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First Trust Water ETF

293 hedge funds and large institutions have $878M invested in First Trust Water ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
120
Reduced
82
Closed
20
Calls
$459K
Puts
$1.11M
Net Calls
-$653K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$1.05M +$714 +7 +0.1%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$719K +7,048 +228%
IAG
103
Ipsen Advisor Group
Arkansas
$1.03M +$1.03M +10,105 New
AFP
104
Ausdal Financial Partners
Iowa
$1.03M +$108K +1,062 +12%
SA
105
SFI Advisors
New Jersey
$1.03M +$1.03M +10,064 New
MWPCG
106
Measured Wealth Private Client Group
New Hampshire
$1M +$71.9K +705 +8%
CCFM
107
Clear Creek Financial Management
Washington
$985K +$2.55K +25 +0.3%
MIM
108
MTM Investment Management
South Carolina
$978K
CWM
109
Cornerstone Wealth Management
Missouri
$963K +$313K +3,064 +48%
SCM
110
Sage Capital Management
New Jersey
$962K +$5K +49 +0.5%
RBWA
111
RFG - Bristol Wealth Advisors
Massachusetts
$893K +$893K +8,749 New
IAIM
112
International Assets Investment Management
Florida
$885K +$885K +8,730 New
SF
113
Summit Financial
New Jersey
$867K -$107K -1,047 -11%
DC
114
Davenport & Co
Virginia
$861K +$38.5K +377 +5%
CA
115
CoreCap Advisors
Michigan
$827K +$59.3K +581 +8%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$816K -$875K
PPWM
117
Perissos Private Wealth Management
Oklahoma
$793K +$612 +6 +0.1%
MIM
118
Marshall Investment Management
Colorado
$784K +$784K +7,172 New
WWM
119
Western Wealth Management
Colorado
$779K -$4.59K -45 -0.6%
FL
120
FreeGulliver LLC
Louisiana
$772K +$73.8K +723 +11%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$766K -$164K -1,608 -18%
MM
122
Morangie Management
Florida
$742K +$742K +7,268 New
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$737K +$174K +1,701 +31%
PWA
124
Prairie Wealth Advisors
Nebraska
$731K -$46.9K -460 -6%
PFS
125
Prospera Financial Services
Texas
$724K -$10.1K -99 -1%