K0.53%-513F-HRTimeline
Global Retirement Partners, LLC6,067$655K0.02%13F-HRTimeline
World Investment Advisors5,841$631K0.01%-13413F-HRTimeline
PFG Investments, LLC5,701$616K0.04%+23413F-HRTimeline
WEDBUSH SECURITIES INC5,628$608K0.02%+7113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,432$587K0.04%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$584K0.2%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,350$578K0.01%+68613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,275$570K0.01%+1,41813F-HRTimelineGroup
Apeiron RIA LLC5,276$570K0.15%-35713F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,601$564K0.19%013F-HRTimeline
Arkadios Wealth Advisors5,123$553K0.02%+1213F-HRTimeline
Wealthspire Retirement, LLC5,107$551K0.04%-56513F-HRTimeline
Kingsview Wealth Management, LLC5,035$544K0.01%+913F-HRTimeline
Creative Planningin group Creative Planning5,019$542K<0.01%-1,03713F-HRTimelineGroup
First Heartland Consultants, Inc.4,969$537K0.05%-7,82113F-HRTimeline
Nova R Wealth, Inc.4,930$532K0.25%-2,13013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,914$531K0.04%+10013F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,878$527K0.03%+17013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,819$520K0.01%+1,74813F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,745$512K0.09%-9513F-HRTimeline
Regal Investment Advisors LLC4,730$511K0.04%+1,58613F-HRTimeline
Advisory Services Network, LLC4,631$503K0.01%-7613F-HRTimeline
Orion Porfolio Solutions, LLC4,604$497K<0.01%-62613F-HR/ATimeline
Garden State Investment Advisory Servic…4,520$488K0.13%-34013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,502$486K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC4,400$475K0.27%013F-HRTimeline
Walkner Condon Financial Advisors LLC4,246$458K0.08%-43213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,052$438K0.03%013F-HRTimelineGroup
Jacobi Capital Management LLC3,918$423K0.03%+9213F-HRTimeline
Gladstone Institutional Advisory LLC3,900$421K0.02%-28513F-HRTimeline
Composition Wealth, LLC3,886$420K0.01%+1,74613F-HRTimeline
TruWealth Advisors, LLC3,830$414K0.02%+813F-HRTimeline
Savvy Advisors, Inc.3,808$411K0.03%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,797$410K0.07%+5813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,796$410K<0.01%-1,14713F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC3,620$391K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,541$382K0.01%+38013F-HRTimeline
Kaizen Financial Strategies3,521$380K0.19%-39513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,520$380K<0.01%+313F-HRTimeline
Ignite Planners, LLC3,469$377K0.07%+9313F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,488$377K0.01%+43413F-HRTimelineGroup
Tactive Advisors, LLC3,485$376K0.12%13F-HRTimeline
GPS Wealth Strategies Group, LLC3,394$366K0.04%+35413F-HRTimeline
Selective Wealth Management, Inc.3,278$362K0.13%+113F-HRTimeline
Princeton Global Asset Management LLC3,331$360K0.07%+713F-HRTimeline
NATURAL INVESTMENTS, LLC3,324$358K0.09%+16313F-HRTimeline
WEALTH EFFECTS LLC3,280$354K0.13%-94913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,182$344K<0.01%-47413F-HRTimelineGroup
Pure Financial Advisors, LLC3,152$340K0.01%+513F-HRTimeline
Brookwood Investment Group LLC3,119$337K0.05%+513F-HRTimeline
Aprio Wealth Management, LLC3,109$336K0.04%-18413F-HRTimeline
Relyea Zuckerberg Hanson LLC3,070$331K0.04%-1,86413F-HRTimeline
Merit Financial Group, LLC2,959$319K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,860$309K0.03%013F-HRTimeline
Mason & Associates Inc2,822$305K0.07%013F-HRTimeline
Dash Acquisitions Inc.2,698$296K0.06%013F-HRTimeline
Pacific Sun Financial Corp2,710$293K0.15%+3013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,671$288K<0.01%+3013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.2,647$284K0.19%-41913F-HRTimeline
Tradition Wealth Management, LLC2,623$283K0.02%-1913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,486$268K0.02%+21213F-HRTimeline
Commonwealth Financial Services, LLC2,483$268K0.05%013F-HRTimeline
Tyler-Stone Wealth Management2,477$267K0.04%+413F-HRTimeline
Financial Advocates Investment Manageme…2,443$264K0.02%-56513F-HRTimeline
Global Assets Advisory, LLC2,400$264K0.1%-4,80013F-HRTimeline
Paragon Private Wealth Management, LLC2,420$261K0.1%-46213F-HRTimeline
KWB Wealth2,528$255K0.03%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$255K0.02%013F-HRTimeline