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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Castle Wealth Management
Florida
$1.8M +$85.9K +1,083 +5%
SFPG
52
Stonebridge Financial Planning Group
Florida
$1.8M – – –
SWA
53
Stratos Wealth Advisors
Ohio
$1.8M -$36K -454 -2%
OIM
54
Oder Investment Management
California
$1.7M -$18.7K -236 -1%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.69M +$1.69M +21,290 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.64M +$141K +1,771 +9%
AMCA
57
Arthur M. Cohen & Associates
Illinois
$1.46M -$4.37K -55 -0.3%
IFA
58
Interactive Financial Advisors
Illinois
$1.45M +$37.6K +474 +3%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$261K +3,286 +22%
AWA
60
Acorn Wealth Advisors
Michigan
$1.41M +$29.4K +370 +2%
KNW
61
Kesler Norman & Wride
Utah
$1.33M -$25.8K -325 -2%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$1.33M -$37.5K -473 -3%
SB
63
Strategic Blueprint
Georgia
$1.33M +$232K +2,926 +21%
DADC
64
D.A. Davidson & Co
Montana
$1.3M -$17.4K -219 -1%
FHA
65
Flagship Harbor Advisors
Massachusetts
$1.29M +$39.6K +499 +3%
WFA
66
WMG Financial Advisors
Tennessee
$1.23M +$3.02K +38 +0.2%
SWA
67
SFMG Wealth Advisors
Texas
$1.23M +$17.9K +225 +1%
MC
68
Moors & Cabot
Massachusetts
$1.22M -$45.3K -571 -4%
FEG
69
Financial Enhancement Group
Indiana
$1.21M -$70.6K -829 -6%
CAN
70
Claraphi Advisory Network
United States
$1.21M +$801K +10,089 +197%
Citigroup
71
Citigroup
New York
$1.18M +$31.4K +396 +3%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$1.15M +$1.15M +14,483 New
AWS
73
Atria Wealth Solutions
New York
$1.14M -$167K -2,107 -13%
KPWS
74
Kestra Private Wealth Services
Texas
$1.14M -$10K -126 -0.9%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$1.07M +$177K +2,229 +20%
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