FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$1.12M +$109 +1 +0%
HI
102
Harbour Investments
Wisconsin
$1.1M -$30.8K -282 -3%
CCFM
103
Clear Creek Financial Management
Washington
$1.05M -$4.05K -37 -0.4%
SF
104
Summit Financial
New Jersey
$1.04M -$4.48K -41 -0.4%
MIM
105
MTM Investment Management
South Carolina
$1.03M – – –
SCM
106
Sage Capital Management
New Jersey
$1.03M +$109 +1 +0%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$997K +$20.6K +188 +2%
MWPCG
108
Measured Wealth Private Client Group
New Hampshire
$995K +$4.7K +43 +0.5%
AFP
109
Ausdal Financial Partners
Iowa
$988K +$73.7K +674 +8%
PPWP
110
Proquility Private Wealth Partners
Nevada
$918K +$918K +8,397 New
DC
111
Davenport & Co
Virginia
$882K +$22.5K +206 +3%
Luther King Capital Management (LKCM)
112
Luther King Capital Management (LKCM)
Texas
$875K -$800K – –
PPWM
113
Perissos Private Wealth Management
Oklahoma
$848K +$328 +3 +0%
WWM
114
Western Wealth Management
Colorado
$839K +$10.4K +95 +1%
PWA
115
Prairie Wealth Advisors
Nebraska
$834K -$2.73K -25 -0.3%
CA
116
CoreCap Advisors
Michigan
$822K -$161K -1,469 -16%
PFS
117
Prospera Financial Services
Texas
$786K +$75K +684 +11%
NRW
118
Nova R Wealth
Kansas
$770K +$328 +3 +0%
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$757K -$7.32K -67 -1%
WSFS
120
Wilmington Savings Fund Society
Delaware
$750K -$60.9K -557 -8%
FL
121
FreeGulliver LLC
Louisiana
$748K +$54.7K +500 +8%
TLP
122
Trinity Legacy Partners
Texas
$735K +$76.2K +696 +12%
SMC
123
Smith, Moore & Co
Missouri
$705K +$160K +1,467 +29%
AR
124
Apeiron RIA
Texas
$705K +$7.98K +73 +1%
FHA
125
Flagship Harbor Advisors
Massachusetts
$702K +$702K +6,418 New
3 4
5
6 7