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First Trust Water ETF
FIW

Overview Fund Activity

166 hedge funds and large institutions have $476M invested in First Trust Water ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+26
Holders Change %
+18.57%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
79
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Portfolio Strategies
New York
+$16.5M
2
LPL Financial
LPL Financial
California
+$10.4M
3
Morgan Stanley
Morgan Stanley
New York
+$5.23M
4
RAM
Riggs Asset Management
Pennsylvania
+$4.81M
5
TRCT
Tower Research Capital (TRC)
New York
+$3.03M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$4.74M
2
SPIA
Steward Partners Investment Advisory
New York
-$1.23M
3
Millennium Management
Millennium Management
New York
-$938K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762K
5
FTS
Fifth Third Securities
Ohio
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$1.5M +$75.1K +899 +5%
MWM
52
Mascoma Wealth Management
New Hampshire
$1.4M +$522K +6,249 +59%
AWA
53
Acorn Wealth Advisors
Michigan
$1.3M +$53.7K +642 +4%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.23M +$445K +5,327 +56%
SWP
55
Stratos Wealth Partners
Ohio
$1.17M +$136K +1,630 +13%
SPC
56
Sigma Planning Corp
Michigan
$1.16M +$40.7K +487 +4%
AMCA
57
Arthur M. Cohen & Associates
Illinois
$1.16M +$199K +2,386 +21%
TAM
58
Tocqueville Asset Management
New York
$1.14M +$39.7K +475 +4%
Comerica Bank
59
Comerica Bank
Texas
$920K – – –
FEG
60
Financial Enhancement Group
Indiana
$867K +$55.5K +664 +7%
FAIM
61
Financial Advocates Investment Management
Washington
$848K +$69.3K +830 +9%
OCPWS
62
One Charles Private Wealth Services
Massachusetts
$812K +$812K +9,713 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$810K +$186K +2,233 +30%
MIM
64
MTM Investment Management
South Carolina
$809K – – –
KNW
65
Kesler Norman & Wride
Utah
$800K -$6.13K -70 -0.8%
CBFP
66
Cedar Brook Financial Partners
Ohio
$775K +$10.3K +123 +1%
CCB
67
Cutter & Co Brokerage
Missouri
$743K +$90.1K +1,079 +14%
LWAC
68
Laurel Wealth Advisors (California)
California
$740K +$30.3K +362 +4%
WWM
69
Western Wealth Management
Colorado
$726K +$283K +3,394 +64%
Citigroup
70
Citigroup
New York
$685K +$65.3K +782 +11%
GIA
71
Gladstone Institutional Advisory
Florida
$668K +$149K +1,785 +29%
CI
72
CX Institutional
Indiana
$592K +$592K +7,082 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$546K -$762K -9,121 -58%
CA
74
Calton & Associates
Florida
$535K +$150K +1,789 +39%
CWM
75
Cornerstone Wealth Management
Missouri
$508K +$59K +706 +13%
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