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First Trust Water ETF
FIW

Overview Fund Activity

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
-$51K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$103M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.43M
3
Stifel Financial
Stifel Financial
Missouri
+$6.74M
4
Wells Fargo
Wells Fargo
California
+$6.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.81M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$7.99M
2
Goldman Sachs
Goldman Sachs
New York
-$4.67M
3
MD
Money Design
Japan
-$3.22M
4
LPL Financial
LPL Financial
California
-$3.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$6.22M -$109K -1,149 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$4.87M +$3.81M +40,145 +356%
WPIC
28
White Pine Investment Company
Michigan
$4.43M +$13.9K +147 +0.3%
OC
29
Oppenheimer & Co
New York
$4.31M +$991K +10,459 +30%
GIA
30
Gladstone Institutional Advisory
Florida
$4.25M -$250K -2,635 -6%
Mariner
31
Mariner
Kansas
$4.18M -$40.9K -431 -1%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.94M +$297K +3,138 +8%
AAS
33
Avantax Advisory Services
Texas
$3.92M +$11.3K +119 +0.3%
PA
34
Prism Advisors
California
$3.84M +$7.68K +81 +0.2%
MFG
35
Mainsail Financial Group
Washington
$3.82M +$211K +2,316 +6%
SEA
36
Stegent Equity Advisors
Texas
$3.58M +$2.3M +24,224 +179%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$3.54M +$26.5K +280 +0.8%
SPIA
38
Steward Partners Investment Advisory
New York
$3.52M -$847K -8,936 -19%
Citadel Advisors
39
Citadel Advisors
Florida
$3.49M -$1.28M -13,485 -27%
RMAM
40
Raab & Moskowitz Asset Management
New Jersey
$3.15M +$25.6K +270 +0.8%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.07M +$86.5K +906 +3%
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.02M +$383K +4,040 +15%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.01M +$1.62M +17,066 +116%
FCC
44
Florin Court Capital
United Kingdom
$2.87M +$408K +4,300 +17%
CPIG
45
Chicago Partners Investment Group
Illinois
$2.73M -$78.6K -860 -3%
LA
46
LexAurum Advisors
Kansas
$2.7M +$7.39K +78 +0.3%
MWM
47
Modera Wealth Management
New Jersey
$2.56M -$152K -1,599 -6%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.54M -$21.7K -229 -0.8%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$2.53M +$68.3K +721 +3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.36M +$143K +1,510 +6%
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