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First Trust Water ETF (FIW) Institutional Ownership

First Trust Water ETF logo
$111.84 -0.28 (-0.25%)
As of 12:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Water ETF (NYSEARCA:FIW)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$151.09M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$98.09M
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FIW Institutional Buying and Selling by Quarter

First Trust Water ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,930$43K0.0%N/A0.011%
8/12/2026 C M Bidwell & Associates Ltd.100$26K0.0%N/A0.001%
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%
6/3/2026 NewEdge Advisors LLC12,623$1.30M0.0%+5.4%0.074%
5/29/2026 Ipsen Advisor Group LLC12,326$1.27M0.9%+5.7%0.072%
5/21/2026 Raab & 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%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios 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%
5/15/2026 Gateway Wealth Partners LLC5,716$589K0.0%+103.8%0.033%
5/15/2026 FreeGulliver LLC8,069$832K0.4%+6.9%0.047%
5/15/2026 Van 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%
5/13/2026 Clearwater Capital Advisors LLC112,957$11.65M0.9%+3.2%0.661%
5/8/2026 PNC 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%
5/6/2026 Simon Quick Advisors LLC16,027$1.65M0.1%+6.5%0.094%
5/6/2026 Modera Wealth Management LLC11,340$1.17M0.0%-1.4%0.066%
5/6/2026 Assetmark Inc.344$35K0.0%+88.0%0.002%
5/6/2026 Independent Financial Group LLC3,833$395K0.0%N/A0.022%
5/5/2026 Wealthfront Advisers LLC2,808$290K0.0%+15.7%0.016%
5/5/2026 D.A. Davidson & CO.14,560$1.50M0.0%-3.9%0.085%
5/5/2026 RFG Bristol Wealth Advisors LLC23,790$2.45M0.7%+2.2%0.139%
5/5/2026 Harel 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%
5/5/2026 Sigma Planning Corp44,579$4.60M0.1%+0.7%0.261%
5/4/2026 Retirement Planning Group LLC2,513$259K0.0%N/A0.015%
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5/4/2026 Bryn Mawr Trust Advisors LLC3,861$398K0.0%-17.9%0.023%
5/4/2026 Chicago Partners Investment Group LLC48,227$5.22M0.1%-1.9%0.282%
5/2/2026 ARQ Wealth Advisors LLC8,889$917K0.2%+19.7%0.052%
5/1/2026 Fifth Third Bancorp30,196$3.11M0.0%+1,664.8%0.177%
5/1/2026 Farrow Financial Inc.23,075$2.38M1.4%+1.6%0.135%
5/1/2026 Mascoma Wealth Management LLC6,009$620K0.1%-47.6%0.035%
4/30/2026 Mason & Associates Inc2,590$261K0.1%-8.2%0.015%
4/30/2026 Kestra Advisory Services LLC75,084$7.74M0.0%+14.0%0.439%
4/29/2026 Interactive Financial Advisors Inc.3,917$404K0.3%-10.7%0.023%
4/28/2026 Whittier Trust Co. of Nevada Inc.1,839$192K0.0%+167.7%0.011%
4/28/2026 NBT 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%
4/27/2026 BIP Wealth LLC31,566$3.26M0.1%+3.0%0.185%
4/27/2026World Investment Advisors7,958$821K0.0%+10.8%0.047%
4/27/2026 Private 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%
4/24/2026 Stegent Equity Advisors Inc.10,193$1.05M0.9%-72.1%0.060%
4/24/2026 Prism 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%
4/22/2026 Janney 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%
4/21/2026 Silver Oak Securities Incorporated2,165$223K0.0%-26.9%0.013%
4/20/2026 Kestra 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%
4/20/2026 Davis Investment Partners LLC15,571$1.61M0.6%-11.8%0.090%
4/17/2026 AdvisorNet Financial Inc610$63K0.0%-21.0%0.004%
4/17/2026 Outlook 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%
4/16/2026 Triad Wealth Partners LLC3,897$402K0.0%-60.7%0.023%
4/16/2026 Founders 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%
2/18/2026 NewEdge Advisors LLC11,973$1.30M0.0%-16.2%0.069%
2/18/2026Empowered Funds LLC17,894$1.94M0.0%N/A0.103%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC4,325$470K0.0%-8.1%0.025%
2/17/2026 Private 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%
2/16/2026 MML Investors Services LLC44,174$4.80M0.0%+10.2%0.255%
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2/16/2026Mariner LLC16,831$1.83M0.0%-12.3%0.097%
2/16/2026 Focus Partners Wealth21,462$2.33M0.0%+8.5%0.124%
2/16/2026Evelyn Partners Investment Management Europe Ltd26,283$2.86M0.9%-87.6%0.152%
2/16/2026 Arax Advisory Partners187,240$20.34M0.6%N/A1.082%
2/16/2026Atlas Capital Advisors Inc.492$53K0.0%N/A0.003%
2/13/2026 Jacobi Capital Management LLC3,643$396K0.0%-83.6%0.021%
2/13/2026CreativeOne Wealth LLC5,999$652K0.0%+5.8%0.035%
2/13/2026 Kestra Advisory Services LLC65,836$7.15M0.0%+12.1%0.381%
2/13/2026 Stifel Financial Corp222,375$24.16M0.0%+0.9%1.285%
2/13/2026Morgan Stanley1,058,156$114.96M0.0%-0.4%6.117%


FIW Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 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 267 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), Ameritas Advisory Services LLC ($200.89K), Arax Advisory Partners ($187.24K), LPL Financial LLC ($149.01K), Polianta Ltd ($123.80K), and Strategic Financial Concepts LLC ($61.23K).

Institutional investors have bought a total of 1,387,509 shares in the last 24 months. This purchase volume represents approximately $151.09M in transactions.

Of the 100 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), Commonwealth Equity Services LLC ($37.31K), Oppenheimer & Co. Inc. ($32.55K), and Stegent Equity Advisors Inc. ($29.55K).

Institutional investors have sold a total of 897,596 shares in the last 24 months. This volume of shares sold represents approximately $98.09M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FIW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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