FIRST TRUST WATER ETF (FIW) Institutional Shareholders
FIRST TRUST WATER ETF (FIW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $839.76M in FIW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FIW tracked by InsiderSet, reporting ownership valued at approximately $103.89M in its March 31, 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 $109.51M, representing an estimated gain of +5.41% 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
310
Total Reported Value
$839.76M
Largest Holder
Morgan Stanley
Largest Position
$103.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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% | 1,007,394 | $103,892,638 | $109,513,802 | +$5,621,164 | +5.41% | |
| Lpl Financial Llc | 0.03% | 948,895 | $97,859,550 | $103,154,375 | +$5,294,825 | +5.41% | |
| Bank Of America Corp | 0.00% | 512,084 | $52,811,210 | $55,668,652 | +$2,857,442 | +5.41% | |
| Commonwealth Equity Services, Llc | 0.04% | 309,460 | $33,892,072 | $33,641,397 | -$250,675 | -0.74% | |
| Wells Fargo & Company/Mn | 0.01% | 308,529 | $31,818,560 | $33,540,188 | +$1,721,628 | +5.41% | |
| Raymond James Financial Inc | 0.01% | 270,378 | $27,884,111 | $29,392,792 | +$1,508,681 | +5.41% | |
| Envestnet Asset Management Inc | 0.01% | 226,125 | $23,320,318 | $24,582,049 | +$1,261,731 | +5.41% | |
| Ubs Group Ag | 0.00% | 224,477 | $23,150,313 | $24,402,895 | +$1,252,582 | +5.41% | |
| Stifel Financial Corp | 0.02% | 202,368 | $20,871,756 | $21,999,425 | +$1,127,669 | +5.40% | |
| Ameriprise Financial Inc | 0.00% | 196,287 | $20,231,313 | $21,338,360 | +$1,107,047 | +5.47% | |
| Cetera Investment Advisers | 0.02% | 194,132 | $20,020,806 | $21,104,090 | +$1,083,284 | +5.41% | |
| 1832 Asset Management L.P. | 0.02% | 177,700 | $18,326,201 | $19,317,767 | +$991,566 | +5.41% | |
| Kestra Private Wealth Services, Llc | 0.20% | 162,472 | $17,793,956 | $17,662,331 | -$131,625 | -0.74% | |
| Royal Bank Of Canada | 0.00% | 172,338 | $17,773,000 | $18,734,864 | +$961,864 | +5.41% | |
| Clearwater Capital Advisors, Llc | 0.94% | 112,957 | $11,649,241 | $12,279,555 | +$630,314 | +5.41% | |
| Osaic Holdings, Inc. | 0.02% | 112,785 | $11,634,935 | $12,260,857 | +$625,922 | +5.38% | |
| Ameritas Advisory Services, Llc | 0.44% | 110,833 | $11,430,187 | $12,048,655 | +$618,468 | +5.41% | |
| Truist Financial Corp | 0.01% | 81,637 | $8,940,897 | $8,874,758 | -$66,139 | -0.74% | |
| Susquehanna International Group, Llp | 0.01% | 77,794 | $8,022,895 | $8,456,986 | +$434,091 | +5.41% | |
| Kestra Advisory Services, Llc | 0.02% | 65,594 | $7,183,892 | $7,130,724 | -$53,168 | -0.74% | |
| Mainsail Financial Group, Llc | 2.40% | 64,382 | $7,051,139 | $6,998,967 | -$52,172 | -0.74% | |
| Wealthcare Advisory Partners Llc | 0.13% | 64,351 | $7,047,737 | $6,995,597 | -$52,140 | -0.74% | |
| Arax Advisory Partners | 0.20% | 67,722 | $6,984,096 | $7,362,059 | +$377,963 | +5.41% | |
| Us Bancorp \De\ | 0.01% | 65,613 | $6,766,668 | $7,132,789 | +$366,121 | +5.41% | |
| Private Advisor Group, Llc | 0.03% | 53,737 | $5,885,277 | $5,841,749 | -$43,528 | -0.74% | |
| Cary Street Partners Financial Llc | 0.12% | 51,543 | $5,645,024 | $5,603,240 | -$41,784 | -0.74% | |
| Modern Wealth Management, Llc | 0.09% | 52,435 | $5,459,572 | $5,700,209 | +$240,637 | +4.41% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $5,156,500 | $5,435,500 | +$279,000 | +5.41% | |
| Arkansas Financial Group, Inc. | 0.64% | 44,810 | $4,907,592 | $4,871,295 | -$36,297 | -0.74% | |
| Prism Advisors, Inc. | 1.18% | 44,480 | $4,871,450 | $4,835,421 | -$36,029 | -0.74% | |
| Highpoint Advisor Group Llc | 0.20% | 46,657 | $4,811,762 | $5,072,082 | +$260,320 | +5.41% | |
| Chicago Partners Investment Group Llc | 0.09% | 43,869 | $4,671,156 | $4,768,999 | +$97,843 | +2.09% | |
| Sigma Planning Corp | 0.13% | 44,579 | $4,597,478 | $4,846,183 | +$248,705 | +5.41% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 43,601 | $4,496,609 | $4,739,865 | +$243,256 | +5.41% | |
| Bank Of Montreal | 0.00% | 43,108 | $4,445,695 | $4,686,271 | +$240,576 | +5.41% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 42,966 | $4,431,065 | $4,670,834 | +$239,769 | +5.41% | |
| Benjamin Edwards Inc | 0.04% | 39,268 | $4,302,502 | $4,268,824 | -$33,678 | -0.78% | |
| National Bank Of Canada | 0.00% | 41,721 | $4,300,183 | $4,535,490 | +$235,307 | +5.47% | |
| Prospera Financial Services Inc | 0.06% | 35,728 | $3,920,578 | $3,883,991 | -$36,587 | -0.93% | |
| Integrated Wealth Concepts Llc | 0.03% | 37,484 | $3,865,690 | $4,074,886 | +$209,196 | +5.41% | |
| Mml Investors Services, Llc | 0.01% | 36,613 | $3,775,928 | $3,980,199 | +$204,271 | +5.41% | |
| Raab & Moskowitz Asset Management Llc | 0.73% | 33,010 | $3,615,255 | $3,588,517 | -$26,738 | -0.74% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 34,582 | $3,566,462 | $3,759,409 | +$192,947 | +5.41% | |
| Hightower Advisors, Llc | 0.00% | 32,473 | $3,349,297 | $3,530,140 | +$180,843 | +5.40% | |
| Bip Wealth, Llc | 0.13% | 31,566 | $3,255,421 | $3,431,540 | +$176,119 | +5.41% | |
| Fifth Third Bancorp | 0.01% | 30,196 | $3,114,163 | $3,282,607 | +$168,444 | +5.41% | |
| Strategy Asset Managers Llc | 0.49% | 29,062 | $2,997,123 | $3,159,330 | +$162,207 | +5.41% | |
| Waverly Advisors, Llc | 0.02% | 26,873 | $2,771,429 | $2,921,364 | +$149,935 | +5.41% | |
| Gallagher Fiduciary Advisors, Llc | 0.11% | 26,552 | $2,738,314 | $2,886,468 | +$148,154 | +5.41% | |
| Evelyn Partners Investment Management (Europe) Ltd | 0.84% | 23,582 | $2,432,012 | $2,563,599 | +$131,587 | +5.41% |
Frequently asked questions about FIW
Who owns the most FIW stock?
The largest holders of FIW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST WATER ETF (FIW).
Is FIW widely held by superinvestors?
Many widely followed stocks like FIW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FIW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.