FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$2.15M -$28.1K -340 -1%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$2.14M -$690K -8,334 -24%
SIM
53
Seaview Investment Managers
Florida
$1.96M +$1.96M +23,645 New
SWA
54
Stratos Wealth Advisors
Ohio
$1.94M -$28.9K -349 -1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$659K +7,963 +52%
SB
56
Strategic Blueprint
Georgia
$1.92M +$65.8K +795 +4%
NA
57
NewEdge Advisors
Louisiana
$1.85M +$144K +1,745 +8%
MHS
58
M Holdings Securities
Oregon
$1.83M +$1.83M +22,087 New
SFPG
59
Stonebridge Financial Planning Group
Florida
$1.76M -$71.2K -860 -4%
BA
60
Bridge Advisory
California
$1.76M -$6.29K -76 -0.4%
CA
61
Cetera Advisors
Colorado
$1.74M +$587K +7,088 +51%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.69M +$93K +1,124 +6%
DIP
63
Davis Investment Partners
North Carolina
$1.66M +$91.2K +1,119 +6%
AMCA
64
Arthur M. Cohen & Associates
Illinois
$1.66M +$108K +1,300 +7%
Comerica Bank
65
Comerica Bank
Texas
$1.62M +$1.62M +19,570 New
Jane Street
66
Jane Street
New York
$1.57M +$135K +1,637 +9%
IFA
67
Interactive Financial Advisors
Illinois
$1.5M +$33.6K +406 +2%
AWA
68
Acorn Wealth Advisors
Michigan
$1.45M -$35.6K -430 -2%
SWA
69
SFMG Wealth Advisors
Texas
$1.42M +$77.6K +938 +6%
PCIA
70
Prime Capital Investment Advisors
Kansas
$1.39M +$62.4K +754 +5%
MC
71
Moors & Cabot
Massachusetts
$1.35M +$85.4K +1,032 +7%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$1.35M -$6.62K -82 -0.5%
DADC
73
D.A. Davidson & Co
Montana
$1.32M -$106K -1,279 -7%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$1.31M +$10.2K +123 +0.8%
KNW
75
Kesler Norman & Wride
Utah
$1.23M -$18.5K -223 -1%
1 2
3
4 5