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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

292 managers (295 13F filers) reported a position in FIW shares at 2025-09-30, 8,485,134 shares in all. 26 filers opened a position and 23 filers sold out during the quarter.

Managers
292
13F filers
295
New
26
Added
119
Reduced
86
Sold out
23
Shares held by filers
8,485,134

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,062,576$119M0.01%-41,86113F-HR/ATimelineGroup
LPL Financial LLC901,299$101M0.03%+28,58813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/483,853$54.4M<0.01%+14,73613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN382,495$43M0.01%-14,96313F-HRTimelineGroup
UBS Group AGin group UBS Group AG367,215$41.3M0.01%-48,08313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC270,591$30.4M0.04%-35,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC260,093$29.2M0.01%+39,96613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding222,026$24.9M+15,401Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP220,373$24.8M0.02%+8,39513F-HRTimelineGroup
Cetera Investment Advisers206,694$23.2M0.03%+74,28213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,244$22.4M<0.01%+17,55713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding186,827$21M+34,229Timeline
Evelyn Partners Investment Management (…211,729$20.3M7.04%+183,43713F-HRTimeline
1832 Asset Management L.P.164,963$18.5M0.03%+1,41613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC163,886$18.4M<0.01%-3,82713F-HRTimelineGroup
Polianta Ltd143,900$16.2M6.66%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,447$13.2M0.02%+19,02613F-HRTimelineGroup
Clearwater Capital Advisors, LLC107,148$12M1.03%+60713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP104,870$11.8M0.02%+19413F-HRTimelineGroup
Cambridge Investment Research Advisors,…88,892$9.99M0.03%+1,87613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\63,760$7.16M0.01%+37813F-HRTimelineGroup
Prism Advisors, Inc.63,074$7.09M1.91%-94613F-HRTimeline
Private Advisor Group, LLC59,938$6.73M0.03%+2313F-HRTimeline
Janney Montgomery Scott LLC52,535$5.9M0.01%+1,32713F-HRTimeline
Chicago Partners Investment Group LLC49,210$5.59M0.15%+613F-HRTimeline
Mainsail Financial Group, LLC49,349$5.54M2.38%+1,29913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,138$5.41M0.11%+1,06613F-HRTimelineGroup
White Pine Investment CO47,771$5.37M1.27%-1913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,093$5.29M0.06%+61713F-HRTimelineGroup
Sigma Planning Corp44,988$5.05M0.14%+1,19813F-HRTimeline
Modern Wealth Management, LLC43,758$4.92M0.1%+44913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.43,646$4.9M0.72%+4,20513F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,839$4.81M<0.01%+73713F-HRTimelineGroup
LexAurum Advisors, LLC42,778$4.81M0.68%+3,62013F-HRTimeline
MML INVESTORS SERVICES, LLC40,080$4.5M0.01%+89413F-HRTimeline
Integrated Wealth Concepts LLC38,391$4.31M0.04%+47313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,499$4.1M<0.01%+1,46713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,193$4.06M<0.01%-79513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,308$3.97M0.04%-77213F-HRTimelineGroup
Stegent Equity Advisors, Inc.34,694$3.9M3.17%-3,18413F-HRTimeline
Steward Partners Investment Advisory, L…32,714$3.68M0.02%+97513F-HRTimeline
Raab & Moskowitz Asset Management LLC31,645$3.56M0.79%-1,11713F-HRTimeline
HighTower Advisors, LLC30,490$3.43M<0.01%+4,23613F-HRTimeline
Strategic Blueprint, LLC29,997$3.37M0.15%+1,55113F-HRTimeline
&PARTNERS28,600$3.21M0.02%+25813F-HRTimeline
COMERICA BANK28,538$3.21M0.01%+1,38413F-HRTimeline
STRATEGY ASSET MANAGERS LLC27,623$3.1M0.56%-20113F-HRTimeline
GTS SECURITIES LLC25,798$2.9M0.11%new13F-HRTimeline
Waverly Advisors, LLC25,304$2.84M0.03%-27713F-HRTimeline
Prospera Financial Services Inc24,887$2.8M0.05%+2,24813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC22,905$2.57M0.74%+4,25113F-HRTimeline
Jacobi Capital Management LLC22,209$2.57M0.16%+18,29113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,754$2.56M<0.01%-3,51313F-HR/ATimelineGroup
Florin Court Capital LLP22,717$2.55M2%+12,57813F-HRTimeline
Farrow Financial, Inc.22,660$2.55M1.48%+7013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC22,521$2.53M0.43%+21513F-HRTimeline
Fortitude Financial, LLC45,353$2.53M2.08%-1,87013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,127$2.26M0.08%+22213F-HRTimelineGroup
Summit Financial, LLC19,969$2.24M0.03%-1,64413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,789$2.22M<0.01%-9113F-HRTimelineGroup
Atria Investments, Inc19,773$2.22M0.03%+19313F-HRTimeline
Mariner, LLCin group Mariner, LLC19,202$2.16M<0.01%-21,03013F-HRTimelineGroup
Trilogy Capital Inc.19,008$2.14M0.1%new13F-HRTimeline
Financial Enhancement Group LLC18,674$2.13M0.29%+66713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co18,536$2.08M0.02%-14613F-HRTimelineGroup
Sanctuary Advisors, LLC18,358$2.06M0.01%+30813F-HR/ATimeline
Davis Investment Partners, LLC17,960$2.02M0.69%-1,06813F-HRTimeline
Stonebridge Financial Planning Group, L…17,627$1.98M0.74%+42013F-HRTimeline
COZAD ASSET MANAGEMENT INC17,294$1.94M0.15%+45613F-HRTimeline
Cornerstone Wealth Management, LLC17,139$1.93M0.11%+1,25113F-HRTimeline
Moors & Cabot, Inc.16,834$1.89M0.08%-96013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,120$1.81M0.01%+1,50413F-HRTimelineGroup
Outlook Wealth Advisors, LLC16,068$1.81M0.45%+33313F-HRTimeline
Eagle Strategies LLC15,899$1.79M0.24%+12413F-HRTimeline
Prime Capital Investment Advisors, LLC15,568$1.75M0.02%+12713F-HRTimeline
D.A. DAVIDSON & CO.15,454$1.74M0.01%-20513F-HRTimeline
Acorn Wealth Advisors, LLC15,444$1.74M0.54%-45613F-HRTimeline
SIMON QUICK ADVISORS, LLC15,066$1.69M0.08%+22813F-HRTimeline
CIBC WORLD MARKET INC.14,823$1.67M<0.01%+413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,765$1.66M<0.01%new13F-HRTimelineGroup
Cornerstone Management, Inc.14,458$1.62M0.27%+6313F-HRTimeline
NewEdge Advisors, LLC14,287$1.61M0.01%-18,84613F-HRTimeline
CORRADO ADVISORS, LLC14,135$1.59M0.85%+66313F-HRTimeline
WMG Financial Advisors, LLC13,850$1.56M0.52%-64413F-HRTimeline
Element Wealth, LLC13,192$1.48M0.65%+12013F-HRTimeline
Beacon Pointe Advisors, LLC13,081$1.47M0.01%new13F-HRTimeline
Kesler, Norman & Wride, LLC14,051$1.43M0.28%+9,30613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,670$1.42M0.01%+7,39513F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC12,150$1.37M1.01%+49413F-HRTimeline
Bison Wealth, LLC12,062$1.35M0.12%+5,31213F-HRTimeline
Modera Wealth Management, LLC11,853$1.33M0.02%-33813F-HRTimeline
Ipsen Advisor Group LLC11,750$1.32M0.95%+12013F-HRTimeline
Nilsine Partners, LLC11,701$1.31M0.12%-61113F-HRTimeline
SFI Advisors, LLC11,635$1.31M0.83%-98013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,597$1.3M0.4%-47313F-HRTimelineGroup
PFG Advisors11,489$1.29M0.05%+62613F-HRTimeline
Sage Capital Management, LLC11,333$1.27M0.57%+40513F-HRTimeline
Mascoma Wealth Management LLC11,228$1.26M0.28%-22613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,986$1.21M0.1%013F-HRTimeline
Ausdal Financial Partners, Inc.10,604$1.19M0.06%-37213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,210$1.15M0.02%+12513F-HRTimelineGroup
FMR LLCin group FMR LLC10,132$1.14M<0.01%+2,09413F-HRTimelineGroup
Clearstead Advisors, LLC9,967$1.12M0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,955$1.12M-19,297Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,947$1.12M0.06%+34413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,872$1.11M0.03%+1,46913F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,832$1.1M0.02%-8813F-HRTimelineGroup
Clear Creek Financial Management, LLC9,722$1.09M0.09%-14813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,638$1.09M<0.01%+33713F-HRTimeline
Platform Technology Partners9,500$1.07M0.26%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,413$1.06M0.05%-2,25013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,212$1.03M0.02%-43213F-HRTimeline
MTM Investment Management, LLC9,185$1.03M0.33%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,359$939K0.51%-8,15213F-HRTimeline
FreeGulliver LLC8,033$903K0.4%+22613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,669$862K0.04%+77913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC7,542$847K0.45%new13F-HRTimeline
SMITH, MOORE & CO.7,349$826K0.06%+54213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,244$814K0.06%+4,75813F-HRTimeline
Western Wealth Management, LLC7,159$804K0.04%-53913F-HRTimeline
J.W. COLE ADVISORS, INC.7,079$795K0.02%+26313F-HRTimeline
Perissos Private Wealth Management, LLC7,030$790K0.58%-49613F-HRTimeline
Trinity Legacy Partners, LLC6,994$779K0.18%+213F-HRTimeline
Prairie Wealth Advisors, Inc.6,723$755K0.31%-11813F-HRTimeline
Global Retirement Partners, LLC6,672$750K0.02%+60513F-HRTimeline
LANARK FINANCIAL, INC.6,593$741K0.06%-14913F-HRTimeline
CoreCap Advisors, LLC6,578$739K0.03%-1,48513F-HRTimeline
CWM, LLCin group CWM, LLC6,569$738K<0.01%-28613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,527$733K<0.01%-39613F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,409$720K0.01%+1,80513F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,385$717K0.21%+78413F-HRTimeline
Comprehensive Money Management Services…6,218$699K0.49%-28313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,211$698K<0.01%-5,46313F-HRTimelineGroup
Regal Investment Advisors LLC6,137$690K0.04%+1,40713F-HRTimeline
First Heartland Consultants, Inc.5,958$669K0.05%+98913F-HRTimeline
WEDBUSH SECURITIES INC5,693$640K0.02%+6513F-HRTimeline
PFG Investments, LLC5,683$638K0.03%-1813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,671$637K0.02%+85213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,577$627K0.01%+22713F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,700$624K0.02%+3,79913F-HRTimelineGroup
World Investment Advisors5,544$623K0.01%-29713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,433$610K0.04%+113F-HRTimeline
Arkadios Wealth Advisors5,431$610K0.01%+30813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$608K0.13%013F-HRTimeline
Capital Investment Advisory Services, L…5,386$605K0.05%new13F-HRTimeline
Kingsview Wealth Management, LLC5,075$570K0.01%+4013F-HRTimeline
Creative Planningin group Creative Planning4,907$551K<0.01%-11213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding4,891$549K-116,925Timeline
Nova R Wealth, Inc.4,860$546K0.23%-7013F-HRTimeline
Advisory Services Network, LLC4,707$529K0.01%+7613F-HRTimeline
Legacy Edge Advisors, LLC4,694$527K0.06%new13F-HRTimeline
Wealthspire Retirement, LLC4,658$523K0.03%-44913F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC4,623$519K0.03%-25513F-HRTimeline
Garden State Investment Advisory Servic…4,570$513K0.13%+5013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,502$506K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC4,400$494K0.26%013F-HRTimeline
WEALTH EFFECTS LLC4,371$491K0.16%+1,09113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,155$467K0.07%+35813F-HRTimeline
GPS Wealth Strategies Group, LLC4,072$458K0.05%+67813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.112$455K0.03%-3,94013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,906$439K0.01%+41813F-HRTimelineGroup
Composition Wealth, LLC3,886$437K0.01%013F-HRTimeline
TruWealth Advisors, LLC3,836$431K0.02%+613F-HRTimeline
Savvy Advisors, Inc.3,808$428K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,796$426K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,718$418K0.01%+17713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,551$399K<0.01%+3113F-HRTimeline
Kaizen Financial Strategies3,526$393K0.18%+513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,470$390K0.06%-15013F-HRTimeline
Tactive Advisors, LLC3,465$389K0.11%-2013F-HRTimeline
Princeton Global Asset Management LLC3,440$386K0.06%+10913F-HRTimeline
Ignite Planners, LLC3,437$386K0.06%-3213F-HRTimeline
Walkner Condon Financial Advisors LLC3,355$377K0.06%-89113F-HRTimeline
Selective Wealth Management, Inc.3,278$370K0.12%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,270$367K0.02%-1,64413F-HRTimeline
Pure Financial Advisors, LLC3,152$354K0.01%013F-HRTimeline
Aprio Wealth Management, LLC3,099$348K0.03%-1013F-HRTimeline
Relyea Zuckerberg Hanson LLC3,070$345K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,041$342K<0.01%-14113F-HRTimelineGroup
Apeiron RIA LLC3,045$341K0.08%-2,23113F-HRTimeline
Merit Financial Group, LLC3,009$338K<0.01%+5013F-HR/ATimeline
Mason & Associates Inc2,822$317K0.06%013F-HRTimeline
Dash Acquisitions Inc.2,698$303K0.06%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,668$300K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,667$300K<0.01%-413F-HRTimelineGroup
Tradition Wealth Management, LLC2,625$295K0.02%+213F-HRTimeline
Horizon Investments, LLC2,566$288K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,553$287K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp2,540$285K0.14%-17013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,557$285K0.18%-9013F-HRTimeline
KWB Wealth2,617$283K0.03%+8913F-HRTimeline
Wealthfront Advisers LLC2,480$279K<0.01%+30113F-HRTimeline
Commonwealth Financial Services, LLC2,454$276K0.05%-2913F-HRTimeline
Global Assets Advisory, LLC2,400$270K0.08%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,358$265K0.02%013F-HRTimeline
Trivant Custom Portfolio Group, LLC2,315$260K0.13%013F-HRTimeline
Smithfield Trust Co2,274$255K0.01%013F-HRTimeline
Snowden Capital Advisors LLC2,234$251K0.01%+213F-HRTimeline
Tudor Financial Inc.2,210$248K0.13%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,198$247K0.01%-7713F-HRTimeline