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First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$5.16M +$462K +5,585 +10%
Goldman Sachs
27
Goldman Sachs
New York
$5.05M +$2.84M +34,360 +129%
Citadel Advisors
28
Citadel Advisors
Florida
$4.17M +$3.34M +40,402 +407%
GIA
29
Gladstone Institutional Advisory
Florida
$3.93M +$94.1K +1,137 +2%
WPIC
30
White Pine Investment Company
Michigan
$3.86M +$43.4K +524 +1%
SPIA
31
Steward Partners Investment Advisory
New York
$3.82M +$72.6K +877 +2%
Mariner
32
Mariner
Kansas
$3.68M +$4.14K +50 +0.1%
AAS
33
Avantax Advisory Services
Texas
$3.41M -$86.3K -1,043 -2%
PA
34
Prism Advisors
California
$3.35M -$201K -2,428 -6%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$3.3M +$83 +1 +0%
MFG
36
Mainsail Financial Group
Washington
$3.23M +$127K +1,551 +4%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.18M -$28.2K -341 -0.9%
SPC
38
Sigma Planning Corp
Michigan
$3.17M +$86K +1,039 +3%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$3.06M -$112K -1,355 -4%
OC
40
Oppenheimer & Co
New York
$2.9M -$130K -1,576 -4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.82M +$74.2K +822 +3%
AWM
42
AE Wealth Management
Kansas
$2.74M -$2.16M -26,060 -44%
RMAM
43
Raab & Moskowitz Asset Management
New Jersey
$2.73M +$129K +1,555 +5%
CPIG
44
Chicago Partners Investment Group
Illinois
$2.43M -$1.27K -16 -0.1%
MWM
45
Modera Wealth Management
New Jersey
$2.37M -$59.7K -721 -2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.37M -$12.1K -146 -0.5%
LA
47
LexAurum Advisors
Kansas
$2.35M +$331K +3,996 +16%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.3M +$21.7K +262 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.24M -$67K -811 -3%
FCC
50
Florin Court Capital
United Kingdom
$2.15M +$1.06M +12,800 +97%
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