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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.84M +$2.92M +28,239 New
SAM
52
Strategy Asset Managers
California
$2.77M +$177K +1,717 +7%
MD
53
Money Design
Japan
$2.75M -$323K -3,124 -10%
WA
54
Waverly Advisors
Alabama
$2.7M -$20.5K -198 -0.7%
Comerica Bank
55
Comerica Bank
Texas
$2.67M -$48.5K -469 -2%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.62M +$166K +1,602 +7%
SB
57
Strategic Blueprint
Georgia
$2.61M +$96.6K +935 +4%
P
58
&Partners
Tennessee
$2.56M +$591K +5,718 +29%
MHS
59
M Holdings Securities
Oregon
$2.48M +$71.3K +690 +3%
FF
60
Farrow Financial
Vermont
$2.26M +$30.2K +292 +1%
AMCA
61
Arthur M. Cohen & Associates
Illinois
$2.25M -$56.6K -548 -2%
FT
62
Fiduciary Trust
Massachusetts
$2.01M -$38.9K -376 -2%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$1.94M +$190K +1,840 +11%
ES
64
Eagle Strategies
New York
$1.93M -$1.11M -10,777 -36%
SFPG
65
Stonebridge Financial Planning Group
Florida
$1.83M +$207 +2 +0%
MC
66
Moors & Cabot
Massachusetts
$1.78M -$118K -1,137 -6%
DIP
67
Davis Investment Partners
North Carolina
$1.76M
FEG
68
Financial Enhancement Group
Indiana
$1.75M +$240K +2,326 +15%
SF
69
Summit Financial
New Jersey
$1.68M +$848K +8,208 +97%
IFA
70
Interactive Financial Advisors
Illinois
$1.66M -$49K -474 -3%
SWA
71
SFMG Wealth Advisors
Texas
$1.63M +$2.89K +28 +0.2%
DADC
72
D.A. Davidson & Co
Montana
$1.62M -$24.8K -240 -1%
PCIA
73
Prime Capital Investment Advisors
Kansas
$1.61M -$19.7K -191 -1%
CAM
74
Cozad Asset Management
Illinois
$1.61M -$24.2K -234 -1%
AWA
75
Acorn Wealth Advisors
Michigan
$1.6M -$68.6K -664 -4%

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.