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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$5.04M +$304K +3,417 +6%
GIA
27
Gladstone Institutional Advisory
Florida
$4.1M +$3.01M +34,002 +276%
WPIC
28
White Pine Investment Company
Michigan
$4.08M +$82.6K +933 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$4.01M -$123K -1,394 -3%
Mariner
30
Mariner
Kansas
$3.94M -$17.8K -201 -0.5%
PA
31
Prism Advisors
California
$3.8M – – –
AAS
32
Avantax Advisory Services
Texas
$3.75M +$129K +1,462 +4%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$3.53M +$52.1K +588 +1%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.43M +$307K +3,463 +10%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$3.4M -$85.5K -966 -2%
MFG
36
Mainsail Financial Group
Washington
$3.37M -$23K -260 -0.7%
SPC
37
Sigma Planning Corp
Michigan
$3.3M +$6.73K +76 +0.2%
OC
38
Oppenheimer & Co
New York
$3.24M +$451K +5,089 +16%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$3.03M +$1.19M +13,433 +65%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.01M +$2.75M +31,009 +1,047%
CPIG
41
Chicago Partners Investment Group
Illinois
$2.79M +$3.08K +34 +0.1%
RMAM
42
Raab & Moskowitz Asset Management
New Jersey
$2.78M -$27.2K -307 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.7M +$173K +1,957 +7%
MWM
44
Modera Wealth Management
New Jersey
$2.6M +$2.6M +29,338 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$2.54M +$1.16M +13,064 +83%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.47M +$169K +1,909 +7%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.44M +$46K +519 +2%
Goldman Sachs
48
Goldman Sachs
New York
$2.36M +$2.36M +26,693 New
MWM
49
Mascoma Wealth Management
New Hampshire
$2.36M -$346K -3,853 -13%
LA
50
LexAurum Advisors
Kansas
$2.17M +$86.4K +975 +4%
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