First Trust Water ETF (FIW) Institutional Ownership

$104.76
+0.35 (+0.34%)
(As of 10:33 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$211.61M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$54.78M
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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
5/8/2024Cozad Asset Management Inc.14,215$1.45M0.2%+1.6%0.087%
5/8/2024Avantax Advisory Services Inc.76,622$7.82M0.1%+85.2%0.472%
5/7/2024 Atomi Financial Group Inc.9,642$984K0.1%+2.6%0.059%
5/7/2024 PFG Advisors9,935$1.01M0.1%+2.0%0.061%
5/7/2024 Oppenheimer & Co. Inc.67,890$6.93M0.1%+49.3%0.418%
5/4/2024 Csenge Advisory Group10,001$1.02M0.1%N/A0.062%
5/2/2024 Farrow Financial Inc.21,567$2.20M1.5%N/A0.134%
5/2/2024 Bryn Mawr Capital Management LLC1,683$172K0.0%-71.5%0.010%
5/1/2024 Janney Montgomery Scott LLC17,127$1.75M0.0%-4.0%0.106%
5/1/2024 Stegent Equity Advisors Inc.41,829$4.27M4.3%+10.8%0.259%
4/30/2024 Private Advisor Group LLC70,155$7.16M0.1%+6.5%0.434%
4/30/2024 Cutter & CO Brokerage Inc.13,616$1.39M0.3%+3.1%0.084%
4/30/2024 Arkadios Wealth Advisors4,966$507K0.0%-16.7%0.031%
4/29/2024Commonwealth Equity Services LLC302,766$30.91M0.1%+11.4%1.875%
4/29/2024 Benjamin F. Edwards & Company Inc.37,424$3.82M0.1%+0.3%0.232%
4/27/2024 White Pine Investment CO47,559$4.86M1.4%+1.8%0.294%
4/26/2024 Clear Creek Financial Management LLC9,257$945K0.1%N/A0.057%
4/25/2024 Summit Financial LLC9,525$972K0.1%+29.8%0.059%
4/25/2024 Cambridge Investment Research Advisors Inc.83,271$8.50M0.0%+12.9%0.516%
4/24/2024 Trinity Legacy Partners LLC5,607$572K0.2%+16.2%0.035%
4/24/2024 NBT Bank N A NY4,763$486K0.0%-5.4%0.029%
4/23/2024 Global Retirement Partners LLC5,285$540K0.0%+2.9%0.033%
4/23/2024 Cherry Creek Investment Advisors Inc.2,033$208K0.1%N/A0.013%
4/23/2024 Strategic Blueprint LLC23,055$2.35M0.2%+1.6%0.143%
4/23/2024 Raymond James Financial Services Advisors Inc.107,862$11.01M0.0%-20.5%0.668%
4/22/2024 Nilsine Partners LLC13,138$1.34M0.2%-3.0%0.081%
4/22/2024 PFG Investments LLC5,145$525K0.0%+3.0%0.032%
4/22/2024 Outlook Wealth Advisors LLC12,031$1.23M0.4%+148.6%0.074%
4/22/2024 Raymond James & Associates90,451$9.24M0.0%-5.2%0.560%
4/22/2024 Accordant Advisory Group Inc1,415$144K0.1%N/A0.009%
4/19/2024 Mainsail Financial Group LLC42,142$4.30M3.0%+0.6%0.263%
4/19/2024 KFG Wealth Management LLC3,480$355K0.1%+16.9%0.022%
4/18/2024 Measured Wealth Private Client Group LLC6,112$624K0.2%+7.0%0.038%
4/18/2024 Dash Acquisitions Inc.2,606$252K0.1%N/A0.016%
4/18/2024 Claro Advisors LLC1,967$201K0.0%-14.1%0.012%
4/16/2024 Bridge Advisory LLC12,131$1.24M0.6%-5.5%0.076%
4/16/2024 Arkansas Financial Group Inc.3,481$355K0.1%N/A0.022%
4/15/2024 Wealthcare Advisory Partners LLC27,183$2.78M0.1%+2.1%0.170%
4/15/2024 Financial Enhancement Group LLC16,409$1.61M0.3%+1.0%0.103%
4/15/2024 Flagstar Advisors Inc.11,054$1.13M0.3%+40.5%0.069%
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4/12/2024 Nova R Wealth Inc.7,032$718K0.4%-11.9%0.044%
4/12/2024 Ignite Planners LLC2,167$220K0.1%-9.2%0.014%
4/12/2024 Global Assets Advisory LLC263,380$26.89M0.1%N/A1.646%
4/11/2024 International Assets Investment Management LLC7,417$751K0.0%-3.6%0.046%
4/10/2024 LexAurum Advisors LLC30,509$3.12M0.8%+6.9%0.191%
4/10/2024 Aprio Wealth Management LLC3,340$341K0.1%-5.6%0.021%
4/10/2024 SOA Wealth Advisors LLC.356$36K0.0%N/A0.002%
4/5/2024 Prism Advisors Inc.40,039$4.09M1.2%-1.2%0.250%
3/22/2024PNC Financial Services Group Inc.2,318$220K0.0%-59.0%0.014%
3/15/2024B. Riley Wealth Advisors Inc.10,188$966K0.0%-7.5%0.064%
3/8/2024ICA Group Wealth Management LLC284$27K0.0%N/A0.002%
2/27/2024ARQ Wealth Advisors LLC2,707$257K0.2%N/A0.017%
2/23/2024 Chicago Partners Investment Group LLC29,898$2.73M0.1%-2.8%0.187%
2/22/2024Scarborough Advisors LLC3,413$324K0.0%N/A0.021%
2/13/20241832 Asset Management L.P.175,599$16.65M0.0%-2.0%1.097%
2/13/2024 Oppenheimer & Co. Inc.45,482$4.31M0.1%+29.9%0.284%
2/12/2024Tradition Wealth Management LLC3,993$379K0.0%+3.9%0.025%
2/12/2024Fiduciary Trust Co20,950$1.99M0.0%+211.4%0.131%
2/12/2024Focus Financial Network Inc. ADV3,050$289K0.0%N/A0.019%
2/12/2024Stifel Financial Corp170,239$16.14M0.0%+71.8%1.064%
2/12/2024Steward Partners Investment Advisory LLC37,181$3.53M0.0%-19.4%0.232%
2/9/2024 Advisory Services Network LLC7,018$665K0.0%-50.5%0.044%
2/9/2024US Bancorp DE81,626$7.74M0.0%-0.6%0.510%
2/9/2024 Cambridge Investment Research Advisors Inc.73,765$6.99M0.0%-13.2%0.461%
2/9/2024 Assetmark Inc.6,428$609K0.0%+144.8%0.040%
2/9/2024D.A. Davidson & CO.15,650$1.48M0.0%-2.0%0.098%
2/9/2024Wells Fargo & Company MN466,293$44.20M0.0%+15.8%2.914%
2/9/2024Paragon Private Wealth Management LLC4,251$403K0.3%-16.2%0.027%
2/9/2024Gladstone Institutional Advisory LLC44,845$4.25M0.2%-5.5%0.280%
2/9/2024UBS Group AG308,281$29.22M0.0%+0.1%1.927%
2/8/2024 Main Street Financial Solutions LLC2,372$225K0.0%N/A0.015%
2/8/2024 Brown Advisory Inc.3,666$348K0.0%+9.6%0.023%
2/8/2024 Financial Advocates Investment Management3,627$344K0.0%-61.3%0.023%
2/8/2024 First Heartland Consultants Inc.5,082$482K0.1%-6.8%0.032%
2/8/2024Kingsview Wealth Management LLC4,250$403K0.0%+39.3%0.027%
2/8/2024 WMG Financial Advisors LLC13,842$1.31M0.9%+6.7%0.087%
2/8/2024Savvy Advisors Inc.3,611$342K0.3%N/A0.023%
2/8/2024 MinichMacGregor Wealth Management LLC2,895$274K0.1%-96.7%0.018%
2/8/2024Wade G W & Inc.11,594$1.10M0.0%+4.3%0.072%
2/8/2024 Janney Montgomery Scott LLC17,838$1.69M0.0%-12.6%0.111%
2/8/2024 Pacific Sun Financial Corp2,797$265K0.2%-11.1%0.017%
2/7/2024 Partnership Wealth Management LLC1,686$155K0.1%N/A0.011%
2/7/2024Avantax Advisory Services Inc.41,380$3.92M0.0%+0.3%0.259%
2/7/2024 Envestnet Portfolio Solutions Inc.2,757$261K0.0%N/A0.017%
2/7/2024 NBC Securities Inc.5,079$481K0.0%+3.2%0.032%
2/7/2024 Acorn Wealth Advisors LLC17,873$1.69M1.0%+2.1%0.112%
2/7/2024 Calton & Associates Inc.2,251$213K0.1%N/A0.014%
2/7/2024Principal Securities Inc.2,943$279K0.0%N/A0.018%
2/7/2024Clearwater Capital Advisors LLC104,001$9.86M1.1%-3.5%0.650%
2/6/2024 Private Advisor Group LLC65,867$6.24M0.0%+5.6%0.412%
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2/6/2024 Wealthcare Advisory Partners LLC26,636$2.53M0.1%+2.8%0.166%
2/6/2024National Bank of Canada FI106,359$10.01M0.0%+536.3%0.665%
2/6/2024 Measured Wealth Private Client Group LLC5,713$542K0.2%N/A0.036%
2/6/2024U.S. Capital Wealth Advisors LLC10,070$955K0.0%-8.9%0.063%
2/6/2024 Benjamin F. Edwards & Company Inc.37,295$3.54M0.1%+0.8%0.233%
2/6/2024SRS Capital Advisors Inc.129,056$12.23M1.4%+5.8%0.807%
2/6/2024Commonwealth Equity Services LLC271,688$25.76M0.0%-0.7%1.698%
2/6/2024Seaview Investment Managers LLC24,226$2.30M0.7%+2.5%0.151%
2/6/2024 Summit Financial LLC7,341$696K0.0%-6.1%0.046%
2/5/2024Oder Investment Management LLC9,869$936K0.9%-11.6%0.062%
(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, 250 institutional investors and hedge funds held shares of First Trust Water ETF. The most heavily invested institutionals were LPL Financial LLC ($51.92M), Wells Fargo & Company MN ($44.20M), Bank of America Corp DE ($43.57M), Commonwealth Equity Services LLC ($30.91M), UBS Group AG ($29.22M), Global Assets Advisory LLC ($26.89M), and 1832 Asset Management L.P. ($16.65M).Learn more on FIW's institutional investors.

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

Of the 211 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 ($785.24K), Global Assets Advisory LLC ($263.38K), Money Design Co. Ltd. ($133.86K), Commonwealth Equity Services LLC ($129.93K), SRS Capital Advisors Inc. ($124.60K), LPL Financial LLC ($116.77K), and National Bank of Canada FI ($92.79K).

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

Institutional investors have bought a total of 3,481,329 shares in the last 24 months. This purchase volume represents approximately $304.93M in transactions.

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

Of the 149 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: UBS Group AG ($152.98K), Granger Management LLC ($151.23K), D.A. Davidson & CO. ($137.60K), LPL Financial LLC ($123.27K), Private Advisor Group LLC ($93.79K), MinichMacGregor Wealth Management LLC ($84.25K), and Raymond James Financial Services Advisors Inc. ($78.00K).

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

Institutional investors have sold a total of 1,801,810 shares in the last 24 months. This volume of shares sold represents approximately $146.20M in transactions.


This page (NYSEARCA:FIW) was last updated on 5/9/2024 by MarketBeat.com Staff

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