FIW Institutional Ownership & Shareholders
FIRST TRUST WATER ETF (FIW) is currently held by 305 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $909.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FIW tracked by InsiderSet, reporting ownership valued at approximately $109.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $112.36M, representing an estimated gain of +2.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed FIW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST WATER ETF (FIW).
This page ranks the largest institutional FIW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
305
Total Reported Value
$909.59M
Largest Holder
Morgan Stanley
Largest Position
$109.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,001,039 | $109,633,957 | $112,356,617 | +$2,722,660 | +2.48% | |
| Lpl Financial Llc | 0.02% | 914,506 | $100,156,679 | $102,644,153 | +$2,487,474 | +2.48% | |
| Bank Of America Corp | 0.00% | 528,797 | $57,913,835 | $59,352,175 | +$1,438,340 | +2.48% | |
| Wells Fargo & Company/Mn | 0.01% | 316,764 | $34,692,030 | $35,553,591 | +$861,561 | +2.48% | |
| Commonwealth Equity Services, Llc | 0.04% | 317,908 | $32,992,513 | $35,681,994 | +$2,689,481 | +8.15% | |
| Raymond James Financial Inc | 0.01% | 281,084 | $30,784,249 | $31,548,868 | +$764,619 | +2.48% | |
| Polianta Ltd | 3.62% | 267,700 | $29,318,000 | $30,046,648 | +$728,648 | +2.49% | |
| Stifel Financial Corp | 0.02% | 232,525 | $25,467,430 | $26,098,606 | +$631,176 | +2.48% | |
| Envestnet Asset Management Inc | 0.01% | 218,425 | $23,921,924 | $24,516,022 | +$594,098 | +2.48% | |
| Ubs Group Ag | 0.00% | 216,365 | $23,696,294 | $24,284,808 | +$588,514 | +2.48% | |
| Cetera Investment Advisers | 0.02% | 209,521 | $22,946,748 | $23,516,637 | +$569,889 | +2.48% | |
| Royal Bank Of Canada | 0.00% | 201,240 | $22,041,000 | $22,587,178 | +$546,178 | +2.48% | |
| 1832 Asset Management L.P. | 0.02% | 177,700 | $19,461,704 | $19,945,048 | +$483,344 | +2.48% | |
| Kestra Private Wealth Services, Llc | 0.19% | 169,983 | $17,640,808 | $19,078,892 | +$1,438,084 | +8.15% | |
| Ameriprise Financial Inc | 0.00% | 161,170 | $17,615,757 | $18,089,721 | +$473,964 | +2.69% | |
| Ameritas Advisory Services, Llc | 0.35% | 157,875 | $17,290,458 | $17,719,890 | +$429,432 | +2.48% | |
| Osaic Holdings, Inc. | 0.02% | 118,540 | $12,988,185 | $13,304,930 | +$316,745 | +2.44% | |
| Clearwater Capital Advisors, Llc | 0.92% | 114,751 | $12,567,561 | $12,879,652 | +$312,091 | +2.48% | |
| Bnp Paribas Financial Markets | 0.01% | 100,000 | $10,952,000 | $11,224,000 | +$272,000 | +2.48% | |
| Truist Financial Corp | 0.01% | 100,423 | $10,421,951 | $11,271,478 | +$849,527 | +8.15% | |
| Arax Advisory Partners | 0.05% | 68,509 | $7,503,076 | $7,689,450 | +$186,374 | +2.48% | |
| Mainsail Financial Group, Llc | 2.46% | 70,509 | $7,317,423 | $7,913,930 | +$596,507 | +8.15% | |
| Us Bancorp \De\ | 0.01% | 66,250 | $7,255,724 | $7,435,900 | +$180,176 | +2.48% | |
| Kestra Advisory Services, Llc | 0.02% | 68,578 | $7,116,989 | $7,697,195 | +$580,206 | +8.15% | |
| Wealthcare Advisory Partners Llc | 0.12% | 66,918 | $6,944,763 | $7,510,876 | +$566,113 | +8.15% | |
| Janney Montgomery Scott Llc | 0.01% | 56,319 | $6,168,000 | $6,321,245 | +$153,245 | +2.48% | |
| Private Advisor Group, Llc | 0.03% | 53,737 | $5,885,277 | $6,031,441 | +$146,164 | +2.48% | |
| Cary Street Partners Financial Llc | 0.12% | 51,543 | $5,645,024 | $5,785,186 | +$140,162 | +2.48% | |
| Bip Wealth, Llc | 0.14% | 51,295 | $5,323,370 | $5,757,351 | +$433,981 | +8.15% | |
| Highpoint Advisor Group Llc | 0.18% | 47,141 | $5,162,869 | $5,291,106 | +$128,237 | +2.48% | |
| Modern Wealth Management, Llc | 0.06% | 45,968 | $5,034,370 | $5,159,448 | +$125,078 | +2.48% | |
| Mml Investors Services, Llc | 0.01% | 45,827 | $5,018,973 | $5,143,622 | +$124,649 | +2.48% | |
| Sigma Planning Corp | 0.12% | 45,121 | $4,682,631 | $5,064,381 | +$381,750 | +8.15% | |
| Arkansas Financial Group, Inc. | 0.61% | 43,879 | $4,553,765 | $4,924,979 | +$371,214 | +8.15% | |
| Prism Advisors, Inc. | 1.14% | 43,421 | $4,540,100 | $4,873,573 | +$333,473 | +7.35% | |
| National Bank Of Canada | 0.00% | 40,866 | $4,471,966 | $4,586,800 | +$114,834 | +2.57% | |
| Benjamin Edwards Inc | 0.04% | 39,268 | $4,302,502 | $4,407,440 | +$104,938 | +2.44% | |
| Chicago Partners Investment Group Llc | 0.08% | 38,786 | $4,269,995 | $4,353,341 | +$83,346 | +1.95% | |
| Prospera Financial Services Inc | 0.06% | 35,728 | $3,920,578 | $4,010,111 | +$89,533 | +2.28% | |
| Goldman Sachs Group Inc | 0.00% | 32,705 | $3,581,852 | $3,670,809 | +$88,957 | +2.48% | |
| Raab & Moskowitz Asset Management Llc | 0.69% | 33,247 | $3,450,374 | $3,731,643 | +$281,269 | +8.15% | |
| Fifth Third Bancorp | 0.01% | 31,213 | $3,418,430 | $3,503,347 | +$84,917 | +2.48% | |
| Waverly Advisors, Llc | 0.02% | 28,814 | $3,155,693 | $3,234,083 | +$78,390 | +2.48% | |
| Susquehanna International Group, Llp | 0.00% | 28,045 | $3,071,489 | $3,147,771 | +$76,282 | +2.48% | |
| Oppenheimer & Co Inc | 0.03% | 28,386 | $2,945,899 | $3,186,045 | +$240,146 | +8.15% | |
| Concurrent Investment Advisors, Llc | 0.02% | 26,043 | $2,702,761 | $2,923,066 | +$220,305 | +8.15% | |
| Integrated Wealth Concepts Llc | 0.02% | 24,328 | $2,664,368 | $2,730,575 | +$66,207 | +2.48% | |
| Jpmorgan Chase & Co | 0.00% | 23,206 | $2,515,302 | $2,604,641 | +$89,339 | +3.55% | |
| Sanctuary Advisors, Llc | 0.01% | 22,920 | $2,510,189 | $2,572,541 | +$62,352 | +2.48% | |
| Focus Partners Wealth | 0.00% | 22,359 | $2,448,676 | $2,509,574 | +$60,898 | +2.49% |
Frequently asked questions about FIW
Who are the largest institutional holders of FIW?
The largest institutional holders of FIW reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FIW position.
What is FIW institutional ownership?
This page tracks FIW positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST WATER ETF (FIW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIW?
InsiderSet currently tracks 305 institutional managers reporting FIW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FIW shareholders.
How much FIW stock do institutions own?
Institutional investment managers disclosed approximately $909.59M in FIW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIW institutional ownership last updated?
The latest FIW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FIW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FIW position after the reporting date.
Are institutions buying or selling FIW?
Institutional buying and selling can be analyzed by comparing FIW positions across consecutive 13F reporting periods. InsiderSet's FIW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIW ownership changes.
How has FIW institutional ownership changed over time?
InsiderSet tracks FIW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.