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First Trust Water ETF (FIW) Institutional Ownership

First Trust Water ETF logo
$105.17 +0.29 (+0.28%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$229.67M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$51.67M
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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
1/17/2025 Apeiron RIA LLC6,540$667K0.2%+1.5%0.040%
1/17/2025 Arkansas Financial Group Inc.27,777$2.84M0.5%+48.2%0.171%
1/17/2025 Janney Montgomery Scott LLC30,114$3.07M0.0%+88.8%0.185%
1/17/2025 White Pine Investment CO48,518$4.95M1.3%+1.8%0.299%
1/17/2025 Proquility Private Wealth Partners LLC6,538$667K0.2%-22.1%0.040%
1/16/2025 Pure Financial Advisors LLC3,147$321K0.0%N/A0.019%
1/16/2025 Tudor Financial Inc.2,210$226K0.1%N/A0.014%
1/16/2025 Delta Capital Management LLC4,400$449K0.2%N/A0.027%
1/15/2025 Ameritas Advisory Services LLC92,560$9.45M0.3%+28.2%0.570%
1/15/2025 Arthur M. Cohen & Associates LLC22,904$2.34M0.4%-1.8%0.141%
1/15/2025 Householder Group Estate & Retirement Specialist LLC1,291$131K0.1%-81.4%0.008%
1/15/2025 Wealthcare Advisory Partners LLC29,361$3.00M0.1%+2.0%0.181%
1/14/2025 Mason & Associates Inc2,822$288K0.1%+9.0%0.017%
1/14/2025 Financial Enhancement Group LLC15,573$1.58M0.2%+12.3%0.096%
1/14/2025 Outlook Wealth Advisors LLC11,938$1.22M0.3%-5.0%0.073%
1/13/2025 Miracle Mile Advisors LLC2,407$246K0.0%+11.4%0.015%
1/13/2025 Davis Investment Partners LLC18,075$1.81M0.8%-4.4%0.111%
1/8/2025 International Assets Investment Management LLC8,730$885K0.0%N/A0.054%
12/26/2024JPMorgan Chase & Co.34,522$3.77M0.0%+24.7%0.212%
12/13/2024B. Riley Wealth Advisors Inc.12,334$1.33M0.0%+1.3%0.076%
12/10/2024Garden State Investment Advisory Services LLC5,200$569K0.2%+13.3%0.032%
12/9/2024Copley Financial Group Inc.568$62K0.1%N/A0.003%
11/25/2024Wilmington Savings Fund Society FSB6,858$750K0.0%-7.5%0.042%
11/25/2024Sfmg LLC16,825$1.84M0.1%+2.8%0.104%
11/25/2024World Investment Advisors LLC5,952$651K0.0%+2.1%0.037%
11/25/2024Sanctuary Advisors LLC13,612$1.49M0.0%+15.1%0.084%
11/18/2024TD Private Client Wealth LLC1,680$184K0.0%+6.3%0.010%
11/15/2024Raab & Moskowitz Asset Management LLC33,036$3.61M0.9%-0.4%0.203%
11/15/2024MML Investors Services LLC54,679$5.98M0.0%+20.2%0.336%
11/15/2024Orion Portfolio Solutions LLC4,471$489K0.0%+3.5%0.028%
11/15/2024National Bank of Canada FI36,884$4.03M0.0%-11.1%0.227%
11/15/2024Jane Street Group LLC16,899$1.85M0.0%+291.6%0.104%
11/15/2024Stifel Financial Corp204,770$22.39M0.0%-1.6%1.260%
11/15/2024Integrated Wealth Concepts LLC29,507$3.23M0.0%-8.9%0.182%
11/15/2024HighTower Advisors LLC24,365$2.67M0.0%-4.1%0.150%
11/15/2024Garden State Investment Advisory Services LLC5,200$569K0.2%+13.3%0.032%
11/15/2024Benjamin Edwards Inc.37,150$4.06M0.1%N/A0.229%
11/14/2024L.M. Kohn & Company2,199$240K0.1%-7.7%0.014%
11/14/2024Fiduciary Trust Co20,885$2.28M0.0%-0.8%0.129%
11/14/2024CreativeOne Wealth LLC2,911$318K0.0%N/A0.018%
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11/13/2024FMR LLC4,489$491K0.0%+12.2%0.028%
11/13/2024D.A. Davidson & CO.74,099$8.10M0.1%-0.8%0.456%
11/13/2024Bank of Montreal Can39,705$4.33M0.0%+14.5%0.244%
11/13/2024Acorn Wealth Advisors LLC16,856$1.84M0.8%-0.8%0.104%
11/12/2024StoneX Group Inc.10,186$1.11M0.1%N/A0.063%
11/12/2024Kingsview Wealth Management LLC4,963$543K0.0%+2.4%0.031%
11/12/2024M Holdings Securities Inc.24,796$2.71M0.7%+3.8%0.153%
11/12/2024Flagstar Advisors Inc.12,391$1.36M0.3%+2.4%0.076%
11/8/2024Moors & Cabot Inc.18,056$1.97M0.1%+3.8%0.111%
11/8/2024Stonebridge Financial Planning Group LLC18,180$1.99M0.9%-5.5%0.112%
11/8/2024Strategy Asset Managers LLC24,974$2.73M0.5%N/A0.154%
11/8/2024Prospera Financial Services Inc7,173$786K0.0%+10.5%0.044%
11/6/2024SRS Capital Advisors Inc.168,604$18.43M1.6%+29.6%1.038%
11/6/2024Oppenheimer & Co. Inc.58,707$6.42M0.1%-14.4%0.361%
11/5/2024Prime Capital Investment Advisors LLC15,922$1.74M0.0%-2.4%0.098%
11/5/2024Savvy Advisors Inc.3,808$416K0.1%-5.2%0.023%
11/5/2024Mascoma Wealth Management LLC17,290$1.89M0.5%+17.5%0.106%
11/5/2024Proactive Wealth Strategies LLC2,143$234K0.1%N/A0.013%
11/5/2024Harbour Investments Inc.10,079$1.10M0.0%-2.7%0.062%
11/5/2024Nations Financial Group Inc. IA ADV5,677$621K0.0%+49.8%0.035%
11/4/2024Tyler Stone Wealth Management2,465$270K0.1%+290.6%0.015%
11/4/2024Sigma Planning Corp38,488$4.21M0.1%+2.1%0.237%
11/1/2024Atria Investments Inc3,701$405K0.0%-35.4%0.023%
11/1/2024Assetmark Inc.13,206$1.44M0.0%+23.8%0.081%
10/31/2024TFB Advisors LLC1,988$217K0.1%N/A0.012%
10/31/2024Trinity Legacy Partners LLC6,711$735K0.2%+11.6%0.041%
10/31/2024Cozad Asset Management Inc.14,622$1.60M0.2%-1.4%0.090%
10/31/2024 Financial Enhancement Group LLC13,867$1.52M0.3%-15.7%0.085%
10/30/2024 Ameritas Advisory Services LLC72,186$7.89M0.3%+164.7%0.444%
10/29/2024 Janney Montgomery Scott LLC15,952$1.74M0.0%-12.3%0.098%
10/29/2024 White Pine Investment CO47,672$5.21M1.4%-0.3%0.293%
10/29/2024Chicago Partners Investment Group LLC30,242$3.25M0.1%-1.8%0.186%
10/29/2024Farther Finance Advisors LLC446$49K0.0%-25.3%0.003%
10/28/2024Gladstone Institutional Advisory LLC39,318$4.30M0.2%-6.1%0.242%
10/28/2024US Bancorp DE80,815$8.84M0.0%-0.2%0.497%
10/25/2024Financial Advocates Investment Management4,909$537K0.0%+44.3%0.030%
10/25/2024Eagle Strategies LLC10,368$1.13M0.2%-4.6%0.064%
10/25/2024Strategic Blueprint LLC23,938$2.62M0.2%+3.5%0.147%
10/25/2024Cutter & CO Brokerage Inc.13,284$1.45M0.3%-2.6%0.082%
10/25/2024Gateway Wealth Partners LLC3,762$411K0.1%-7.0%0.023%
10/24/2024Riggs Asset Managment Co. Inc.494$54K0.0%-67.9%0.003%
10/24/2024J.W. Cole Advisors Inc.1,866$204K0.0%N/A0.011%
10/24/2024Modera Wealth Management LLC16,202$1.77M0.0%-22.1%0.100%
10/24/2024PFG Investments LLC5,323$582K0.0%+3.7%0.033%
10/23/2024 Outlook Wealth Advisors LLC12,564$1.37M0.4%+5.5%0.077%
10/23/2024Values First Advisors Inc.478$52K0.0%N/A0.003%
10/23/2024 Cambridge Advisors Inc.1,956$214K0.0%N/A0.012%
10/23/2024Global Assets Advisory LLC2,500$271K0.1%N/A0.015%
10/22/2024Mainsail Financial Group LLC42,778$4.63M2.7%-13.9%0.263%
10/22/2024Private Advisor Group LLC65,618$7.17M0.0%-5.6%0.404%
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10/22/2024Tempus Wealth Planning LLC1,858$203K0.1%N/A0.011%
10/21/2024Wealth Effects LLC4,378$479K0.2%-8.4%0.027%
10/19/2024Stegent Equity Advisors Inc.39,784$4.35M4.8%-3.9%0.245%
10/18/2024Commonwealth Equity Services LLC296,778$32.45M0.0%-4.9%1.826%
10/18/2024Raymond James & Associates80,815$8.84M0.0%-2.8%0.497%
10/18/2024Stratos Wealth Advisors LLC22,217$2.43M0.1%-0.9%0.137%
10/17/2024LexAurum Advisors LLC32,933$3.60M0.8%+2.8%0.203%
10/16/2024Global Retirement Partners LLC5,316$581K0.0%+2.1%0.033%
10/16/2024 Proquility Private Wealth Partners LLC8,397$918K0.3%N/A0.052%
10/16/2024Prism Advisors Inc.39,902$4.36M1.2%-0.2%0.246%
(Data available from 1/1/2016 forward)

FIW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIW shares?

During the previous two years, 260 institutional investors and hedge funds held shares of First Trust Water ETF. The most heavily invested institutionals were LPL Financial LLC ($69.45M), Wells Fargo & Company MN ($44.20M), Commonwealth Equity Services LLC ($32.45M), UBS Group AG ($29.22M), Stifel Financial Corp ($22.39M), Envestnet Asset Management Inc. ($18.60M), and SRS Capital Advisors Inc. ($18.43M).Learn more on FIW's institutional investors.

Which institutional investors have been buying First Trust Water ETF stock?

Of the 216 institutional investors that purchased First Trust Water ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($794.63K), Global Assets Advisory LLC ($265.88K), LPL Financial LLC ($176.76K), Money Design Co. Ltd. ($133.86K), National Bank of Canada FI ($90.58K), MinichMacGregor Wealth Management LLC ($87.15K), and Cambridge Investment Research Advisors Inc. ($74.11K).

How much institutional buying is happening at First Trust Water ETF?

Institutional investors have bought a total of 3,517,290 shares in the last 24 months. This purchase volume represents approximately $330.78M in transactions.

Which First Trust Water ETF major shareholders have been selling company stock?

Of the 146 institutional investors that sold First Trust Water ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($90.10K), MinichMacGregor Wealth Management LLC ($84.25K), Money Design Co. Ltd. ($65.92K), Osaic Holdings Inc. ($63.68K), Commonwealth Equity Services LLC ($63.27K), Raymond James Financial Services Advisors Inc. ($57.85K), and Riggs Asset Managment Co. Inc. ($49.53K).

How much institutional selling is happening at First Trust Water ETF?

Institutional investors have sold a total of 1,113,135 shares in the last 24 months. This volume of shares sold represents approximately $101.29M in transactions.



This page (NYSEARCA:FIW) was last updated on 1/21/2025 by MarketBeat.com Staff
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