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First Trust Water ETF
FIW

Overview Fund Activity

55 hedge funds and large institutions have $87.1M invested in First Trust Water ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
2
Calls
–
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$366K

Top Buyers

1
CPIG
Chicago Partners Investment Group
Illinois
+$1.21M
2
Morgan Stanley
Morgan Stanley
New York
+$825K
3
SWM
Segment Wealth Management
Texas
+$645K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$612K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$533K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.06M
2
UBS Group
UBS Group
Switzerland
-$430K
3
LPL Financial
LPL Financial
California
-$104K
4
Creative Planning
Creative Planning
Kansas
-$37K
5
CWM
Cornerstone Wealth Management
Missouri
-$27.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K +$17K +376 +5%
CWM
27
Confluence Wealth Management
Oregon
$337K -$13.2K -292 -4%
KA
28
Kovack Advisors
Florida
$331K -$12.9K -284 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$327K +$5.21K +115 +2%
SPC
30
Sigma Planning Corp
Michigan
$326K -$8.29K -183 -2%
FAAS
31
First Allied Advisory Services
California
$309K +$91.3K +2,020 +42%
FEG
32
Financial Enhancement Group
Indiana
$284K +$7.45K +164 +3%
SWP
33
Stratos Wealth Partners
Ohio
$282K +$282K +6,220 New
CA
34
Cetera Advisors
Colorado
$201K +$201K +4,426 New
IA
35
IFP Advisors
Florida
$162K +$45 +1 +0%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$154K – – –
AG
37
Advisor Group
Arizona
$112K +$47.7K +1,049 +74%
Bessemer Group
38
Bessemer Group
New Jersey
$68K – – –
ASN
39
Advisory Services Network
Georgia
$65K +$91 +2 +0.1%
LYV
40
Live Your Vision
Pennsylvania
$53K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$45.3K -$22.7K -500 -33%
Citigroup
42
Citigroup
New York
$42K – – –
BF
43
BOK Financial
Oklahoma
$40K +$40K +885 New
WT
44
Whittier Trust
California
$31K – – –
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$24K +$24K +540 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$23K +$19.2K +419 +511%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$20K -$25.9K -580 -56%
HNB
48
Huntington National Bank
Ohio
$14K – – –
BC
49
Bartlett & Co
Ohio
$14K – – –
GWM
50
Geneos Wealth Management
Colorado
$12K – – –
1
2
3