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Disclosery

FIW FIRST TR EXCHANGE-TRADED FD

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WTR ETF (fund)

309 managers (314 13F filers) reported a position in FIW shares at 2025-12-31, 8,784,446 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
309
13F filers
314
New
32
Added
121
Reduced
83
Sold out
28
Shares held by filers
8,784,446

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,058,156$115M0.01%-4,42013F-HR/ATimelineGroup
LPL Financial LLC936,052$102M0.03%+34,75313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/519,810$56.5M<0.01%+35,95713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN320,879$34.9M0.01%-61,61613F-HRTimelineGroup
UBS Group AGin group UBS Group AG302,157$32.8M0.01%-65,05813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC269,184$29.2M0.04%-1,40713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC267,803$29.1M0.01%+7,71013F-HRTimelineGroup
Polianta Ltd267,700$29.1M3.81%+123,80013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding225,301$24.5M+3,275Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP222,375$24.2M0.02%+2,00213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding200,435$21.8M+13,608Timeline
Cetera Investment Advisers194,206$21.1M0.02%-12,48813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA188,109$20.4M<0.01%-11,13513F-HRTimelineGroup
Arax Advisory Partners187,240$20.3M0.59%new13F-HRTimeline
1832 Asset Management L.P.168,891$18.3M0.02%+3,92813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC166,907$18.1M<0.01%+3,02113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,338$13.3M0.02%+5,89113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding113,698$12.4M+108,807Timeline
Clearwater Capital Advisors, LLC109,446$11.9M0.99%+2,29813F-HRTimeline
Cambridge Investment Research Advisors,…95,709$10.4M0.03%+6,81713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,233$9.26M0.01%-19,63713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\65,387$7.1M0.01%+1,62713F-HRTimelineGroup
Private Advisor Group, LLC62,785$6.82M0.03%+2,84713F-HRTimeline
Janney Montgomery Scott LLC52,071$5.66M0.01%-46413F-HRTimeline
Chicago Partners Investment Group LLC49,168$5.64M0.14%-4213F-HRTimeline
Mainsail Financial Group, LLC51,126$5.55M2.31%+1,77713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,265$5.24M0.1%+12713F-HRTimelineGroup
White Pine Investment CO47,202$5.13M1.21%-56913F-HRTimeline
HighPoint Advisor Group LLC46,297$5.03M0.11%new13F-HRTimeline
Pursuit Wealth Management LLC46,091$5.01M4.3%13F-HRTimeline
Prism Advisors, Inc.45,659$4.96M1.32%-17,41513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.45,599$4.95M0.71%+1,95313F-HRTimeline
Modern Wealth Management, LLC45,230$4.91M0.09%+1,47213F-HRTimeline
Sigma Planning Corp44,271$4.81M0.13%-71713F-HRTimeline
MML INVESTORS SERVICES, LLC44,174$4.8M0.01%+4,09413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,876$4.77M<0.01%+1,03713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,087$4.25M<0.01%+2,58813F-HR/ATimelineGroup
Stegent Equity Advisors, Inc.36,563$3.97M3.1%+1,86913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,279$3.94M<0.01%+8613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,069$3.81M0.04%-23913F-HRTimelineGroup
Steward Partners Investment Advisory, L…33,543$3.64M0.02%+82913F-HRTimeline
Raab & Moskowitz Asset Management LLC33,059$3.59M0.79%+1,41413F-HRTimeline
BIP Wealth, LLC30,640$3.33M0.12%new13F-HRTimeline
HighTower Advisors, LLC29,499$3.2M<0.01%-99113F-HRTimeline
&PARTNERS28,638$3.11M0.02%+3813F-HRTimeline
COMERICA BANK28,219$3.07M0.01%-31913F-HRTimeline
STRATEGY ASSET MANAGERS LLC27,919$3.03M0.5%+29613F-HRTimeline
Integrated Wealth Concepts LLC27,768$3.02M0.04%-10,62313F-HRTimeline
Waverly Advisors, LLC27,237$2.96M0.02%+1,93313F-HRTimeline
SACKS & ASSOCIATES, LLC27,095$2.94M2.16%13F-HRTimeline
Evelyn Partners Investment Management (…26,283$2.86M0.93%-185,44613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,427$2.76M<0.01%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…25,144$2.73M0.09%+5,01713F-HRTimelineGroup
Atria Investments, Inc24,760$2.69M0.03%+4,98713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,693$2.68M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,943$2.6M<0.01%+17,73213F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI23,769$2.58M1.27%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC23,282$2.53M0.7%+37713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,036$2.5M<0.01%+19,24013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,961$2.49M<0.01%+20713F-HRTimelineGroup
Farrow Financial, Inc.22,713$2.47M1.42%+5313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC22,513$2.45M0.4%-813F-HRTimeline
Prospera Financial Services Inc22,193$2.42M0.04%-2,69413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,462$2.33M<0.01%+1,67313F-HRTimelineGroup
Sanctuary Advisors, LLC20,193$2.19M0.01%+1,83513F-HRTimeline
Cornerstone Wealth Management, LLC18,644$2.03M0.11%+1,50513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co18,536$2.01M0.02%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,331$1.99M0.01%+2,21113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…18,153$1.97M0.71%+52613F-HRTimeline
Global Retirement Partners, LLC18,103$1.97M0.03%+11,43113F-HRTimeline
Financial Enhancement Group LLC16,898$1.95M0.25%-1,77613F-HRTimeline
Cambria Investment Management, L.P.17,894$1.94M0.11%new13F-HRTimeline
Empowered Funds, LLC17,894$1.94M0.03%new13F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…17,863$1.94M0.02%+5,19313F-HRTimelineGroup
Davis Investment Partners, LLC17,658$1.93M0.68%-30213F-HRTimeline
COZAD ASSET MANAGEMENT INC17,385$1.89M0.15%+9113F-HRTimeline
Summit Financial, LLC17,298$1.88M0.03%-2,67113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,948$1.84M+15,237Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,866$1.83M<0.01%+2,10113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC16,831$1.83M<0.01%-2,37113F-HRTimelineGroup
Outlook Wealth Advisors, LLC15,775$1.71M0.39%-29313F-HRTimeline
Bison Wealth, LLC16,468$1.68M0.19%+4,40613F-HRTimeline
D.A. DAVIDSON & CO.15,156$1.65M0.01%-29813F-HRTimeline
SIMON QUICK ADVISORS, LLC15,050$1.64M0.07%-1613F-HRTimeline
CIBC WORLD MARKET INC.14,936$1.62M<0.01%+11313F-HRTimeline
CORRADO ADVISORS, LLC14,786$1.61M0.81%+65113F-HRTimeline
Prime Capital Investment Advisors, LLC14,711$1.6M0.02%-85713F-HRTimeline
Eagle Strategies LLC14,687$1.6M0.2%-1,21213F-HRTimeline
Acorn Wealth Advisors, LLC14,613$1.59M0.47%-83113F-HRTimeline
Moors & Cabot, Inc.14,603$1.59M0.07%-2,23113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,547$1.58M0.02%-32,54613F-HRTimelineGroup
Cornerstone Management, Inc.14,458$1.57M0.26%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,125$1.53M0.11%+3,13913F-HRTimeline
Sound Income Strategies, LLC13,008$1.51M0.07%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,428$1.46M+3,473Timeline
Beacon Pointe Advisors, LLC12,656$1.38M0.01%-42513F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC12,346$1.34M1.06%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC12,285$1.33M0.96%+13513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,039$1.31M0.44%+44213F-HRTimelineGroup
NewEdge Advisors, LLC11,973$1.3M<0.01%-2,31413F-HRTimeline
Sage Capital Management, LLC11,930$1.3M0.6%+59713F-HRTimeline
Ipsen Advisor Group LLC11,656$1.27M0.9%-9413F-HRTimeline
Modera Wealth Management, LLC11,503$1.25M0.01%-35013F-HRTimeline
Mascoma Wealth Management LLC11,474$1.25M0.27%+24613F-HRTimeline
PFG Advisors11,290$1.23M0.06%-19913F-HRTimeline
SFI Advisors, LLC10,867$1.18M0.76%-76813F-HRTimeline
Western Wealth Management, LLC10,844$1.18M0.05%+3,68513F-HRTimeline
Guardian Capital, LLC10,569$1.15M1.03%13F-HRTimeline
FMR LLCin group FMR LLC10,499$1.14M<0.01%+36713F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,400$1.13M0.02%+19013F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,117$1.1M0.05%-48713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,799$1.1M<0.01%+16113F-HRTimeline
Clearstead Advisors, LLC9,967$1.08M0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,924$1.08M0.02%+9213F-HRTimelineGroup
Triad Wealth Partners, LLC9,910$1.08M0.1%new13F-HRTimeline
Wilmington Savings Fund Society, FSB9,869$1.07M0.03%-313F-HRTimeline
Clear Creek Financial Management, LLC9,745$1.06M0.09%+2313F-HRTimeline
HARBOUR INVESTMENTS, INC.9,645$1.05M0.02%+43313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,586$1.04M0.05%+17313F-HRTimelineGroup
Platform Technology Partners9,500$1.03M0.22%013F-HRTimeline
MTM Investment Management, LLC9,185$998K0.32%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,535$927K0.04%+86613F-HRTimeline
Capital Investment Advisory Services, L…8,438$917K0.06%+3,05213F-HRTimeline
Orion Porfolio Solutions, LLC8,234$895K0.01%+1,82513F-HRTimeline
SMITH, MOORE & CO.7,849$853K0.06%+50013F-HRTimeline
J.W. COLE ADVISORS, INC.7,660$832K0.02%+58113F-HRTimeline
FreeGulliver LLC7,548$820K0.37%-48513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,531$818K0.05%+4,26113F-HRTimeline
MGO ONE SEVEN LLC7,483$813K0.02%+5,68813F-HRTimeline
ARQ WEALTH ADVISORS, LLC7,425$807K0.22%+1,04013F-HRTimeline
World Investment Advisors7,181$780K0.01%+1,63713F-HR/ATimeline
Trinity Legacy Partners, LLC7,072$768K0.18%+7813F-HRTimeline
Prairie Wealth Advisors, Inc.0$733K0.31%-6,72313F-HRTimelineAmount filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC6,597$717K<0.01%+2813F-HRTimelineGroup
LANARK FINANCIAL, INC.6,524$709K0.05%-6913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,346$689K<0.01%-18113F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC6,223$676K0.34%-1,31913F-HRTimeline
Comprehensive Money Management Services…6,218$676K0.47%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,999$652K0.02%+32813F-HRTimelineGroup
Financial Management, Inc.5,947$646K0.61%13F-HRTimeline
Legacy Edge Advisors, LLC5,902$641K0.07%+1,20813F-HRTimeline
WEDBUSH SECURITIES INC5,871$638K0.02%+17813F-HRTimeline
First Heartland Consultants, Inc.5,819$632K0.05%-13913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,657$615K0.01%+8013F-HRTimelineGroup
Perissos Private Wealth Management, LLC5,647$614K0.53%-1,38313F-HRTimeline
Regal Investment Advisors LLC5,643$613K0.04%-49413F-HRTimeline
Kingsview Wealth Management, LLC5,591$607K0.01%+51613F-HRTimeline
Ignite Planners, LLC5,360$604K0.09%+1,92313F-HRTimeline
Arkadios Wealth Advisors5,441$591K0.01%+1013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,434$590K0.03%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,413$588K0.11%013F-HRTimeline
PFG Investments, LLC5,396$586K0.03%-28713F-HRTimeline
Dynamic Advisor Solutions LLC5,155$560K0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,148$559K0.05%new13F-HRTimeline
NATURAL INVESTMENTS, LLC5,074$551K0.14%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,996$543K0.07%+84113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,962$539K0.01%+1,05613F-HRTimelineGroup
Nova R Wealth, Inc.4,867$529K0.19%+713F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,701$511K0.02%+7813F-HRTimeline
Wealthspire Retirement, LLC4,665$507K0.03%+713F-HRTimeline
Creative Planningin group Creative Planning4,658$506K<0.01%-24913F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,605$500K0.09%-9,44613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,502$489K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC4,400$478K0.27%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,388$477K0.31%-3,97113F-HRTimeline
WEALTH EFFECTS LLC4,371$475K0.15%013F-HRTimeline
Advisory Services Network, LLC4,325$470K0.01%-38213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,091$444K0.21%13F-HRTimeline
Walkner Condon Financial Advisors LLC4,068$442K0.06%+71313F-HRTimeline
Merit Financial Group, LLC3,928$427K<0.01%+91913F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,903$424K0.02%+1,23513F-HRTimeline
WealthPlan Investment Management, LLC3,878$421K0.03%new13F-HRTimeline
TruWealth Advisors, LLC3,843$418K0.02%+713F-HRTimeline
Savvy Advisors, Inc.3,808$414K0.01%013F-HRTimeline
Composition Wealth, LLC3,803$413K0.01%-8313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.109$412K0.03%-313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,769$409K0.01%+5113F-HRTimeline
CoreCap Advisors, LLC3,665$398K0.01%-2,91313F-HRTimeline
Farther Finance Advisors, LLC3,659$398K<0.01%+2,04213F-HRTimeline
Jacobi Capital Management LLC3,643$396K0.02%-18,56613F-HRTimeline
Kaizen Financial Strategies3,533$384K0.17%+713F-HRTimeline
Selective Wealth Management, Inc.3,279$380K0.12%+113F-HRTimeline
Tactive Advisors, LLC3,495$380K0.11%+3013F-HRTimeline
Princeton Global Asset Management LLC3,344$363K0.06%-9613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,228$351K<0.01%-32313F-HRTimeline
Aprio Wealth Management, LLC3,110$338K0.02%+1113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,041$330K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED2,962$326K0.02%-4,28213F-HRTimeline
Waldron Private Wealth LLC2,927$318K0.01%new13F-HRTimeline
Dash Acquisitions Inc.2,698$307K0.06%013F-HRTimeline
Mason & Associates Inc2,822$307K0.06%013F-HRTimeline
Gateway Wealth Partners, LLC2,805$305K0.03%new13F-HRTimeline
KWB Wealth2,774$301K0.03%+15713F-HRTimeline
Apeiron RIA LLC2,645$301K0.06%-40013F-HRTimeline
Tudor Financial Inc.2,710$294K0.15%+50013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,682$291K<0.01%+1513F-HRTimelineGroup
Tradition Wealth Management, LLC2,627$285K0.02%+213F-HRTimeline
Relyea Zuckerberg Hanson LLC2,622$285K0.03%-44813F-HRTimeline
Pacific Sun Financial Corp2,620$285K0.14%+8013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,610$284K0.23%13F-HRTimeline