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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$385K +$6.75K +85 +2%
PFS
127
Prospera Financial Services
Texas
$383K -$17.5K -220 -4%
WSFS
128
Wilmington Savings Fund Society
Delaware
$373K +$476 +6 +0.1%
AFP
129
Ausdal Financial Partners
Iowa
$366K -$26.3K -332 -7%
LNC
130
Lincoln National Corp
Pennsylvania
$352K +$87.5K +1,103 +33%
AR
131
Apeiron RIA
Texas
$343K +$952 +12 +0.3%
AFS
132
AFG Fiduciary Services
Massachusetts
$318K -$191K -2,402 -37%
TA
133
TruWealth Advisors
Louisiana
$313K +$397 +5 +0.1%
KP
134
Keel Point
Alabama
$312K +$24.5K +309 +9%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$306K +$6.67K +84 +2%
NFG
136
Nations Financial Group
Iowa
$303K +$79.4K +1,000 +35%
MIH
137
Meitav Investment House
Israel
$302K – – –
SWM
138
Selective Wealth Management
Virginia
$295K -$46.2K -561 -14%
KDA
139
Kraft Davis & Associates
Missouri
$294K +$294K +3,446 New
EH
140
Equitable Holdings
New York
$282K +$873 +11 +0.3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$269K +$20K +252 +8%
JCM
142
Jacobi Capital Management
Pennsylvania
$267K +$267K +3,359 New
PGAM
143
Princeton Global Asset Management
New Jersey
$259K +$396 +5 +0.2%
KA
144
Kovack Advisors
Florida
$257K -$14.4K -182 -5%
WS
145
Wedbush Securities
California
$252K +$9.75K +123 +4%
IP
146
Ignite Planners
California
$250K +$250K +2,991 New
F
147
F3Logic
Minnesota
$248K -$1.59K -20 -0.6%
GBS
148
Gallagher Benefit Services
Illinois
$248K +$248K +3,131 New
OWA
149
Outlook Wealth Advisors
Texas
$247K +$247K +3,107 New
BFS
150
Bickling Financial Services
Massachusetts
$246K -$74.9K -944 -23%
4 5
6
7 8