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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.76M +$1.66M +16,601 +150%
AAS
52
Ameritas Advisory Services
Nebraska
$2.73M +$383K +3,829 +16%
WA
53
Waverly Advisors
Alabama
$2.59M +$59.4K +594 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.53M +$53.6K +539 +2%
MHS
55
M Holdings Securities
Oregon
$2.39M +$72K +720 +3%
Comerica Bank
56
Comerica Bank
Texas
$2.35M +$370K +3,698 +19%
AMCA
57
Arthur M. Cohen & Associates
Illinois
$2.33M +$118K +1,179 +5%
SB
58
Strategic Blueprint
Georgia
$2.31M +$7.4K +74 +0.3%
SWA
59
Stratos Wealth Advisors
Ohio
$2.24M +$39.3K +393 +2%
FF
60
Farrow Financial
Vermont
$2.21M +$55.2K +552 +3%
FT
61
Fiduciary Trust
Massachusetts
$2.1M – – –
MWM
62
Modera Wealth Management
New Jersey
$2.08M -$320K -3,199 -13%
SFPG
63
Stonebridge Financial Planning Group
Florida
$1.92M -$29.6K -296 -2%
DIP
64
Davis Investment Partners
North Carolina
$1.9M -$134K -1,303 -7%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.82M +$106K +1,059 +6%
FEG
66
Financial Enhancement Group
Indiana
$1.76M +$4.7K +44 +0.3%
MC
67
Moors & Cabot
Massachusetts
$1.74M +$66.7K +667 +4%
AWA
68
Acorn Wealth Advisors
Michigan
$1.7M -$87.5K -875 -5%
IFA
69
Interactive Financial Advisors
Illinois
$1.68M -$29K -290 -2%
SWA
70
SFMG Wealth Advisors
Texas
$1.64M -$95K -950 -5%
PCIA
71
Prime Capital Investment Advisors
Kansas
$1.63M -$95K -950 -6%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$1.53M -$20K -200 -1%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.52M +$365K +3,535 +32%
WFA
74
WMG Financial Advisors
Tennessee
$1.5M +$117K +1,166 +8%
CAM
75
Cozad Asset Management
Illinois
$1.48M +$62.1K +621 +4%
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