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First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$6.54K – – –
KFI
227
Key Financial Inc
Pennsylvania
$5.79K +$4.14K +50 +250%
WWP
228
WR Wealth Planners
Missouri
$4.61K – – –
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$4.55K – – –
AWM
230
AllSquare Wealth Management
New York
$4.14K – – –
FPFS
231
First Personal Financial Services
North Carolina
$3.31K – – –
CAS
232
Coppell Advisory Solutions
Texas
$1.19K – – –
IA
233
IFP Advisors
Florida
$1.08K -$910 -11 -46%
CFD
234
Creative Financial Designs
Indiana
$993 – – –
William Blair & Company
235
William Blair & Company
Illinois
$759 – – –
AWM
236
Avior Wealth Management
Nebraska
$331 – – –
TAM
237
Tucker Asset Management
Colorado
$248 +$248 +3 New
LC
238
Lindbrook Capital
California
$83 – – –
SHFP
239
Second Half Financial Partners
Florida
– -$1.18M -13,279 Closed
LFAS
240
Level Four Advisory Services
Texas
– -$271K -3,056 Closed
MSFS
241
Main Street Financial Solutions
Pennsylvania
– -$268K -3,031 Closed
KA
242
Kovack Advisors
Florida
– -$250K -2,819 Closed
LNC
243
Lincoln National Corp
Pennsylvania
– -$241K -2,724 Closed
KC
244
Kingfisher Capital
North Carolina
– -$221K -2,500 Closed
IP
245
Ignite Planners
California
– -$207K -2,387 Closed
BOPW
246
Brandywine Oak Private Wealth
Pennsylvania
– -$209K -2,358 Closed
SPW
247
Sonoma Private Wealth
California
– -$208K -2,350 Closed
PWA
248
PCG Wealth Advisors
Kansas
– -$202K -2,280 Closed
FA
249
Fiduciary Alliance
South Carolina
– -$130K -1,472 Closed
IGWM
250
ICA Group Wealth Management
Colorado
– -$36.2K -408 Closed
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