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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$2.11M +$117K +1,320 +6%
SB
52
Strategic Blueprint
Georgia
$1.99M +$405K +4,578 +26%
SFPG
53
Stonebridge Financial Planning Group
Florida
$1.96M -$43.8K -494 -2%
BA
54
Bridge Advisory
California
$1.89M -$8.06K -91 -0.4%
NA
55
NewEdge Advisors
Louisiana
$1.82M +$138K +1,562 +8%
DIP
56
Davis Investment Partners
North Carolina
$1.75M +$109K +1,195 +7%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.71M -$141K -1,587 -8%
AMCA
58
Arthur M. Cohen & Associates
Illinois
$1.66M +$124K +1,403 +8%
SEA
59
Stegent Equity Advisors
Texas
$1.62M -$294K -3,317 -15%
AWA
60
Acorn Wealth Advisors
Michigan
$1.59M +$24.1K +272 +2%
IFA
61
Interactive Financial Advisors
Illinois
$1.57M -$84.7K -956 -5%
Jane Street
62
Jane Street
New York
$1.54M +$325K +3,669 +27%
DADC
63
D.A. Davidson & Co
Montana
$1.53M -$6.29K -71 -0.4%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$1.49M +$82.9K +937 +6%
SWA
65
SFMG Wealth Advisors
Texas
$1.44M +$56.2K +634 +4%
PCIA
66
Prime Capital Investment Advisors
Kansas
$1.42M +$1.42M +15,994 New
Citigroup
67
Citigroup
New York
$1.41M -$369K -4,168 -21%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$1.39M +$22K +248 +2%
FHA
69
Flagship Harbor Advisors
Massachusetts
$1.39M -$34.9K -394 -2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$122K +1,374 +10%
MC
71
Moors & Cabot
Massachusetts
$1.35M +$32.3K +365 +2%
KPWS
72
Kestra Private Wealth Services
Texas
$1.34M +$23.6K +266 +2%
KNW
73
Kesler Norman & Wride
Utah
$1.33M -$17.8K -201 -1%
FEG
74
Financial Enhancement Group
Indiana
$1.32M +$62.7K +692 +5%
AWS
75
Atria Wealth Solutions
New York
$1.3M +$87.8K +991 +7%
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