FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
76
WMG Financial Advisors
Tennessee
$1.27M -$386K -4,356 -23%
CA
77
Cetera Advisors
Colorado
$1.23M +$268K +3,030 +28%
TC
78
TAP Consulting
Missouri
$1.22M +$10.5K +119 +0.9%
NP
79
Nilsine Partners
Colorado
$1.18M -$68.4K -772 -5%
SHFP
80
Second Half Financial Partners
Florida
$1.18M +$1.18M +13,279 New
FCC
81
Florin Court Capital
United Kingdom
$1.17M +$717K +8,100 +159%
CCB
82
Cutter & Co Brokerage
Missouri
$1.14M -$35.8K -404 -3%
CAM
83
Cozad Asset Management
Illinois
$1.13M +$845K +9,546 +300%
OIM
84
Oder Investment Management
California
$1.12M -$27.5K -310 -2%
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$1.12M – – –
CAN
86
Cetera Advisor Networks
California
$1.09M -$19K -214 -2%
TAM
87
Tocqueville Asset Management
New York
$1.08M -$54.9K -620 -5%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.02M -$23.9K -270 -2%
FTS
89
Fifth Third Securities
Ohio
$996K -$96.7K -1,092 -9%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$993K +$108K +1,224 +12%
SWP
91
Stratos Wealth Partners
Ohio
$989K -$13.6K -153 -1%
FAIM
92
Financial Advocates Investment Management
Washington
$988K +$38K +429 +4%
VCM
93
Virtue Capital Management
Tennessee
$984K -$13.6K -155 -1%
CA
94
Corrado Advisors
New Jersey
$980K +$54.6K +616 +6%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$950K +$13.3K +150 +1%
CWM
96
Cornerstone Wealth Management
Missouri
$948K +$26K +294 +3%
GM
97
Granger Management
New York
$947K – – –
CBFP
98
Cedar Brook Financial Partners
Ohio
$933K +$5.31K +60 +0.6%
FHC
99
First Heartland Consultants
Missouri
$902K -$620 -7 -0.1%
BBL
100
Beck Bode LLC
Massachusetts
$882K -$30.2K -341 -3%
2 3
4
5 6