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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
PFS Partners
New Jersey
$9.51K – – –
RWPA
252
Richard W. Paul & Associates
Michigan
$9.1K -$3.9K -39 -30%
AIC
253
Archer Investment Corporation
Indiana
$7.9K – – –
KFI
254
Key Financial Inc
Pennsylvania
$7K – – –
RWMG
255
Redwood Wealth Management Group
New Jersey
$6K +$6K +60 New
WWP
256
WR Wealth Planners
Missouri
$5.6K – – –
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$5.5K – – –
FCG
258
Financial Connections Group
California
$5K +$5K +51 New
AWM
259
AllSquare Wealth Management
New York
$5K – – –
BTI
260
Blue Trust Inc
Georgia
$4.39K – – –
Russell Investments Group
261
Russell Investments Group
United Kingdom
$3.1K – – –
Simplex Trading
262
Simplex Trading
Illinois
$3K +$3K +37 New
LWANC
263
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5K +$2.5K +25 New
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$2.1K – – –
CAS
265
Coppell Advisory Solutions
Texas
$1.5K +$1.5K +15 New
S
266
SignatureFD
Georgia
$1.1K – – –
IRC
267
Investors Research Corp
Georgia
$1.1K +$1.1K +11 New
FHC
268
First Heartland Consultants
Missouri
$1.07K +$196 +1,959 +23%
SFC
269
Strategic Financial Concepts
Texas
$300 +$300 +31,968 New
LC
270
Lindbrook Capital
California
$100 – – –
GAA
271
Global Assets Advisory
Florida
– -$2.6M -263,380 Closed
CBFP
272
Cedar Brook Financial Partners
Ohio
– -$1.07M -10,433 Closed
Citadel Advisors
273
Citadel Advisors
Florida
– -$868K -8,504 Closed
C
274
CEDRUS
Colorado
– -$453K -4,434 Closed
CW
275
CreativeOne Wealth
Kansas
– -$332K -3,255 Closed
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