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First Trust Water ETF (FIW) Institutional Ownership

First Trust Water ETF logo
$107.63 +1.15 (+1.08%)
As of 07/24/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Water ETF (NYSEARCA:FIW)

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$162.27M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$106.96M
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FIW Institutional Buying and Selling by Quarter

First Trust Water ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC64,351$7.05M0.1%+16.3%0.380%
7/9/2026 Tactive Advisors LLC3,935$431K0.1%+10.3%0.023%
7/8/2026 First Heartland Consultants Inc.6,244$684K0.0%-1.5%0.037%
7/7/2026 Dynamic Advisor Solutions LLC5,797$635K0.0%+4.4%0.034%
7/7/2026 Financial Enhancement Group LLC15,901$1.74M0.2%-1.6%0.094%
7/2/2026 CX Institutional336$37K0.0%N/A0.002%
6/18/2026Western Wealth Management LLC10,717$1.11M0.0%-1.2%0.063%
6/3/2026NewEdge Advisors LLC12,623$1.30M0.0%+5.4%0.074%
5/29/2026Ipsen Advisor Group LLC12,326$1.27M0.9%+5.7%0.072%
5/21/2026Raab & Moskowitz Asset Management LLC32,216$3.32M0.7%-2.5%0.188%
5/19/2026Western Wealth Management LLC10,717$1.11M0.0%-1.2%0.063%
5/19/2026NewEdge Advisors LLC12,397$1.28M0.0%+3.5%0.072%
5/19/2026Bank of America Corp DE512,084$52.81M0.0%-1.5%2.995%
5/19/2026Centaurus Financial Inc.2,533$261K0.0%+28.2%0.015%
5/19/2026Arkadios Wealth Advisors5,690$587K0.0%+4.6%0.033%
5/18/2026Sunbelt Securities Inc.2,608$269K0.0%+29.6%0.015%
5/18/2026Royal Bank of Canada172,338$17.77M0.0%-8.4%1.008%
5/18/2026Evelyn Partners Investment Management Europe Ltd23,582$2.43M0.8%-10.3%0.138%
5/15/2026Gateway Wealth Partners LLC5,716$589K0.0%+103.8%0.033%
5/15/2026FreeGulliver LLC8,069$832K0.4%+6.9%0.047%
5/15/2026Van Diest Capital LLC3,020$311K0.2%N/A0.018%
5/15/2026Waverly Advisors LLC26,873$2.77M0.0%-1.3%0.157%
5/14/2026Modern Wealth Management LLC52,435$5.46M0.1%+15.9%0.307%
5/13/2026Clearwater Capital Advisors LLC112,957$11.65M0.9%+3.2%0.661%
5/8/2026PNC Financial Services Group Inc.6,841$706K0.0%+125.0%0.040%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,646$273K0.2%+4.2%0.015%
5/6/2026 Kesler Norman & Wride LLC4,277$441K0.1%-7.1%0.025%
5/6/2026Simon Quick Advisors LLC16,027$1.65M0.1%+6.5%0.094%
5/6/2026Modera Wealth Management LLC11,340$1.17M0.0%-1.4%0.066%
5/6/2026Assetmark Inc.344$35K0.0%+88.0%0.002%
5/6/2026 Independent Financial Group LLC3,833$395K0.0%N/A0.022%
5/5/2026Wealthfront Advisers LLC2,808$290K0.0%+15.7%0.016%
5/5/2026D.A. Davidson & CO.14,560$1.50M0.0%-3.9%0.085%
5/5/2026RFG Bristol Wealth Advisors LLC23,790$2.45M0.7%+2.2%0.139%
5/5/2026Harel Insurance Investments & Financial Services Ltd.23,188$2.39M0.0%+29.8%0.136%
5/5/2026Sanctuary Advisors LLC21,581$2.23M0.0%+6.9%0.126%
5/5/2026Sigma Planning Corp44,579$4.60M0.1%+0.7%0.261%
5/4/2026Retirement Planning Group LLC2,513$259K0.0%N/A0.015%
5/4/2026Bryn Mawr Trust Advisors LLC3,861$398K0.0%-17.9%0.023%
5/4/2026Chicago Partners Investment Group LLC48,227$5.22M0.1%-1.9%0.282%
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5/2/2026ARQ Wealth Advisors LLC8,889$917K0.2%+19.7%0.052%
5/1/2026Fifth Third Bancorp30,196$3.11M0.0%+1,664.8%0.177%
5/1/2026Farrow Financial Inc.23,075$2.38M1.4%+1.6%0.135%
5/1/2026Mascoma Wealth Management LLC6,009$620K0.1%-47.6%0.035%
4/30/2026 Mason & Associates Inc2,590$261K0.1%-8.2%0.015%
4/30/2026Kestra Advisory Services LLC75,084$7.74M0.0%+14.0%0.439%
4/29/2026Interactive Financial Advisors Inc.3,917$404K0.3%-10.7%0.023%
4/28/2026Whittier Trust Co. of Nevada Inc.1,839$192K0.0%+167.7%0.011%
4/28/2026NBT Bank N A NY3,788$391K0.0%+3,375.2%0.022%
4/27/2026 Apeiron RIA LLC2,225$229K0.1%-15.9%0.013%
4/27/2026 PFG Investments LLC6,231$643K0.0%+15.5%0.036%
4/27/2026BIP Wealth LLC31,566$3.26M0.1%+3.0%0.185%
4/27/2026World Investment Advisors7,958$821K0.0%+10.8%0.047%
4/27/2026Private Advisor Group LLC59,152$6.10M0.0%-5.8%0.346%
4/27/2026 Sound Income Strategies LLC12,460$1.30M0.1%-4.2%0.073%
4/24/2026Stegent Equity Advisors Inc.10,193$1.05M0.9%-72.1%0.060%
4/24/2026Prism Advisors Inc.45,845$4.73M1.3%+0.4%0.268%
4/23/2026 Flagstar Advisors Inc.11,846$1.22M0.4%-1.6%0.069%
4/22/2026 Princeton Global Asset Management LLC3,851$397K0.1%+15.2%0.023%
4/22/2026Janney Montgomery Scott LLC50,883$5.25M0.0%-2.3%0.298%
4/21/2026 KFG Wealth Management LLC5,848$603K0.1%+17.1%0.034%
4/21/2026Silver Oak Securities Incorporated2,165$223K0.0%-26.9%0.013%
4/20/2026Kestra Private Wealth Services LLC141,242$14.57M0.2%+4.9%0.819%
4/20/2026 Financial Enhancement Group LLC16,162$1.74M0.2%-4.4%0.094%
4/20/2026 White Pine Investment CO47,814$4.93M1.1%+1.3%0.277%
4/20/2026Davis Investment Partners LLC15,571$1.61M0.6%-11.8%0.090%
4/17/2026 AdvisorNet Financial Inc610$63K0.0%-21.0%0.004%
4/17/2026Outlook Wealth Advisors LLC15,652$1.61M0.4%-0.8%0.091%
4/17/2026 Cornerstone Management Inc.15,223$1.57M0.3%+5.3%0.088%
4/16/2026Triad Wealth Partners LLC3,897$402K0.0%-60.7%0.023%
4/16/2026Founders Financial Securities LLC3,284$353K0.0%-56.4%0.019%
4/16/2026 Redstone Wealth Management LLC10,894$1.12M0.9%-11.8%0.063%
3/17/2026Rockefeller Capital Management L.P.16,866$1.83M0.0%+14.2%0.097%
3/13/2026World Investment Advisors7,181$780K0.0%+29.5%0.042%
2/20/2026Sunbelt Securities Inc.2,013$219K0.0%N/A0.012%
2/18/2026Beacon Pointe Advisors LLC12,656$1.38M0.0%-3.2%0.073%
2/18/2026NewEdge Advisors LLC11,973$1.30M0.0%-16.2%0.069%
2/18/2026Empowered Funds LLC17,894$1.94M0.0%N/A0.103%
2/17/2026Cetera Investment Advisers194,206$21.10M0.0%-6.0%1.123%
2/17/2026Equitable Holdings Inc.18,331$1.99M0.0%+13.7%0.106%
2/17/2026Regal Investment Advisors LLC5,643$613K0.0%-8.0%0.033%
2/17/2026Osaic Holdings Inc.122,338$13.30M0.0%+5.1%0.707%
2/17/2026Advisory Services Network LLC4,325$470K0.0%-8.1%0.025%
2/17/2026Private Advisor Group LLC62,785$6.82M0.0%+4.7%0.363%
2/17/2026Captrust Financial Advisors3,228$351K0.0%-9.1%0.019%
2/17/2026Royal Bank of Canada188,109$20.44M0.0%-5.6%1.087%
2/17/2026 Bluedoor Private Wealth LLC4,091$444K0.2%N/A0.024%
2/16/2026MML Investors Services LLC44,174$4.80M0.0%+10.2%0.255%
2/16/2026Mariner LLC16,831$1.83M0.0%-12.3%0.097%
2/16/2026Focus Partners Wealth21,462$2.33M0.0%+8.5%0.124%
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2/16/2026Evelyn Partners Investment Management Europe Ltd26,283$2.86M0.9%-87.6%0.152%
2/16/2026Arax Advisory Partners187,240$20.34M0.6%N/A1.082%
2/16/2026Atlas Capital Advisors Inc.492$53K0.0%N/A0.003%
2/13/2026Jacobi Capital Management LLC3,643$396K0.0%-83.6%0.021%
2/13/2026CreativeOne Wealth LLC5,999$652K0.0%+5.8%0.035%
2/13/2026Kestra Advisory Services LLC65,836$7.15M0.0%+12.1%0.381%
2/13/2026Stifel Financial Corp222,375$24.16M0.0%+0.9%1.285%
2/13/2026Morgan Stanley1,058,156$114.96M0.0%-0.4%6.117%
2/13/2026Integrated Wealth Concepts LLC27,768$3.02M0.0%-27.7%0.161%
2/13/2026Ausdal Financial Partners Inc.10,117$1.10M0.1%-4.6%0.058%


FIW Institutional Ownership - Frequently Asked Questions

During the previous two years, 324 institutional investors and hedge funds held shares of First Trust Water ETF. The most heavily invested institutionals were Morgan Stanley ($114.96M), LPL Financial LLC ($101.69M), Bank of America Corp DE ($52.81M), Jones Financial Companies Lllp ($43.32M), Wells Fargo & Company MN ($34.86M), UBS Group AG ($32.83M), and Commonwealth Equity Services LLC ($29.24M).Learn more on First Trust Water ETF's institutional investors.

Of the 275 institutional investors that purchased First Trust Water ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($453.51K), Jones Financial Companies Lllp ($430.14K), LPL Financial LLC ($209.00K), Ameritas Advisory Services LLC ($204.72K), Arax Advisory Partners ($187.24K), Polianta Ltd ($123.80K), and Strategic Financial Concepts LLC ($93.20K).

Institutional investors have bought a total of 1,491,058 shares in the last 24 months. This purchase volume represents approximately $162.27M in transactions.

Of the 120 institutional investors that sold First Trust Water ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Evelyn Partners Investment Management Europe Ltd ($188.15K), Ameritas Advisory Services LLC ($117.06K), UBS Group AG ($113.14K), Wells Fargo & Company MN ($61.62K), NewEdge Advisors LLC ($50.90K), Commonwealth Equity Services LLC ($37.31K), and Oppenheimer & Co. Inc. ($32.55K).

Institutional investors have sold a total of 979,689 shares in the last 24 months. This volume of shares sold represents approximately $106.96M in transactions.



This page (NYSEARCA:FIW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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