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First Trust Water ETF
FIW

Overview Fund Activity

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K

Top Buyers

1
CA
Cetera Advisors
Colorado
+$6.76M
2
LPL Financial
LPL Financial
California
+$4.13M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.62M
4
AAS
Avantax Advisory Services
Texas
+$3.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.17M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$117M
2
Wells Fargo
Wells Fargo
California
-$4.13M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.16M +$438K +4,288 +7%
KAS
27
Kestra Advisory Services
Texas
$7.03M +$327K +3,199 +5%
OC
28
Oppenheimer & Co
New York
$6.93M +$2.29M +22,408 +49%
MD
29
Money Design
Japan
$5.8M -$1.85M -18,112 -24%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5.22M -$31.8K -311 -0.6%
WPIC
31
White Pine Investment Company
Michigan
$4.86M +$84.3K +826 +2%
FCC
32
Florin Court Capital
United Kingdom
$4.83M +$1.74M +17,000 +56%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.43M +$194K +1,896 +5%
GIA
34
Gladstone Institutional Advisory
Florida
$4.39M -$187K -1,833 -4%
MFG
35
Mainsail Financial Group
Washington
$4.3M +$24.2K +237 +0.6%
SEA
36
Stegent Equity Advisors
Texas
$4.27M +$416K +4,079 +11%
Mariner
37
Mariner
Kansas
$4.24M -$257K -2,515 -6%
PA
38
Prism Advisors
California
$4.09M -$50.8K -498 -1%
SPIA
39
Steward Partners Investment Advisory
New York
$3.96M +$167K +1,635 +4%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$3.82M +$13.2K +129 +0.3%
SPC
41
Sigma Planning Corp
Michigan
$3.79M +$2.3M +22,530 +154%
RMAM
42
Raab & Moskowitz Asset Management
New Jersey
$3.43M +$30.6K +300 +0.9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$3.35M +$57.4K +561 +2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$3.22M -$25.6K -251 -0.8%
LA
45
LexAurum Advisors
Kansas
$3.11M +$202K +1,976 +7%
CPIG
46
Chicago Partners Investment Group
Illinois
$3.08M +$89.9K +898 +3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.87M +$331K +3,238 +13%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$2.78M +$55.8K +547 +2%
NA
49
NewEdge Advisors
Louisiana
$2.74M +$256K +2,503 +10%
GAA
50
Global Assets Advisory
Florida
$2.6M +$2.6M +263,380 New
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