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First Trust Water ETF
FIW

Overview Fund Activity

225 hedge funds and large institutions have $632M invested in First Trust Water ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-11
Holders Change %
-4.66%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
35
Increased
92
Reduced
52
Closed
41
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
+$127K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$18.4M
2
LPL Financial
LPL Financial
California
+$5.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.39M
4
OMC
Old Mission Capital
Illinois
+$2.7M
5
AAS
Avantax Advisory Services
Texas
+$2.53M

Top Sellers

1
GM
Granger Management
New York
-$13.4M
2
PS
Portfolio Strategies
New York
-$11.6M
3
DADC
D.A. Davidson & Co
Montana
-$11.3M
4
AWM
AE Wealth Management
Kansas
-$6.7M
5
FS
Ferguson Shapiro
Georgia
-$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$335K +$335K +3,801 New
SF
127
Synovus Financial
Georgia
$332K +$332K +3,929 New
MIH
128
Meitav Investment House
Israel
$320K – – –
PWA
129
PCG Wealth Advisors
Kansas
$318K -$17.5K -208 -5%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$312K – – –
WFA
131
WMG Financial Advisors
Tennessee
$271K +$89.2K +1,058 +49%
PGAM
132
Princeton Global Asset Management
New Jersey
$264K +$10.4K +123 +4%
SG
133
StoneX Group
New York
$263K +$7.92K +94 +3%
F
134
F3Logic
Minnesota
$262K +$262K +3,157 New
PSF
135
Pacific Sun Financial
California
$255K +$2.53K +30 +1%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$250K +$2.53K +30 +1%
PFS
137
Prospera Financial Services
Texas
$250K +$250K +2,961 New
GRP
138
Global Retirement Partners
California
$248K +$248K +3,312 New
CFG
139
Cooper Financial Group
California
$247K +$50.1K +595 +25%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$246K – – –
MCC
141
Money Concepts Capital
Florida
$246K +$246K +2,917 New
ECA
142
Elevated Capital Advisors
Utah
$238K +$238K +2,829 New
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$236K -$24.7K -293 -9%
WMR
144
Wealth Management Resources
Rhode Island
$236K +$337 +4 +0.1%
BAM
145
Belpointe Asset Management
Nevada
$236K +$16.1K +191 +7%
RFM
146
Royal Fund Management
Florida
$236K +$236K +2,805 New
WA
147
WESPAC Advisors
California
$232K – – –
WCFA
148
Walkner Condon Financial Advisors
Wisconsin
$226K +$226K +2,684 New
CAM
149
Cozad Asset Management
Illinois
$219K +$42.4K +503 +24%
MAC
150
Mason & Associates (California)
California
$218K +$1.26K +15 +0.6%
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