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First Trust Water ETF

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$642K -$78.7K -771 -11%
MWPCG
127
Measured Wealth Private Client Group
New Hampshire
$624K +$40.7K +399 +7%
RZH
128
Relyea Zuckerberg Hanson
Connecticut
$603K
WE
129
Wealth Effects
Massachusetts
$590K +$102 +1 +0%
AWM
130
AE Wealth Management
Kansas
$589K -$187K -1,835 -24%
TLP
131
Trinity Legacy Partners
Texas
$572K +$79.9K +783 +16%
AGWCA
132
Annis Gardner Whiting Capital Advisors
Florida
$554K +$105K +1,028 +23%
ASN
133
Advisory Services Network
Georgia
$542K -$174K -1,707 -24%
GRP
134
Global Retirement Partners
California
$540K +$15.2K +149 +3%
WS
135
Wedbush Securities
California
$539K +$87.2K +854 +19%
NS
136
NBC Securities
Alabama
$526K +$7.45K +73 +1%
PI
137
PFG Investments
New York
$525K +$15.1K +148 +3%
NRI
138
NFP Retirement Inc
California
$523K +$46.4K +455 +10%
Creative Planning
139
Creative Planning
Kansas
$516K +$5.62K +55 +1%
AWA
140
Arkadios Wealth Advisors
Georgia
$507K -$102K -995 -17%
NB
141
NBT Bank
New York
$486K -$27.9K -273 -5%
BFWM
142
Bright Futures Wealth Management
New York
$483K +$483K +4,816 New
KWM
143
Kingsview Wealth Management
Oregon
$477K +$42.9K +420 +10%
WCFA
144
Walkner Condon Financial Advisors
Wisconsin
$460K -$2.55K -25 -0.6%
C
145
CEDRUS
Colorado
$453K +$27.9K +273 +7%
SMC
146
Smith, Moore & Co
Missouri
$448K +$448K +4,392 New
EH
147
Equitable Holdings
New York
$444K -$32.8K -321 -7%
BMCM
148
Bryn Mawr Capital Management
Pennsylvania
$438K -$1.1M -4,214 -71%
BCI
149
Brinker Capital Investments
Pennsylvania
$437K +$16.2K +159 +4%
OPS
150
Orion Portfolio Solutions
Nebraska
$437K +$16.2K +159 +4%