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First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
251
Migdal Insurance & Financial Holdings
Israel
$26K – – –
William Blair & Company
252
William Blair & Company
Illinois
$24.2K – – –
CIA
253
Cape Investment Advisory
Georgia
$22.4K +$109 +1 +0.5%
FRA
254
Front Row Advisors
California
$21.9K – – –
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$20.4K +$20.4K +187 New
IRC
256
Investors Research Corp
Georgia
$20.1K +$18.9K +173 +1,573%
CWM
257
Cranbrook Wealth Management
Michigan
$19.7K – – –
DCM
258
Davis Capital Management
Florida
$12.6K – – –
MA
259
Montag & Associates
Georgia
$11.8K – – –
AA
260
AlphaMark Advisors
Kentucky
$11K – – –
TCOV
261
Trust Company of Vermont
Vermont
$10.9K -$5.69K -52 -34%
CPBTD
262
Central Pacific Bank - Trust Division
Hawaii
$10.9K – – –
GI
263
GAMMA Investing
California
$10.6K +$10.6K +97 New
PP
264
PFS Partners
New Jersey
$10.4K – – –
DWM
265
Darwin Wealth Management
Florida
$9.86K +$9.86K +90 New
RWPA
266
Richard W. Paul & Associates
Michigan
$9.73K -$219 -2 -2%
AIC
267
Archer Investment Corporation
Indiana
$8.64K – – –
KFI
268
Key Financial Inc
Pennsylvania
$7.65K – – –
BC
269
Barrett & Company
Rhode Island
$7.65K +$7.65K +70 New
WWP
270
WR Wealth Planners
Missouri
$6.13K – – –
SIC
271
SJS Investment Consulting
Ohio
$6.12K +$6.12K +56 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$6.01K – – –
AWM
273
AllSquare Wealth Management
New York
$5.47K – – –
Russell Investments Group
274
Russell Investments Group
United Kingdom
$3.39K – – –
SWM
275
Spire Wealth Management
Virginia
$2.73K +$2.73K +25 New
9 10
11
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