FIW institutional holders

First Trust Water ETF · 330 reporting institutions · $914.3M reported value

Funds that can replace FIW · FIW return decomposition

Institutional holdings

Institutions reporting FIW, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$109.6M23,1852026-06-30
Lpl Financial LLC$100.2M23,4582026-06-30
Bank of America Corp /de$57.9M02026-06-30
Wells Fargo & Company/mn$34.7M02026-06-30
Commonwealth Equity Services, LLC$33.9M2,8632026-06-30
Raymond James Financial Inc$30.8M02026-06-30
Stifel Financial Corp$25.5M02026-06-30
Envestnet Pmc$23.9M602026-06-30
UBS Group AG$23.7M02026-06-30
Cetera Investment Advisers$22.9M10,3702026-06-30
Royal Bank of Canada$22M02026-06-30
1832 Asset Management LP$19.5M02026-06-30
Kestra Private Wealth Services, LLC$17.8M2062026-06-30
Ameriprise Financial Inc$17.6M02026-06-30
Ameritas Advisory Services, LLC$17.3M5502026-06-30
Osaic Holdings, Inc.$13M02026-06-30
Clearwater Capital Advisors, LLC$12.6M152026-06-30
Evelyn Partners Group Ltd$12.4M02026-06-30
Bnp Paribas Financial Markets$11M02026-06-30
Truist Financial Corp$8.9M02026-06-30
Arax Advisory Partners$7.5M2322026-06-30
US Bancorp$7.3M02026-06-30
Kestra Advisory Services, LLC$7.2M1,4792026-06-30
Mainsail Financial Group, LLC$7.1M62026-06-30
Wealthcare Advisory Partners LLC$7M1702026-06-30
Private Advisor Group, LLC$5.9M9272026-06-30
Cary Street Partners Financial LLC$5.6M02026-06-30
Northwestern Mutual Wealth Management Co$5.5M02026-06-30
Bip Wealth, LLC$5.4M622026-06-30
Highpoint Advisor Group LLC$5.2M1142026-06-30
Modern Wealth Management, LLC$5M1612026-06-30
MML Investors Services, LLC$5M5,1202026-06-30
Pursuit Wealth Management LLC$5M02025-12-31
Sigma Planning Corp$5M4742026-06-30
Arkansas Financial Group, Inc.$4.9M52026-06-30
Prism Advisors, Inc.$4.9M52026-06-30
Chicago Partners Investment Group LLC$4.7M572026-06-30
National Bank of Canada /fi$4.5M02026-06-30
Benjamin Edwards Inc$4.3M02026-06-30
Prospera Financial Services, Inc.$3.9M2702026-06-30
Raab & Moskowitz Asset Management LLC$3.6M42026-06-30
Goldman Sachs Group Inc$3.6M02026-06-30
Fifth Third Bancorp$3.4M02026-06-30
Integrated Wealth Concepts LLC$3.4M4802026-06-30
Waverly Advisors, LLC$3.2M2312026-06-30
Susquehanna International Group, LLP$3.1M02026-06-30
Comerica Bank$3.1M02025-12-31
Sacks & Associates, LLC$3M22026-06-30
William John Sempolinski$2.9M02026-06-30
Hightower Advisors, LLC$2.7M1,0462026-06-30
Oppenheimer & Co. Inc.$2.6M1,1662026-06-30
Farrow Financial, Inc.$2.5M12026-06-30
Jpmorgan Chase & Co$2.5M02026-06-30
Sanctuary Advisors, LLC$2.5M4012026-06-30
Focus Partners Wealth$2.4M1,0482026-06-30
Equitable Holdings, Inc.$2.4M02026-06-30
Arthur M. Cohen & Associates, LLC$2.4M32026-06-30
Evelyn Partners Investment Management (europe) Ltd$2.4M02026-03-31
Cornerstone Wealth Management, LLC$2.2M02026-06-30
Rfg - Bristol Wealth Advisors, LLC$2.2M52026-06-30
Bank of Montreal /can$2.2M02026-06-30
Beacon Pointe Advisors, LLC$2.1M4662026-06-30
Global Retirement Partners LLC$2M4912026-06-30
Eagle Strategies LLC$2M2,4962026-06-30
Bison Wealth, LLC$2M612026-06-30
Vestmark Advisory Solutions, Inc.$2M82026-06-30
Fiduciary Trust Co$2M02026-06-30
Fifth Third Securities, Inc.$2M1,0142026-06-30
Mai Capital Management$1.9M3082026-06-30
Stonebridge Financial Planning Group, LLC$1.9M52026-06-30
Leclair Wealth Partners LLC$1.8M42026-06-30
Simon Quick Advisors, LLC$1.8M402026-06-30
Financial Enhancement Group LLC$1.7M272026-06-30
Steward Partners Investment Advisory, LLC$1.7M4812026-06-30
Davis Investment Partners, LLC$1.7M22026-06-30
Cornerstone Management, Inc.$1.7M92026-06-30
Corrado Advisors, LLC$1.7M52026-06-30
CIBC World Market Inc.$1.6M02026-06-30
Prime Capital Financial$1.6M2652026-06-30
International Assets Investment Management, LLC$1.6M1222026-06-30
Acorn Wealth Advisors, LLC$1.6M52026-06-30
Ipsen Advisor Group LLC$1.5M32026-06-30
D.A. Davidson & Co.$1.5M6892026-06-30
Blvd Private Wealth, LLC$1.5M32026-06-30
Summit Financial, LLC$1.5M2292026-06-30
Mariner, LLC$1.4M02026-06-30
Newedge Advisors$1.4M6012026-06-30
Morey & Quinn Wealth Partners, LLC$1.4M32026-06-30
Sound Income Strategies, LLC$1.3M1182026-06-30
Fmr LLC$1.3M02026-06-30
Golden State Wealth Management, LLC$1.3M472026-06-30
Sage Capital Management, LLC$1.2M32026-06-30
Moors & Cabot, Inc.$1.2M822026-06-30
Modera Wealth Management, LLC$1.2M1352026-06-30
Stratos Wealth Partners, Ltd.$1.2M3862026-06-30
Pfg Advisors$1.2M832026-06-30
Western Wealth Management, LLC$1.2M1122026-06-30
Arq Wealth Advisors, LLC$1.1M152026-06-30
Harbour Investments, Inc.$1.1M2472026-06-30
Tocqueville Asset Management LP$1.1M322026-06-30
Rockefeller Capital Management LP$1.1M3462026-06-30
Signal Advisors Wealth, LLC$1.1M452026-06-30
Stegent Equity Advisors, Inc.$1.1M22026-06-30
Wilmington Savings Fund Society, Fsb$1.1M02026-06-30
Capital Investment Advisory Services, LLC$1.1M1032026-06-30
Platform Technology Partners$1M102026-06-30
Stonex Group Inc.$1M02026-06-30
Flagstar Securities, Inc$1M302026-06-30
Mtm Investment Management, LLC$984K52026-06-30
Smith, Moore & Co.$955.8K452026-06-30
Clear Creek Financial Management, LLC$941.6K442026-06-30
Ausdal Financial Partners, Inc.$923.2K1892026-06-30
Captrust Financial Advisors$915.3K9622026-06-30
Mercer Global Advisors Inc /adv$912.6K02026-06-30
Wealth Enhancement Advisory Services, LLC$900.4K1,0262026-06-30
King Luther Capital Management Corp$876.2K342026-06-30
Ameriflex Group, Inc.$871.9K2122026-06-30
Concurrent Investment Advisors, LLC$860K3492026-06-30
Seia$846K1412026-06-30
World Investment Advisors$821.1K3592026-06-30
Creativeone Wealth, LLC$814.1K2212026-06-30
Lexaurum Advisors, LLC$811.5K352026-06-30
PNC Financial Services Group, Inc.$793K02026-06-30
Mgo One Seven LLC$748.9K1182026-06-30
Legacy Edge Advisors, LLC$741K182026-06-30
Creative Planning$732.5K1,1712026-06-30
Kfg Wealth Management, LLC$728.8K492026-06-30
Pfg Investments, LLC$727.8K02026-06-30
Comprehensive Money Management Services LLC$725.8K02026-06-30
J.W. Cole Advisors, Inc.$719.5K4992026-06-30
&partners$700.7K5552026-06-30
First Heartland Consultants, Inc.$683.8K992026-06-30
Advyzon Investment Management, LLC$675.1K22026-06-30
Lanark Financial, Inc.$666.1K692026-06-30
Prairie Wealth Advisors, Inc.$665.6K92026-06-30
Freegulliver, LLC$663.8K52026-06-30
Mascoma Wealth Management$659.1K112026-06-30
Cwm, LLC$659K6672026-03-31
Financial Management, Inc.$652.6K82026-06-30
Regal Investment Advisors LLC$637.4K1172026-06-30
Dynamic$634.9K752026-06-30
Van Diest Capital, LLC$634.8K82026-06-30
Principal Securities, Inc.$632K1,4632026-06-30
Ignite Planners LLC$622.3K242026-06-30
Integrity Alliance, Llc.$613.6K3532026-06-30
Bluedoor Private Wealth, LLC$612.4K62026-06-30
Annis Gardner Whiting Capital Advisors, LLC$592.8K142026-06-30
Kingsview Wealth Management, LLC$580.3K1152026-06-30
Nations Financial Group Inc, /ia/ /adv$579.6K02026-06-30
Baird Financial Group, Inc.$559.8K02026-06-30
Farther Finance Advisors, LLC$533.3K3342026-06-30
Wealth Effects$517.2K72026-06-30
Wealthspire Retirement, LLC$512.2K1462026-06-30
Interactive Financial Advisors, Inc.$499.4K342026-06-30
Titleist Asset Management, LLC$487.9K432026-06-30
Presilium Private Wealth, LLC$487.3K52026-06-30
Perissos Private Wealth Management, LLC$485.7K22026-06-30
Princeton Global Asset Management LLC$482.3K172026-06-30
Arkadios Wealth Advisors$479.5K2262026-06-30
Sunpointe Investments$478.2K112026-06-30
Proactive Wealth Strategies, LLC$475.6K52026-06-30
Walkner Condon Financial Advisors LLC$468.4K152026-06-30
Ascend Investment Partners$463.4K52026-06-30
Advisory Services Network$461.4K2532026-06-30
Merit Financial Group, LLC$451.2K2952026-06-30
Axxcess Wealth Management, LLC$440.3K382026-06-30
Tactive Advisors, LLC$430.9K182026-06-30
Trinity Legacy Partners, LLC$429.4K62026-06-30
Wealthplan Investment Management, LLC$424.7K292026-06-30
Composition Wealth, LLC$414.5K762026-06-30
Independent Financial Group, LLC$413.5K4812026-06-30
Savvy Advisors, Inc.$411.6K2142026-06-30
Sfi Advisors, LLC$403.3K42026-06-30
Truwealth Advisors, LLC$396.4K02026-03-31
Retirement Planning Group, LLC$390K02026-06-30
Brass Tax Wealth Management, Inc$389.9K02025-09-30
Jacobi Capital Management LLC$389.1K322026-06-30
Brown Advisory Inc$383.5K02026-06-30
Nova R Wealth, Inc.$379.5K52026-06-30
Bryn Mawr Trust Advisors, LLC$372K552026-06-30
Corecap Advisors, LLC$369.4K1182026-06-30
Xcelsior Advisor Partners LLC$361.9K02026-06-30
Aprio Wealth Management, LLC$340.3K362026-06-30
Ameritas Investment Partners, Inc.$339.3K72026-06-30
Triad Wealth Partners, LLC$338.4K492026-06-30
Founders Financial Securities LLC$332.2K1172026-06-30
Stratos Wealth Advisors, LLC$329.6K712026-06-30
Dash Acquisitions Inc.$317.7K62026-06-30
Selective Wealth Management, Inc.$309.2K92026-06-30
Citigroup Inc$299.3K02026-06-30
Wealthfront Advisers LLC$297.3K402026-06-30
Tudor Financial, Inc.$296.8K72026-06-30
Pacific Sun Financial Corp$289.1K32026-06-30
Mason & Associates Inc$283.7K82026-06-30
Carlson Financial, Inc.$282.1K42026-06-30
Summit Place Financial Advisors, LLC$281.7K32026-06-30
Sowell Financial Services LLC$280.8K1082026-06-30
Parallel Advisors, LLC$277.9K752026-06-30
Sunbelt Securities, Inc.$269K632026-03-31
Tower Research Capital LLC (trc)$265.3K02026-06-30
Grantvest Financial Group LLC$263.9K52026-06-30
Global Assets Advisory, LLC$261.9K302026-06-30
Tempus Wealth Planning, LLC$260.4K102026-06-30
Brighton Jones LLC$259.2K1592026-06-30
Brandywine Oak Private Wealth LLC$258.2K102026-06-30
Impact Partnership Wealth, LLC$253.6K922026-06-30
Trivant Custom Portfolio Group, LLC$253.5K62026-06-30
Commonwealth Financial Services, LLC$252.1K152026-06-30
Accel Wealth Management$244.2K102026-06-30
Beto Financial Group, LLC$243.7K52026-06-30
Mutual Advisors, LLC$240.9K1532026-06-30
Stirlingshire Investments, Inc.$236K282026-06-30
Silver Oak Securities, Incorporated$233.6K1172026-06-30
Cambridge Advisors Inc.$232.3K42026-06-30
Kaizen Financial Strategies, LLC$229.4K52026-06-30
TD Waterhouse Canada Inc.$227.9K02026-06-30
Snowden Capital Advisors LLC$225.9K1222026-06-30
Tradition Wealth Management, LLC$225.9K232026-06-30
Relyea Zuckerberg Hanson LLC$224.4K72026-06-30
Gateway Wealth Partners, LLC$220.7K1012026-06-30
Horizon Investments, LLC$218.1K272026-06-30
Geneos Wealth Management, Inc.$211.7K1932026-06-30
Cerity Partners LLC$208.7K7772026-06-30
Level Wealth Management LLC$206.6K32026-06-30
Flagship Harbor Advisors, LLC$205.8K602026-06-30
Whittier Trust Co of Nevada Inc$199K02026-06-30
TD Private Client Wealth LLC$186.1K5352026-06-30
Blackrock, Inc.$170.6K02026-06-30
Allworth Financial, LP$168.9K3172026-06-30
Financial Perspectives, Inc$151.2K152026-06-30
Private Trust Co NA$148.3K02026-06-30
Millstone Evans Group, LLC$146.1K72026-06-30
Anchor Bay Capital, Inc.$143.3K62026-06-30
Larson Financial Group LLC$141.7K672026-06-30
Whittier Trust Co$118.8K02026-06-30
Creative Financial Designs Inc /adv$116.3K02026-06-30
Pfs Partners, LLC$106.2K102026-06-30
Continuum Advisory, LLC$105.6K402026-06-30
Reap Financial Group, LLC$105.5K72026-06-30
Mechanics Financial Corp$98.6K02026-06-30
Institute for Wealth Management, Llc.$98.6K132026-06-30
Clearstead; Clearstead Advisory Solutions$94.3K642026-06-30
Advocate Investing Services$90.4K52026-06-30
Elevated Capital Advisors, LLC$85.4K202026-06-30
Ifp Advisors, Inc$77.3K3182026-06-30
Federation Des Caisses Desjardins Du Quebec$70K02026-06-30
Bokf, NA$68.5K02026-06-30
Advisornet Wealth Partners$66.8K582026-06-30
Basepoint Wealth LLC$66.6K132026-06-30
First Pacific Financial, Inc.$62.8K192026-06-30

The 250 largest of 330 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30