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First Trust Water ETF

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
Net Calls
+$388K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
WE
126
Wealth Effects
Massachusetts
$548K -$948 -10 -0.2%
MWPCG
127
Measured Wealth Private Client Group
New Hampshire
$542K +$542K +5,713 New
FHC
128
First Heartland Consultants
Missouri
$482K -$35K -369 -7%
NS
129
NBC Securities
Alabama
$481K +$15K +158 +3%
NB
130
NBT Bank
New York
$477K +$477K +5,036 New
Creative Planning
131
Creative Planning
Kansas
$474K -$3.51K -37 -0.7%
PI
132
PFG Investments
New York
$474K +$4.08K +43 +0.9%
GRP
133
Global Retirement Partners
California
$472K +$368 +4 +0.1%
OWA
134
Outlook Wealth Advisors
Texas
$459K -$41.7K -440 -8%
TLP
135
Trinity Legacy Partners
Texas
$457K +$13.5K +142 +3%
EH
136
Equitable Holdings
New York
$443K -$15.5K -163 -3%
NRI
137
NFP Retirement Inc
California
$443K +$190 +2 +0%
WCFA
138
Walkner Condon Financial Advisors
Wisconsin
$430K +$2.94K +31 +0.7%
GWP
139
Gateway Wealth Partners
Wisconsin
$422K +$126K +1,331 +43%
WS
140
Wedbush Securities
California
$420K +$23.7K +250 +6%
AGWCA
141
Annis Gardner Whiting Capital Advisors
Florida
$417K
SCA
142
Snowden Capital Advisors
New York
$415K -$5.69K -60 -1%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$413K +$151K +1,594 +58%
PPWM
144
Paragon Private Wealth Management
Kentucky
$403K -$77.7K -820 -16%
KWM
145
Kingsview Wealth Management
Oregon
$403K +$114K +1,200 +39%
C
146
CEDRUS
Colorado
$394K +$51.8K +546 +15%
GSIAS
147
Garden State Investment Advisory Services
New Jersey
$392K +$8.06K +85 +2%
SWM
148
Selective Wealth Management
Virginia
$390K +$92 +1 +0%
OPS
149
Orion Portfolio Solutions
Nebraska
$381K -$1.76K -19 -0.5%
BCI
150
Brinker Capital Investments
Pennsylvania
$381K -$1.76K -19 -0.5%