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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
226
Key Financial Inc
Pennsylvania
$1.44K – – –
CAS
227
Coppell Advisory Solutions
Texas
$1.19K +$1.19K +15 New
MPCL
228
My Personal CFO LLC
Washington
$1.19K +$1.19K +15 New
CASC
229
Coppell Advisory Solutions Corp
Texas
$1.19K +$1.19K +15 New
William Blair & Company
230
William Blair & Company
Illinois
$724 – – –
AWM
231
Align Wealth Management
Oklahoma
$718 +$718 +10 New
LC
232
Lindbrook Capital
California
$79 – – –
OCPWS
233
One Charles Private Wealth Services
Massachusetts
– -$4.58M -63,806 Closed
SMF
234
Sterling Manor Financial
New York
– -$3.8M -52,935 Closed
SWAG
235
Spectrum Wealth Advisory Group
California
– -$2.4M -33,466 Closed
Goldman Sachs
236
Goldman Sachs
New York
– -$1.82M -25,368 Closed
OBWG
237
Onyx Bridge Wealth Group
New York
– -$834K -11,530 Closed
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
– -$713K -9,937 Closed
CAG
239
Csenge Advisory Group
Florida
– -$469K -6,532 Closed
MA
240
Mutual Advisors
Nebraska
– -$450K -6,266 Closed
MAP
241
Milestone Advisory Partners
North Carolina
– -$433K -6,026 Closed
LNWWM
242
Laird Norton Wetherby Wealth Management
California
– -$265K -3,700 Closed
SOS
243
Silver Oak Securities
Tennessee
– -$252K -3,049 Closed
WWA
244
WCG Wealth Advisors
Nevada
– -$261K -2,642 Closed
WWM
245
Wagner Wealth Management
South Carolina
– -$122K -1,695 Closed
RA
246
Resolute Advisors
California
– -$64K -890 Closed
GWSG
247
GPS Wealth Strategies Group
Colorado
– -$32K -440 Closed
HI
248
Hudock Inc
Pennsylvania
– -$27K -384 Closed
OPW
249
Oxler Private Wealth
New York
– -$29.4K -303 Closed
CWC
250
Carolinas Wealth Consulting
North Carolina
– -$15K -215 Closed
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