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First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$7.36M -$914K -8,352 -11%
PAG
27
Private Advisor Group
New Jersey
$7.17M -$422K -3,863 -6%
KPWS
28
Kestra Private Wealth Services
Texas
$6.73M +$6.73M +61,518 New
OC
29
Oppenheimer & Co
New York
$6.42M -$1.08M -9,857 -14%
NA
30
NewEdge Advisors
Louisiana
$6.23M +$2.98M +27,266 +92%
MML Investors Services
31
MML Investors Services
Massachusetts
$5.98M +$1M +9,185 +20%
WPIC
32
White Pine Investment Company
Michigan
$5.21M -$17.8K -163 -0.3%
FCC
33
Florin Court Capital
United Kingdom
$5.17M -$1.53K -14 -0%
MFG
34
Mainsail Financial Group
Washington
$4.63M -$746K -6,895 -14%
PA
35
Prism Advisors
California
$4.36M -$10.8K -99 -0.2%
SEA
36
Stegent Equity Advisors
Texas
$4.35M -$176K -1,610 -4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$4.33M +$550K +5,041 +15%
GIA
38
Gladstone Institutional Advisory
Florida
$4.3M -$280K -2,564 -6%
SPIA
39
Steward Partners Investment Advisory
New York
$4.23M -$145K -1,323 -3%
SPC
40
Sigma Planning Corp
Michigan
$4.21M +$86.5K +791 +2%
Mariner
41
Mariner
Kansas
$4.2M -$201K -1,839 -5%
BEI
42
Benjamin Edwards Inc
Missouri
$4.06M +$4.06M +37,150 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$4.03M -$505K -4,621 -11%
MD
44
Money Design
Japan
$3.88M -$763K -6,975 -16%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$3.77M +$747K +6,835 +25%
RMAM
46
Raab & Moskowitz Asset Management
New Jersey
$3.61M -$14.4K -132 -0.4%
LA
47
LexAurum Advisors
Kansas
$3.6M +$97.1K +888 +3%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$79.8K +730 +2%
CPIG
49
Chicago Partners Investment Group
Illinois
$3.25M -$60.4K -563 -2%
IWC
50
Integrated Wealth Concepts
Massachusetts
$3.23M -$317K -2,899 -9%
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