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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$6.95M -$67.4K -674 -1%
OC
27
Oppenheimer & Co
New York
$6.86M +$67.4K +674 +1%
MFG
28
Mainsail Financial Group
Washington
$4.97M +$753K +7,531 +18%
WPIC
29
White Pine Investment Company
Michigan
$4.78M +$27.6K +276 +0.6%
FCC
30
Florin Court Capital
United Kingdom
$4.73M – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$4.55M +$208K +2,081 +5%
MD
32
Money Design
Japan
$4.24M -$1.44M -14,363 -25%
GIA
33
Gladstone Institutional Advisory
Florida
$4.19M -$113K -1,130 -3%
SEA
34
Stegent Equity Advisors
Texas
$4.14M -$43.5K -435 -1%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$4.05M -$8.21M -84,124 -67%
Mariner
36
Mariner
Kansas
$4.03M -$127K -1,270 -3%
PA
37
Prism Advisors
California
$4M -$3.8K -38 -0.1%
SPIA
38
Steward Partners Investment Advisory
New York
$4M +$118K +1,177 +3%
SPC
39
Sigma Planning Corp
Michigan
$3.77M +$56.8K +568 +2%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$3.76M +$14K +140 +0.4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.54M +$196K +1,919 +6%
RMAM
42
Raab & Moskowitz Asset Management
New Jersey
$3.32M -$38.8K -388 -1%
CPIG
43
Chicago Partners Investment Group
Illinois
$3.28M +$959 +9 +0%
IWC
44
Integrated Wealth Concepts
Massachusetts
$3.24M +$83.5K +835 +3%
LA
45
LexAurum Advisors
Kansas
$3.2M +$154K +1,536 +5%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.11M +$3.11M +31,119 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$246K +2,459 +9%
NA
48
NewEdge Advisors
Louisiana
$2.97M +$289K +2,894 +11%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$116K +1,157 +4%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.77M -$2.34M -23,412 -46%
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