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First Trust Water ETF
FIW

Overview Fund Activity

109 hedge funds and large institutions have $240M invested in First Trust Water ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
45
Reduced
14
Closed
4
Calls
–
Puts
$240K
Net Calls
-$240K
Net Calls Change
+$1.06M

Top Buyers

1
BCM
Beck Capital Management
Texas
+$3.6M
2
Wells Fargo
Wells Fargo
California
+$3.05M
3
BHB
Bank Hapoalim BM
Israel
+$2.4M
4
Truist Financial
Truist Financial
North Carolina
+$2.34M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.12M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$6.35M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$784K
4
UBS Group
UBS Group
Switzerland
-$681K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$418K +$30.7K +513 +8%
FAAS
52
First Allied Advisory Services
California
$416K -$80.9K -1,355 -16%
LA
53
LexAurum Advisors
Kansas
$411K – – –
CAS
54
Cascadia Advisory Services
Oregon
$402K +$402K +6,708 New
LWAC
55
Laurel Wealth Advisors (California)
California
$401K +$34.1K +569 +9%
SFPG
56
Stonebridge Financial Planning Group
Florida
$388K +$388K +6,475 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$360K – – –
KC
58
Kingfisher Capital
North Carolina
$360K +$360K +6,000 New
PWP
59
Personal Wealth Partners
Minnesota
$335K +$52.7K +880 +19%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$312K – – –
WR
61
Watson Rebecca
$289K +$289K +4,823 New
SMFS
62
Squar Milner Financial Services
California
$279K – – –
PPW
63
Parcion Private Wealth
Washington
$270K +$270K +4,500 New
WWM
64
Western Wealth Management
Colorado
$268K +$4.32K +72 +2%
TSS
65
Two Sigma Securities
New York
$267K +$267K +4,459 New
Goldman Sachs
66
Goldman Sachs
New York
$251K – – –
NA
67
NewEdge Advisors
Louisiana
$247K +$539 +9 +0.2%
PSF
68
Pacific Sun Financial
California
$221K +$2.4K +40 +1%
IA
69
IFP Advisors
Florida
$206K +$25K +413 +14%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$205K +$205K +3,421 New
AWA
71
Arkadios Wealth Advisors
Georgia
$188K +$188K +2,937 New
Citigroup
72
Citigroup
New York
$168K +$60 +1 +0%
ASN
73
Advisory Services Network
Georgia
$142K +$55.1K +922 +63%
GRP
74
Global Retirement Partners
California
$124K +$1.26K +21 +1%
APA
75
American Portfolios Advisors
New York
$108K +$27K +451 +33%
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