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First Trust Water ETF
FIW

Overview Fund Activity

99 hedge funds and large institutions have $210M invested in First Trust Water ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
30
Reduced
32
Closed
18
Calls
$224K
Puts
$442K
Net Calls
-$218K
Net Calls Change
-$495K

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$1.53M
2
LPL Financial
LPL Financial
California
+$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.16M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$826K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.07M
2
PS
Portfolio Strategies
New York
-$7.06M
3
Morgan Stanley
Morgan Stanley
New York
-$5.25M
4
Wells Fargo
Wells Fargo
California
-$3.38M
5
Stifel Financial
Stifel Financial
Missouri
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
76
Financial Perspectives
Minnesota
$41K +$56 +1 +0.1%
WTC
77
WhitTier Trust Company
Nevada
$38K – – –
CAN
78
Cetera Advisor Networks
California
$35K +$35K +620 New
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
GWM
81
Geneos Wealth Management
Colorado
$23K – – –
HF
82
Halpern Financial
Virginia
$22.8K – – –
PWP
83
Principle Wealth Partners
Connecticut
$22K +$22K +400 New
FHA
84
Flagship Harbor Advisors
Massachusetts
$21K – – –
HI
85
Hudock Inc
Pennsylvania
$21K +$55 +1 +0.3%
BC
86
Bartlett & Co
Ohio
$17K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$16.7K – – –
AIC
88
Archer Investment Corporation
Indiana
$12.5K – – –
TIM
89
Tortoise Investment Management
New York
$11K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +201 New
AF
91
Advisornet Financial
Minnesota
$8K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$8K +$8K +140 New
AA
93
AlphaMark Advisors
Kentucky
$6K -$1.5K -25 -20%
KFS
94
Kelly Financial Services
Massachusetts
$5.57K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$5K -$5K -90 -50%
CFB
96
Cullen/Frost Bankers
Texas
$3K – – –
AWM
97
AllSquare Wealth Management
New York
$3K – – –
CFA
98
Carroll Financial Associates
North Carolina
$2K – – –
JWM
99
Janiczek Wealth Management
Colorado
$1K – – –
WKWM
100
Walter & Keenan Wealth Management
Indiana
– -$433K -9,740 Closed
1 2 3
4
5