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First Trust Water ETF
FIW

Overview Fund Activity

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
-$51K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$103M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.43M
3
Stifel Financial
Stifel Financial
Missouri
+$6.74M
4
Wells Fargo
Wells Fargo
California
+$6.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.81M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$7.99M
2
Goldman Sachs
Goldman Sachs
New York
-$4.67M
3
MD
Money Design
Japan
-$3.22M
4
LPL Financial
LPL Financial
California
-$3.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
76
WMG Financial Advisors
Tennessee
$1.31M +$82.6K +871 +7%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$1.31M -$1.4M -14,775 -52%
NP
78
Nilsine Partners
Colorado
$1.28M +$5.5K +58 +0.4%
CCB
79
Cutter & Co Brokerage
Missouri
$1.25M +$29.6K +312 +2%
BA
80
Bridge Advisory
California
$1.22M -$798K -8,414 -40%
AWS
81
Atria Wealth Solutions
New York
$1.21M -$1.61K -17 -0.1%
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$1.18M -$18.1K -191 -2%
TAM
83
Tocqueville Asset Management
New York
$1.17M +$15.2K +160 +1%
CAN
84
Cetera Advisor Networks
California
$1.16M -$37.5K -396 -3%
CA
85
Cetera Advisors
Colorado
$1.13M -$861K -9,078 -43%
Goldman Sachs
86
Goldman Sachs
New York
$1.12M -$4.67M -49,256 -81%
GW
87
GW & Wade
Massachusetts
$1.1M +$45K +475 +4%
CA
88
Corrado Advisors
New Jersey
$1.07M +$13.1K +138 +1%
SWP
89
Stratos Wealth Partners
Ohio
$1.07M +$948 +10 +0.1%
VCM
90
Virtue Capital Management
Tennessee
$1.03M +$366 +4 +0%
GM
91
Granger Management
New York
$1.01M – – –
ES
92
Eagle Strategies
New York
$1.01M -$3.41K -36 -0.3%
CBFP
93
Cedar Brook Financial Partners
Ohio
$974K -$370 -4 -0%
BRWA
94
B. Riley Wealth Advisors
Florida
$966K -$78.9K -832 -8%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$955K -$92.9K -980 -9%
OIM
96
Oder Investment Management
California
$936K -$122K -1,289 -12%
PA
97
PFG Advisors
Arizona
$923K -$4.27K -45 -0.5%
MIM
98
MTM Investment Management
South Carolina
$908K – – –
AFG
99
Atomi Financial Group
New York
$891K -$34K -359 -4%
BBL
100
Beck Bode LLC
Massachusetts
$862K -$27.2K -287 -3%
2 3
4
5 6