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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Summit Financial
New Jersey
$958K +$6.1K +61 +0.6%
MIM
102
MTM Investment Management
South Carolina
$958K – – –
SCM
103
Sage Capital Management
New Jersey
$937K – – –
SG
104
StoneX Group
New York
$921K +$73K +729 +9%
MWPCG
105
Measured Wealth Private Client Group
New Hampshire
$905K +$294K +2,944 +48%
CA
106
CoreCap Advisors
Michigan
$899K +$41.4K +414 +5%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$893K +$16K +160 +2%
OIM
108
Oder Investment Management
California
$864K -$41.2K -412 -5%
AFP
109
Ausdal Financial Partners
Iowa
$836K +$10.7K +107 +1%
IAIM
110
International Assets Investment Management
Florida
$807K +$65.4K +654 +9%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$800K -$664K – –
DC
112
Davenport & Co
Virginia
$786K +$123K +1,227 +19%
PPWM
113
Perissos Private Wealth Management
Oklahoma
$776K +$500 +5 +0.1%
PWA
114
Prairie Wealth Advisors
Nebraska
$765K +$5.5K +55 +0.7%
WWM
115
Western Wealth Management
Colorado
$758K +$43.7K +437 +6%
WSFS
116
Wilmington Savings Fund Society
Delaware
$741K +$89.7K +897 +14%
NRW
117
Nova R Wealth
Kansas
$703K +$400 +4 +0.1%
HGERS
118
Householder Group Estate & Retirement Specialist
Arizona
$699K -$5.99K -60 -0.8%
Prudential Financial
119
Prudential Financial
New Jersey
$679K +$49.7K +497 +8%
BCM
120
Barometer Capital Management
Ontario, Canada
$660K +$660K +6,600 New
PFS
121
Prospera Financial Services
Texas
$651K -$7.52K -75 -1%
CWM
122
Cornerstone Wealth Management
Missouri
$641K -$12.3K -123 -2%
AR
123
Apeiron RIA
Texas
$637K +$2.7K +27 +0.4%
FL
124
FreeGulliver LLC
Louisiana
$634K +$223K +2,232 +54%
WS
125
Wedbush Securities
California
$613K +$85.4K +855 +16%
3 4
5
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