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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sage Capital Management
New Jersey
$1.08M +$132K +1,279 +14%
AFP
102
Ausdal Financial Partners
Iowa
$1.07M +$58.7K +568 +6%
FCC
103
Florin Court Capital
United Kingdom
$1.07M +$371K +3,590 +51%
SEIA
104
Signature Estate & Investment Advisors
California
$1.04M +$5.17K +50 +0.5%
FTUS
105
Flow Traders U.S.
New York
$1.03M +$1.06M +10,269 New
HI
106
Harbour Investments
Wisconsin
$1.03M -$51.1K -494 -5%
IAIM
107
International Assets Investment Management
Florida
$986K +$109K +1,059 +12%
CCFM
108
Clear Creek Financial Management
Washington
$975K +$2.27K +22 +0.2%
MIM
109
MTM Investment Management
South Carolina
$967K
SWP
110
Stratos Wealth Partners
Ohio
$947K -$216K -2,093 -18%
RBWA
111
RFG - Bristol Wealth Advisors
Massachusetts
$936K +$56.2K +544 +6%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$922K -$266K -2,575 -22%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$904K -$121K -1,166 -11%
DC
114
Davenport & Co
Virginia
$890K +$41.2K +399 +5%
EH
115
Equitable Holdings
New York
$869K +$267K +2,584 +43%
CA
116
CoreCap Advisors
Michigan
$867K +$52.3K +506 +6%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$806K
FL
118
FreeGulliver LLC
Louisiana
$797K +$35.6K +344 +5%
TRCT
119
Tower Research Capital (TRC)
New York
$795K +$815K +7,889 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$789K +$84.5K +818 +12%
MIM
121
Marshall Investment Management
Colorado
$779K +$58.1K +562 +8%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$765K +$38.5K +373 +5%
SWA
123
Stratos Wealth Advisors
Ohio
$760K -$1.52M -14,663 -66%
PPWM
124
Perissos Private Wealth Management
Oklahoma
$757K -$25.5K -247 -3%
PTP
125
Platform Technology Partners
New York
$755K +$775K +7,500 New

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.