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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 %
Citadel Advisors
101
Citadel Advisors
Florida
$880K +$880K +9,933 New
GW
102
GW & Wade
Massachusetts
$876K +$73.5K +830 +9%
KDA
103
Kraft Davis & Associates
Missouri
$873K +$873K +9,728 New
PA
104
PFG Advisors
Arizona
$855K +$68.1K +769 +9%
MIM
105
MTM Investment Management
South Carolina
$849K – – –
ES
106
Eagle Strategies
New York
$807K -$21.3K -240 -3%
NRW
107
Nova R Wealth
Kansas
$721K +$974 +11 +0.1%
CA
108
CoreCap Advisors
Michigan
$688K +$688K +7,769 New
PAG
109
Private Advisory Group
Washington
$685K +$685K +7,735 New
SF
110
Summit Financial
New Jersey
$653K +$709 +8 +0.1%
WWM
111
Western Wealth Management
Colorado
$622K -$92.6K -1,045 -13%
AWA
112
Arkadios Wealth Advisors
Georgia
$619K +$1.15K +13 +0.2%
HI
113
Harbour Investments
Wisconsin
$598K -$886 -10 -0.1%
FT
114
Fiduciary Trust
Massachusetts
$596K +$4.61K +52 +0.8%
FA
115
Flagstar Advisors
New York
$592K -$91.3K -1,031 -13%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$578K +$578K +6,529 New
TLP
117
Trinity Legacy Partners
Texas
$567K +$31.8K +359 +6%
AFP
118
Ausdal Financial Partners
Iowa
$546K +$137K +1,546 +33%
PFS
119
Prospera Financial Services
Texas
$545K +$30.3K +341 +6%
LS
120
Leelyn Smith
Illinois
$536K +$536K +6,054 New
DC
121
Davenport & Co
Virginia
$525K +$525K +5,931 New
RZH
122
Relyea Zuckerberg Hanson
Connecticut
$523K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$518K – – –
SF
124
Synovus Financial
Georgia
$510K -$4.16K -47 -0.8%
WSFS
125
Wilmington Savings Fund Society
Delaware
$502K +$27.7K +313 +6%
3 4
5
6 7