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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$6.02M -$690K -6,678 -10%
BEI
27
Benjamin Edwards Inc
Missouri
$5.82M +$2.02M +19,568 +51%
OC
28
Oppenheimer & Co
New York
$5.31M -$679K -6,566 -11%
AAS
29
Avantax Advisory Services
Texas
$5.25M -$3.5M -33,821 -39%
JP Morgan Chase
30
JP Morgan Chase
New York
$5.1M +$112K +1,081 +2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.08M +$2.1M +20,340 +68%
CPIG
32
Chicago Partners Investment Group
Illinois
$5.01M +$1.95M +18,894 +62%
WPIC
33
White Pine Investment Company
Michigan
$4.9M +$10.3K +100 +0.2%
MFG
34
Mainsail Financial Group
Washington
$4.72M +$257K +2,485 +6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.55M +$3.46M +33,469 +285%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$4.27M +$1.35M +13,058 +44%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$4.27M +$144K +1,397 +3%
SPC
38
Sigma Planning Corp
Michigan
$4.22M +$90.7K +878 +2%
Mariner
39
Mariner
Kansas
$4.01M +$116K +1,125 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$4M -$1.26M -12,161 -23%
PA
41
Prism Advisors
California
$3.93M -$67.1K -649 -2%
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.88M +$903K +8,739 +29%
SEA
43
Stegent Equity Advisors
Texas
$3.86M -$166K -1,602 -4%
LA
44
LexAurum Advisors
Kansas
$3.84M +$102K +989 +3%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3.76M -$50.7K -491 -1%
AFG
46
Arkansas Financial Group
Arkansas
$3.72M +$1.19M +11,511 +41%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$115K +1,113 +3%
SPIA
48
Steward Partners Investment Advisory
New York
$3.4M -$107K -1,037 -3%
RMAM
49
Raab & Moskowitz Asset Management
New Jersey
$3.29M -$20.1K -194 -0.6%
EPIME
50
Evelyn Partners Investment Management (Europe)
$3.02M -$242K -2,337 -7%

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.