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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$3.84M +$6.03K +76 +0.2%
RAM
27
Riggs Asset Management
Pennsylvania
$3.77M -$198K -2,489 -5%
KAS
28
Kestra Advisory Services
Texas
$3.75M +$792K +9,975 +27%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$3.61M -$146K -1,835 -4%
Mariner
30
Mariner
Kansas
$3.58M +$1.39M +17,528 +64%
WPIC
31
White Pine Investment Company
Michigan
$3.52M +$2.34M +29,483 +198%
PA
32
Prism Advisors
California
$3.4M -$35.7K -450 -1%
MFG
33
Mainsail Financial Group
Washington
$3.25M +$3.25M +40,084 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$3.22M +$70.1K +883 +2%
AAS
35
Avantax Advisory Services
Texas
$3.15M +$161K +2,024 +5%
SPC
36
Sigma Planning Corp
Michigan
$3.14M +$689K +8,676 +28%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.83M -$107K -1,344 -4%
Citadel Advisors
38
Citadel Advisors
Florida
$2.79M +$1.44M +18,193 +107%
CPIG
39
Chicago Partners Investment Group
Illinois
$2.64M +$774 +9 +0%
OC
40
Oppenheimer & Co
New York
$2.5M -$435K -5,476 -15%
RMAM
41
Raab & Moskowitz Asset Management
New Jersey
$2.46M -$8.17K -103 -0.3%
MWM
42
Mascoma Wealth Management
New Hampshire
$2.37M +$97.9K +1,234 +4%
PFM
43
Parsec Financial Management
North Carolina
$2.37M +$4.13K +52 +0.2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.18M -$6.51K -82 -0.3%
SEA
45
Stegent Equity Advisors
Texas
$1.92M +$1.92M +24,218 New
HighTower Advisors
46
HighTower Advisors
Illinois
$1.9M -$285K -3,592 -13%
LA
47
LexAurum Advisors
Kansas
$1.87M -$12K -151 -0.6%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.85M -$223K -2,771 -11%
BA
49
Bridge Advisory
California
$1.84M +$7.3K +92 +0.4%
MHS
50
M Holdings Securities
Oregon
$1.81M -$119K -1,505 -6%
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