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First Trust Water ETF
FIW

Overview Fund Activity

109 hedge funds and large institutions have $200M invested in First Trust Water ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
38
Reduced
29
Closed
15
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$517K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.41M
2
MFM
MD Financial Management
Ontario, Canada
+$4.12M
3
BHB
Bank Hapoalim BM
Israel
+$4.11M
4
PA
Prism Advisors
California
+$3.44M
5
Morgan Stanley
Morgan Stanley
New York
+$2.75M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$7.13M
2
BCM
Beck Capital Management
Texas
-$3.6M
3
Wells Fargo
Wells Fargo
California
-$2.62M
4
Ameriprise
Ameriprise
Minnesota
-$2M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
101
Kelly Financial Services
Massachusetts
$4.78K – – –
AIS
102
Accurate Investment Solutions
Pennsylvania
$4K +$4K +84 New
CFB
103
Cullen/Frost Bankers
Texas
$3K – – –
CAN
104
Claraphi Advisory Network
United States
$3K +$3K +70 New
CFA
105
Carroll Financial Associates
North Carolina
$2K – – –
AWM
106
AllSquare Wealth Management
New York
$2K – – –
DWM
107
Darwin Wealth Management
Florida
$2K +$2K +49 New
JWM
108
Janiczek Wealth Management
Colorado
$1K – – –
KFI
109
Key Financial Inc
Pennsylvania
$1K +$1K +20 New
BHWA
110
Beacon Harbor Wealth Advisors
Virginia
– -$7.13M -118,890 Closed
BCM
111
Beck Capital Management
Texas
– -$3.6M -60,074 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$1.73M -28,788 Closed
Bank of New York Mellon
113
Bank of New York Mellon
New York
– -$360K -6,000 Closed
KC
114
Kingfisher Capital
North Carolina
– -$360K -6,000 Closed
NA
115
NewEdge Advisors
Louisiana
– -$247K -4,124 Closed
PSF
116
Pacific Sun Financial
California
– -$221K -3,690 Closed
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
– -$205K -3,421 Closed
WQ
118
Wealth Quarterback
New Jersey
– -$50 -2,196 Closed
BRC
119
Bell Rock Capital
Delaware
– -$92K -1,577 Closed
KPCM
120
Kings Point Capital Management
New York
– -$76K -1,268 Closed
Deutsche Bank
121
Deutsche Bank
Germany
– -$14K -236 Closed
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
– -$6K -100 Closed
PA
123
PSI Advisors
Florida
– -$5K -97 Closed
TWA
124
TCI Wealth Advisors
Arizona
– -$4K -60 Closed
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