FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$544K -$342K -4,129 -39%
WSFS
127
Wilmington Savings Fund Society
Delaware
$531K +$62K +749 +13%
PFS
128
Prospera Financial Services
Texas
$524K +$15.4K +186 +3%
LS
129
Leelyn Smith
Illinois
$513K +$12.4K +150 +2%
DC
130
Davenport & Co
Virginia
$489K -$1.99K -24 -0.4%
RZH
131
Relyea Zuckerberg Hanson
Connecticut
$488K – – –
AR
132
Apeiron RIA
Texas
$484K +$28.1K +340 +6%
SF
133
Synovus Financial
Georgia
$479K +$2.9K +35 +0.6%
WE
134
Wealth Effects
Massachusetts
$479K +$16.6K +201 +4%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$467K -$16.6K -200 -3%
PAG
136
Private Advisory Group
Washington
$462K -$179K -2,158 -28%
FHC
137
First Heartland Consultants
Missouri
$451K -$392K -4,735 -46%
OWA
138
Outlook Wealth Advisors
Texas
$437K +$12.9K +156 +3%
PPWM
139
Paragon Private Wealth Management
Kentucky
$420K -$11.8K -142 -3%
GRP
140
Global Retirement Partners
California
$420K +$4.17K +51 +1%
Creative Planning
141
Creative Planning
Kansas
$417K +$15K +181 +4%
PI
142
PFG Investments
New York
$410K -$4.06K -49 -1%
NS
143
NBC Securities
Alabama
$407K +$407K +4,921 New
EH
144
Equitable Holdings
New York
$400K +$47.8K +578 +14%
TLP
145
Trinity Legacy Partners
Texas
$387K -$142K -1,719 -27%
NRI
146
NFP Retirement Inc
California
$386K -$7.45K -90 -2%
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$373K +$13.3K +161 +4%
SCA
148
Snowden Capital Advisors
New York
$367K -$96.5K -1,166 -21%
AGWCA
149
Annis Gardner Whiting Capital Advisors
Florida
$364K +$364K +4,398 New
SWM
150
Selective Wealth Management
Virginia
$347K +$24.9K +305 +8%
4 5
6
7 8