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First Trust Water ETF
FIW

Overview Fund Activity

99 hedge funds and large institutions have $210M invested in First Trust Water ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
30
Reduced
32
Closed
18
Calls
$224K
Puts
$442K
Net Calls
-$218K
Net Calls Change
-$495K

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$1.53M
2
LPL Financial
LPL Financial
California
+$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.16M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$826K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.07M
2
PS
Portfolio Strategies
New York
-$7.06M
3
Morgan Stanley
Morgan Stanley
New York
-$5.25M
4
Wells Fargo
Wells Fargo
California
-$3.38M
5
Stifel Financial
Stifel Financial
Missouri
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$402K +$2.06K +37 +0.5%
FAAS
52
First Allied Advisory Services
California
$385K -$3.62K -65 -0.9%
LA
53
LexAurum Advisors
Kansas
$378K – – –
CAS
54
Cascadia Advisory Services
Oregon
$359K +$359K +6,437 New
CCB
55
Cutter & Co Brokerage
Missouri
$326K +$24.7K +444 +8%
WR
56
Watson Rebecca
$325K -$40.9K -735 -11%
PWP
57
Personal Wealth Partners
Minnesota
$299K – – –
SG
58
StoneX Group
New York
$280K -$137K -2,453 -33%
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$273K +$39.4K +709 +17%
SMFS
60
Squar Milner Financial Services
California
$260K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$256K – – –
PPW
62
Parcion Private Wealth
Washington
$253K – – –
WWM
63
Western Wealth Management
Colorado
$244K -$4.73K -85 -2%
Goldman Sachs
64
Goldman Sachs
New York
$233K – – –
Citigroup
65
Citigroup
New York
$212K +$14.8K +265 +7%
PSF
66
Pacific Sun Financial
California
$208K +$208K +3,740 New
AWA
67
Arkadios Wealth Advisors
Georgia
$184K -$11.8K -207 -6%
GRP
68
Global Retirement Partners
California
$138K +$22.5K +404 +19%
PGAM
69
Princeton Global Asset Management
New Jersey
$114K +$2.67K +48 +2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$97K +$55.6K +1,001 +134%
CFGS
71
Concourse Financial Group Securities
Alabama
$80K – – –
APA
72
American Portfolios Advisors
New York
$69.4K -$2.62K -47 -4%
WT
73
Whittier Trust
California
$58K – – –
WEC
74
Winslow Evans & Crocker
Massachusetts
$56K – – –
CA
75
Clearstead Advisors
Ohio
$46K – – –
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