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First Trust Water ETF
FIW

Overview Fund Activity

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
LPL Financial
LPL Financial
California
+$1.18M
5
MD
Money Design
Japan
+$867K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.97M
3
GIA
Gladstone Institutional Advisory
Florida
-$3.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
5
Truist Financial
Truist Financial
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$387K +$127K +1,524 +49%
AFP
127
Ausdal Financial Partners
Iowa
$386K +$418 +5 +0.1%
Creative Planning
128
Creative Planning
Kansas
$362K -$44.7K -534 -11%
Prudential Financial
129
Prudential Financial
New Jersey
$358K -$172K -2,060 -33%
LNC
130
Lincoln National Corp
Pennsylvania
$356K -$14.6K -174 -4%
JCM
131
Jacobi Capital Management
Pennsylvania
$341K +$59.8K +715 +21%
AFS
132
AFG Fiduciary Services
Massachusetts
$336K – – –
TA
133
TruWealth Advisors
Louisiana
$330K +$585 +7 +0.2%
WCFA
134
Walkner Condon Financial Advisors
Wisconsin
$323K +$1.76K +21 +0.5%
NFG
135
Nations Financial Group
Iowa
$319K – – –
MIH
136
Meitav Investment House
Israel
$314K – – –
WEG
137
World Equity Group
Illinois
$308K +$308K +19,256 New
WMR
138
Wealth Management Resources
Rhode Island
$301K +$112K +1,660 +59%
TWM
139
Tradition Wealth Management
Minnesota
$294K +$97.9K +1,172 +50%
FIA
140
Foundations Investment Advisors
Arizona
$291K +$37.4K +447 +15%
EH
141
Equitable Holdings
New York
$285K -$12.8K -153 -4%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$280K -$3.17K -38 -1%
PGAM
143
Princeton Global Asset Management
New Jersey
$274K +$502 +6 +0.2%
KA
144
Kovack Advisors
Florida
$270K – – –
AWM
145
Aprio Wealth Management
Georgia
$270K +$52.5K +628 +24%
CAM
146
Cozad Asset Management
Illinois
$266K +$49.2K +588 +23%
WS
147
Wedbush Securities
California
$257K -$9.12K -109 -3%
LFAS
148
Level Four Advisory Services
Texas
$256K +$256K +3,058 New
SG
149
StoneX Group
New York
$254K +$84 +1 +0%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$254K – – –
4 5
6
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