FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Clearview Wealth Advisors
Oregon
$4.85K +$88 +1 +2%
KIG
227
Kessler Investment Group
Indiana
$4.25K – – –
AWM
228
AllSquare Wealth Management
New York
$4.11K – – –
FPFS
229
First Personal Financial Services
North Carolina
$3.54K – – –
IA
230
IFP Advisors
Florida
$2.13K -$443 -5 -17%
KFI
231
Key Financial Inc
Pennsylvania
$1.77K – – –
CAS
232
Coppell Advisory Solutions
Texas
$1.32K +$1.32K +15 New
CFD
233
Creative Financial Designs
Indiana
$1.06K -$17.7K -200 -94%
William Blair & Company
234
William Blair & Company
Illinois
$811 – – –
AWM
235
Avior Wealth Management
Nebraska
$354 – – –
LC
236
Lindbrook Capital
California
$89 – – –
CWM
237
Castle Wealth Management
Florida
– -$1.95M -23,316 Closed
MHS
238
M Holdings Securities
Oregon
– -$1.82M -21,792 Closed
WEG
239
World Equity Group
Illinois
– -$308K -19,256 Closed
MCWS
240
McKinley Carter Wealth Services
West Virginia
– -$1.6M -19,111 Closed
FTUS
241
Flow Traders U.S.
New York
– -$827K -9,885 Closed
Marshall Wace
242
Marshall Wace
United Kingdom
– -$482K -5,764 Closed
WMR
243
Wealth Management Resources
Rhode Island
– -$301K -4,475 Closed
FIA
244
Foundations Investment Advisors
Arizona
– -$291K -3,485 Closed
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
– -$280K -3,354 Closed
TRCT
246
Tower Research Capital (TRC)
New York
– -$252K -3,012 Closed
BAM
247
Belpointe Asset Management
Nevada
– -$249K -2,976 Closed
AWM
248
Accel Wealth Management
Iowa
– -$184K -2,202 Closed
ASN
249
Advisory Services Network
Georgia
– -$153K -1,835 Closed
CF
250
Centaurus Financial
California
– -$120K -1,436 Closed
7 8 9
10
11