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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
101
CX Institutional
Indiana
$721K -$71.9K -906 -9%
PA
102
PFG Advisors
Arizona
$712K +$33.6K +423 +5%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$700K +$52.6K +663 +8%
NA
104
NewEdge Advisors
Louisiana
$684K +$458K +7,914 +202%
GW
105
GW & Wade
Massachusetts
$663K +$663K +8,358 New
NRW
106
Nova R Wealth
Kansas
$641K -$13.5K -170 -2%
CA
107
CoreCap Advisors
Michigan
$640K -$75.5K -951 -11%
SF
108
Summit Financial
New Jersey
$633K -$67.5K -851 -10%
FA
109
Flagstar Advisors
New York
$617K +$1.03K +13 +0.2%
CA
110
Corrado Advisors
New Jersey
$585K +$21.6K +272 +4%
SCA
111
Snowden Capital Advisors
New York
$568K -$15.2K -191 -3%
AWA
112
Arkadios Wealth Advisors
Georgia
$561K +$44.2K +557 +9%
FT
113
Fiduciary Trust
Massachusetts
$560K – – –
USCWA
114
U.S. Capital Wealth Advisors
Texas
$560K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$528K -$99.4K -1,253 -16%
PPWM
116
Paragon Private Wealth Management
Kentucky
$509K -$55K -693 -10%
HI
117
Harbour Investments
Wisconsin
$503K -$922K -11,622 -65%
Prudential Financial
118
Prudential Financial
New Jersey
$503K -$276K -3,477 -35%
AAS
119
Ameritas Advisory Services
Nebraska
$475K -$46.1K -581 -9%
OLVIG
120
Oliver Lagore Vanvalin Investment Group
Michigan
$469K +$52.2K +658 +13%
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$468K – – –
TLP
122
Trinity Legacy Partners
Texas
$456K +$5.4K +68 +1%
WE
123
Wealth Effects
Massachusetts
$455K +$1.11K +14 +0.2%
SF
124
Synovus Financial
Georgia
$447K +$1.91K +24 +0.4%
PAG
125
Private Advisor Group
New Jersey
$408K -$8.11K -1,046 -2%
3 4
5
6 7