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First Trust Water ETF

296 hedge funds and large institutions have $937M invested in First Trust Water ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $866M → $937M (+$71.4M)

0.35% more ownership

Funds ownership: 50.23%50.58% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 297296 (-1)

Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
120
Reduced
102
Closed
24
Calls
$508K
Puts
Net Calls
+$508K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$3.06M +$290K +2,812 +11%
EPIME
52
Evelyn Partners Investment Management (Europe)
$3.05M -$176K -1,710 -6%
SAM
53
Strategy Asset Managers
California
$3M +$34.7K +337 +1%
Comerica Bank
54
Comerica Bank
Texas
$2.93M +$70.8K +688 +3%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.84M -$2.51M -24,362 -48%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.83M +$26.4K +256 +1%
MHS
57
M Holdings Securities
Oregon
$2.77M +$113K +1,096 +4%
WA
58
Waverly Advisors
Alabama
$2.76M -$131K -1,277 -5%
MD
59
Money Design
Japan
$2.68M -$257K -2,497 -9%
FF
60
Fortitude Financial
Washington
$2.46M +$4.86M +47,223 New
PFS
61
Prospera Financial Services
Texas
$2.45M +$1.61M +15,679 +225%
FF
62
Farrow Financial
Vermont
$2.44M +$15.1K +147 +0.7%
AMCA
63
Arthur M. Cohen & Associates
Illinois
$2.41M -$5.15K -50 -0.2%
SF
64
Summit Financial
New Jersey
$2.33M +$505K +4,907 +29%
SIM
65
Stratos Investment Management
Ohio
$2.24M +$588K +5,706 +38%
GFA
66
Gallagher Fiduciary Advisors
Illinois
$2.15M +$1.72M +16,683 +518%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$2.15M +$64.5K +626 +3%
AI
68
Atria Investments
North Carolina
$2.11M +$1.72M +16,698 +579%
DIP
69
Davis Investment Partners
North Carolina
$2.09M +$98.1K +953 +5%
FT
70
Fiduciary Trust
Massachusetts
$2.02M -$128K -1,240 -6%
RBWA
71
RFG - Bristol Wealth Advisors
Massachusetts
$2.01M +$964K +9,361 +101%
FEG
72
Financial Enhancement Group
Indiana
$1.98M +$11.1K +108 +0.6%
SA
73
Sanctuary Advisors
Indiana
$1.95M +$267K +2,597 +17%
MC
74
Moors & Cabot
Massachusetts
$1.92M +$11.9K +116 +0.7%
SFPG
75
Stonebridge Financial Planning Group
Florida
$1.86M -$101K -978 -5%

FIW Hedge Fund Activity: Q2 2025 in Review

296 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2025, worth a combined $937M — up 8.3% from $866M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FIW positions and 24 closed out — a net gain of 3 holders — while 120 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.92M. The largest seller was Wells Fargo, cutting an estimated $3.4M.

  • 296 institutional investors held First Trust Water ETF (FIW) as of Q2 2025, down from 297 in Q1 2025.
  • Funds reported $937M of First Trust Water ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 27 funds opened new First Trust Water ETF positions in Q2 2025 and 24 closed out, a net change of +3 holders.
  • The largest First Trust Water ETF buyer in Q2 2025 was Morgan Stanley, an estimated $5.92M added.
  • The largest First Trust Water ETF seller in Q2 2025 was Wells Fargo, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.