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First Trust Water ETF
FIW

Overview Fund Activity

76 hedge funds and large institutions have $125M invested in First Trust Water ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
15
Closed
7
Calls
$269K
Puts
$933K
Net Calls
-$664K
Net Calls Change
+$515K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$9.01M
2
FA
Forefront Analytics
Pennsylvania
+$4.77M
3
SB
Suntrust Banks
Georgia
+$1.27M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
RJA
Raymond James & Associates
Florida
+$921K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.74M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$567K
3
AI
Atria Investments
North Carolina
-$531K
4
PAG
Private Advisor Group
New Jersey
-$203K
5
MCM
Murphy Capital Management
New Jersey
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$44K – – –
APA
52
American Portfolios Advisors
New York
$38K -$12K -250 -24%
WT
53
Whittier Trust
California
$33K – – –
MIFH
54
Migdal Insurance & Financial Holdings
Israel
$26K – – –
GRP
55
Global Retirement Partners
California
$26K +$7.11K +145 +38%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$24K – – –
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K – – –
BRC
58
Bell Rock Capital
Delaware
$19K – – –
WWM
59
Wagner Wealth Management
South Carolina
$16K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$16K +$48 +1 +0.3%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
HNB
62
Huntington National Bank
Ohio
$14K -$14K – –
BC
63
Bartlett & Co
Ohio
$14K – – –
GWM
64
Geneos Wealth Management
Colorado
$12K – – –
Deutsche Bank
65
Deutsche Bank
Germany
$11K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$11K – – –
AA
67
AlphaMark Advisors
Kentucky
$10K – – –
TIM
68
Tortoise Investment Management
New York
$10K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +187 New
QCIG
70
Quad-Cities Investment Group
Iowa
$7K +$7K +145 New
SPIA
71
Steward Partners Investment Advisory
New York
$7K +$7K +151 New
PCG
72
Private Capital Group
Connecticut
$5K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +96 New
CF
74
Centaurus Financial
California
$5K +$5K +100 New
AWM
75
AllSquare Wealth Management
New York
$2K – – –
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3
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