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First Trust Water ETF
FIW

Overview Fund Activity

124 hedge funds and large institutions have $316M invested in First Trust Water ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
49
Reduced
25
Closed
7
Calls
$216K
Puts
$469K
Net Calls
-$253K
Net Calls Change
+$19K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.34M
2
UBS Group
UBS Group
Switzerland
+$4.14M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.83M
4
LPL Financial
LPL Financial
California
+$1.48M
5
NFG
Next Financial Group
Texas
+$1.33M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$4.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.6M
3
MFM
MD Financial Management
Ontario, Canada
-$989K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$853K
5
SWP
Stratos Wealth Partners
Ohio
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$238K +$4.82K +67 +2%
GRP
77
Global Retirement Partners
California
$236K +$13.2K +183 +6%
MCM
78
Murphy Capital Management
New Jersey
$234K +$234K +3,250 New
SS
79
Simplicity Solutions
Minnesota
$223K +$223K +3,097 New
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$216K +$216K +3,000 New
UR
81
USCA RIA
Texas
$216K +$216K +3,000 New
PGAM
82
Princeton Global Asset Management
New Jersey
$210K +$54.4K +753 +35%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$173K +$173K +2,400 New
TRCT
84
Tower Research Capital (TRC)
New York
$166K -$388K -5,380 -70%
BAM
85
Belpointe Asset Management
Nevada
$161K +$11K +153 +7%
AWM
86
Accel Wealth Management
Iowa
$133K +$133K +1,840 New
ASN
87
Advisory Services Network
Georgia
$117K +$144 +2 +0.1%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$107K -$6.4K -88 -6%
WEC
89
Winslow Evans & Crocker
Massachusetts
$94K +$36.2K +500 +63%
APA
90
American Portfolios Advisors
New York
$89.8K – – –
WT
91
Whittier Trust
California
$75K – – –
CCC
92
Crescent Capital Consulting
Louisiana
$72K +$72K +1,000 New
CFGS
93
Concourse Financial Group Securities
Alabama
$67K -$36.6K -505 -35%
CA
94
Clearstead Advisors
Ohio
$59K – – –
FP
95
Financial Perspectives
Minnesota
$53.1K – – –
WTC
96
WhitTier Trust Company
Nevada
$50K – – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K – – –
First Manhattan
98
First Manhattan
New York
$41K +$41K +575 New
HF
99
Halpern Financial
Virginia
$29.6K – – –
HI
100
Hudock Inc
Pennsylvania
$27K +$71 +1 +0.3%
2 3
4
5 6