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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$496K -$138K -1,557 -22%
WE
127
Wealth Effects
Massachusetts
$495K +$89 +1 +0%
AR
128
Apeiron RIA
Texas
$488K +$68.6K +774 +16%
Two Sigma Investments
129
Two Sigma Investments
New York
$487K +$487K +5,500 New
PPWM
130
Paragon Private Wealth Management
Kentucky
$462K -$40.7K -459 -8%
OWA
131
Outlook Wealth Advisors
Texas
$454K +$43.7K +493 +11%
GRP
132
Global Retirement Partners
California
$450K +$9.74K +110 +2%
PI
133
PFG Investments
New York
$443K +$21.5K +243 +5%
AAS
134
Ameritas Advisory Services
Nebraska
$441K -$446K -5,150 -50%
Creative Planning
135
Creative Planning
Kansas
$430K +$47.5K +536 +12%
NRI
136
NFP Retirement Inc
California
$421K +$421K +4,756 New
AFS
137
AFG Fiduciary Services
Massachusetts
$420K +$62.1K +696 +17%
WCFA
138
Walkner Condon Financial Advisors
Wisconsin
$384K +$41.6K +470 +12%
EH
139
Equitable Holdings
New York
$377K +$75.3K +850 +25%
OPS
140
Orion Portfolio Solutions
Nebraska
$363K +$102K +1,147 +39%
BCI
141
Brinker Capital Investments
Pennsylvania
$363K +$102K +1,147 +39%
TA
142
TruWealth Advisors
Louisiana
$361K +$11.1K +125 +3%
SWM
143
Selective Wealth Management
Virginia
$346K +$346K +3,942 New
NFG
144
Nations Financial Group
Iowa
$338K – – –
MIH
145
Meitav Investment House
Israel
$337K – – –
TWM
146
Tradition Wealth Management
Minnesota
$336K +$24.7K +279 +8%
WS
147
Wedbush Securities
California
$325K +$53.3K +603 +20%
JCM
148
Jacobi Capital Management
Pennsylvania
$316K -$44.6K -504 -12%
AWM
149
Aprio Wealth Management
Georgia
$298K +$12.7K +143 +4%
Prudential Financial
150
Prudential Financial
New Jersey
$298K -$80.5K -909 -21%
4 5
6
7 8