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First Trust Water ETF
FIW

Overview Fund Activity

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
LPL Financial
LPL Financial
California
+$1.18M
5
MD
Money Design
Japan
+$867K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.97M
3
GIA
Gladstone Institutional Advisory
Florida
-$3.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
5
Truist Financial
Truist Financial
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
26
White Pine Investment Company
Michigan
$3.77M +$64.6K +772 +2%
Mariner
27
Mariner
Kansas
$3.73M -$40.9K -489 -1%
RAM
28
Riggs Asset Management
Pennsylvania
$3.71M -$265K -3,170 -7%
PA
29
Prism Advisors
California
$3.59M – – –
AAS
30
Avantax Advisory Services
Texas
$3.42M +$95.5K +1,142 +3%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$3.29M -$104K -1,246 -3%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$3.29M -$519K -6,200 -14%
MFG
33
Mainsail Financial Group
Washington
$3.19M -$149K -1,786 -4%
SPC
34
Sigma Planning Corp
Michigan
$3.11M -$195K -2,334 -6%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.95M -$31.3K -374 -1%
RMAM
36
Raab & Moskowitz Asset Management
New Jersey
$2.65M +$64K +765 +2%
OC
37
Oppenheimer & Co
New York
$2.64M -$1.92K -23 -0.1%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.55M +$332 +4 +0%
MWM
39
Mascoma Wealth Management
New Hampshire
$2.48M +$22.2K +271 +0.9%
PFM
40
Parsec Financial Management
North Carolina
$2.47M -$28.5K -341 -1%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.42M +$466K +5,500 +24%
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.26M -$37K -443 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.17M +$178K +2,128 +9%
LA
44
LexAurum Advisors
Kansas
$1.96M -$5.19K -62 -0.3%
CWM
45
Castle Wealth Management
Florida
$1.95M +$52.3K +625 +3%
SFPG
46
Stonebridge Financial Planning Group
Florida
$1.89M -$2.43K -29 -0.1%
SWA
47
Stratos Wealth Advisors
Ohio
$1.88M -$10.3K -123 -0.5%
MHS
48
M Holdings Securities
Oregon
$1.82M -$80.9K -967 -4%
SEA
49
Stegent Equity Advisors
Texas
$1.81M -$218K -2,612 -11%
BA
50
Bridge Advisory
California
$1.79M -$147K -1,756 -8%
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