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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$15.7K
LC
277
Lindbrook Capital
California
$15.1K +$5.17K +50 +50%
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$14K -$10.3K -100 -42%
AG
279
AmeriFlex Group
Nevada
$13.7K
GWS
280
Glassman Wealth Services
Virginia
$12.8K +$13.1K +127 New
WCM
281
Winthrop Capital Management
Indiana
$12K
William Blair & Company
282
William Blair & Company
Illinois
$11.7K -$10.9K -105 -48%
DCM
283
Davis Capital Management
Florida
$11.6K
MA
284
Montag & Associates
Georgia
$10.9K
CPBTD
285
Central Pacific Bank - Trust Division
Hawaii
$10.1K
TCOV
286
Trust Company of Vermont
Vermont
$10.1K
KWM
287
Kiker Wealth Management
Georgia
$10.1K +$10.3K +100 New
AssetMark Inc
288
AssetMark Inc
California
$8.76K -$61.9K -599 -87%
DWM
289
Darwin Wealth Management
Florida
$7.97K
AIC
290
Archer Investment Corporation
Indiana
$7.96K
HFS
291
Hughes Financial Services
Virginia
$7.67K +$7.86K +76 New
KFI
292
Key Financial Inc
Pennsylvania
$7.05K
SIC
293
SJS Investment Consulting
Ohio
$5.64K
RWPA
294
Richard W. Paul & Associates
Michigan
$5.54K -$2.17K -21 -28%
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$5.54K
AWM
296
AllSquare Wealth Management
New York
$5.04K
GJIA
297
Glass Jacobson Investment Advisors
Maryland
$2.14K
S
298
SignatureFD
Georgia
$1.51K
IAA
299
Independent Advisor Alliance
North Carolina
-$2.44M -23,911 Closed
MM
300
Morangie Management
Florida
-$742K -7,268 Closed

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.