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First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
101
Cedar Brook Financial Partners
Ohio
$872K +$497 +6 +0.1%
AAS
102
Ameritas Advisory Services
Nebraska
$862K +$448K +5,500 +108%
PA
103
PFG Advisors
Arizona
$810K +$11.1K +134 +1%
AFG
104
Atomi Financial Group
New York
$808K +$808K +9,758 New
MIM
105
MTM Investment Management
South Carolina
$793K – – –
BBL
106
Beck Bode LLC
Massachusetts
$776K -$47.7K -577 -6%
FAIM
107
Financial Advocates Investment Management
Washington
$775K -$149K -1,795 -16%
KDA
108
Kraft Davis & Associates
Missouri
$722K -$63K -781 -8%
Prudential Financial
109
Prudential Financial
New Jersey
$713K +$434K +5,250 +156%
CFS
110
Commonwealth Financial Services
West Virginia
$709K +$709K +8,567 New
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$686K +$145K +1,757 +27%
NRW
112
Nova R Wealth
Kansas
$670K -$3.81K -46 -0.6%
AFP
113
Ausdal Financial Partners
Iowa
$663K +$153K +1,845 +30%
HGERS
114
Householder Group Estate & Retirement Specialist
Arizona
$661K +$661K +7,982 New
FA
115
Flagstar Advisors
New York
$655K +$102K +1,231 +18%
Two Sigma Investments
116
Two Sigma Investments
New York
$654K +$199K +2,400 +44%
SF
117
Summit Financial
New Jersey
$647K +$37K +447 +6%
CA
118
CoreCap Advisors
Michigan
$640K -$3.15K -38 -0.5%
FHA
119
Flagship Harbor Advisors
Massachusetts
$584K -$711K -8,587 -55%
WWM
120
Western Wealth Management
Colorado
$584K +$2.4K +29 +0.4%
AWA
121
Arkadios Wealth Advisors
Georgia
$579K +$827 +10 +0.1%
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$563K +$563K +6,800 New
FT
123
Fiduciary Trust
Massachusetts
$557K – – –
HI
124
Harbour Investments
Wisconsin
$549K -$10K -121 -2%
SG
125
StoneX Group
New York
$548K +$287K +3,467 +110%
3 4
5
6 7