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First Trust Water ETF
FIW

Overview Fund Activity

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K

Top Buyers

1
CA
Cetera Advisors
Colorado
+$6.76M
2
LPL Financial
LPL Financial
California
+$4.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.62M
4
AAS
Avantax Advisory Services
Texas
+$3.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$117M
2
Wells Fargo
Wells Fargo
California
-$4.13M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
226
Impact Partnership Wealth
Georgia
$48.6K – – –
EA
227
Evolution Advisers
Virginia
$47K – – –
MIFH
228
Migdal Insurance & Financial Holdings
Israel
$41K -$13.7K -135 -25%
RCM
229
Raleigh Capital Management
North Carolina
$40.5K – – –
SWA
230
SOA Wealth Advisors
New York
$36.4K +$36.4K +356 New
TSWM
231
Tyler-Stone Wealth Management
Ohio
$33.7K – – –
BCWM
232
Bartlett & Co Wealth Management
Ohio
$30.6K – – –
RIL
233
Rothschild Investment LLC
Illinois
$30.6K – – –
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$29.2K – – –
IGWM
235
ICA Group Wealth Management
Colorado
$29.1K +$102 +1 +0.4%
DF
236
Dunhill Financial
United Kingdom
$26.6K -$408 -4 -2%
OA
237
Operose Advisors
Wisconsin
$25.5K – – –
GWM
238
Geneos Wealth Management
Colorado
$24.2K – – –
EL
239
EMFO LLC
Florida
$24.2K +$3.26K +32 +16%
CIA
240
Cape Investment Advisory
Georgia
$20.8K +$102 +1 +0.5%
SWM
241
Spire Wealth Management
Virginia
$19.3K – – –
CWM
242
Cranbrook Wealth Management
Michigan
$18.4K – – –
LFG
243
Larson Financial Group
Missouri
$17.4K +$102 +1 +0.6%
SA
244
Scarborough Advisors
Maryland
$16.6K -$8.88K -87 -35%
TCOV
245
Trust Company of Vermont
Vermont
$15.3K – – –
RWPA
246
Richard W. Paul & Associates
Michigan
$13.3K -$8.2K -80 -38%
DCM
247
Davis Capital Management
Florida
$11.7K – – –
MA
248
Montag & Associates
Georgia
$11K – – –
KFS
249
Kelly Financial Services
Massachusetts
$10.2K – – –
CPBTD
250
Central Pacific Bank - Trust Division
Hawaii
$10.1K +$10.1K +100 New
8 9
10
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