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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 %
GJIA
276
Glass Jacobson Investment Advisors
Maryland
$2.3K – – –
CAS
277
Coppell Advisory Solutions
Texas
$1.64K – – –
S
278
SignatureFD
Georgia
$1.2K – – –
TPW
279
Talon Private Wealth
Florida
$1.09K +$1.09K +10 New
AWM
280
Abound Wealth Management
Tennessee
$110 +$110 +1 New
LC
281
Lindbrook Capital
California
$109 – – –
SFC
282
Strategic Financial Concepts
Texas
– -$300 -31,968 Closed
Focus Partners Wealth
283
Focus Partners Wealth
Massachusetts
– -$1.52M -14,685 Closed
VCM
284
Virtue Capital Management
Tennessee
– -$1.18M -11,247 Closed
SG
285
StoneX Group
New York
– -$921K -9,198 Closed
OIM
286
Oder Investment Management
California
– -$864K -8,644 Closed
IAIM
287
International Assets Investment Management
Florida
– -$807K -8,071 Closed
LS
288
Leelyn Smith
Illinois
– -$481K -4,815 Closed
FFS
289
Founders Financial Securities
Maryland
– -$413K -4,134 Closed
GSEP
290
Golden State Equity Partners
California
– -$238K -2,377 Closed
SPW
291
Sonoma Private Wealth
California
– -$224K -2,241 Closed
CA
292
Calton & Associates
Florida
– -$219K -2,190 Closed
RIA
293
Realta Investment Advisors
Delaware
– -$206K -2,063 Closed
SIC
294
Salem Investment Counselors
North Carolina
– -$65K -650 Closed
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
– -$64.7K -647 Closed
ZB
296
Zions Bancorporation
Utah
– -$20K -200 Closed
SA
297
Scarborough Advisors
Maryland
– -$16.3K -163 Closed
KFS
298
Kelly Financial Services
Massachusetts
– -$10K -100 Closed
RWMG
299
Redwood Wealth Management Group
New Jersey
– -$6K -60 Closed
FCG
300
Financial Connections Group
California
– -$5K -51 Closed
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