FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

140 hedge funds and large institutions have $368M invested in First Trust Water ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
58
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.73M
2
GM
Granger Management
New York
+$6.71M
3
Bank of America
Bank of America
North Carolina
+$5.75M
4
AWM
AE Wealth Management
Kansas
+$4.78M
5
Stifel Financial
Stifel Financial
Missouri
+$3.06M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$8.14M
2
Wells Fargo
Wells Fargo
California
-$3.73M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.74M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$360K – – –
CA
77
Calton & Associates
Florida
$359K +$359K +4,585 New
PPW
78
Parcion Private Wealth
Washington
$352K – – –
AWA
79
Arkadios Wealth Advisors
Georgia
$340K +$81.7K +1,045 +32%
RZH
80
Relyea Zuckerberg Hanson
Connecticut
$339K +$339K +4,107 New
Creative Planning
81
Creative Planning
Kansas
$329K +$329K +4,204 New
TRCT
82
Tower Research Capital (TRC)
New York
$312K +$132K +1,692 +74%
CAS
83
Cascadia Advisory Services
Oregon
$294K +$294K +3,760 New
GRP
84
Global Retirement Partners
California
$260K +$3.99K +51 +2%
MCM
85
Murphy Capital Management
New Jersey
$254K – – –
LNWWM
86
Laird Norton Wetherby Wealth Management
California
$235K – – –
UR
87
USCA RIA
Texas
$235K – – –
SCA
88
Snowden Capital Advisors
New York
$231K +$231K +2,952 New
PGAM
89
Princeton Global Asset Management
New Jersey
$228K +$392 +5 +0.2%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$219K +$219K +2,795 New
SG
91
StoneX Group
New York
$212K +$212K +2,710 New
BAM
92
Belpointe Asset Management
Nevada
$210K +$34.8K +445 +20%
KPWS
93
Kestra Private Wealth Services
Texas
$207K -$92.6K -1,186 -31%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$204K +$16.8K +215 +9%
AWM
95
Accel Wealth Management
Iowa
$140K -$3.75K -48 -3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$115K – – –
APA
97
American Portfolios Advisors
New York
$113K +$15.6K +200 +16%
CFGS
98
Concourse Financial Group Securities
Alabama
$88K +$15.7K +200 +22%
SWM
99
Spire Wealth Management
Virginia
$88K +$88K +1,520 New
WT
100
Whittier Trust
California
$81K – – –
2 3
4
5 6