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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
126
Trinity Legacy Partners
Texas
$601K +$40.8K +408 +7%
RZH
127
Relyea Zuckerberg Hanson
Connecticut
$590K – – –
WIA
128
World Investment Advisors
California
$583K +$155K +1,551 +36%
AI
129
Atria Investments
North Carolina
$573K -$514K -5,145 -47%
Creative Planning
130
Creative Planning
Kansas
$563K +$57.4K +574 +11%
NS
131
NBC Securities
Alabama
$558K +$43.4K +435 +8%
AWM
132
AE Wealth Management
Kansas
$548K -$29.4K -294 -5%
AGWCA
133
Annis Gardner Whiting Capital Advisors
Florida
$541K -$1.3K -13 -0.2%
GRP
134
Global Retirement Partners
California
$520K -$8K -80 -2%
PI
135
PFG Investments
New York
$513K -$1.3K -13 -0.3%
NRI
136
NFP Retirement Inc
California
$513K +$600 +6 +0.1%
ASN
137
Advisory Services Network
Georgia
$511K -$19.5K -195 -4%
SMC
138
Smith, Moore & Co
Missouri
$498K +$59.2K +592 +13%
AWA
139
Arkadios Wealth Advisors
Georgia
$497K – – –
AFG
140
Atomi Financial Group
New York
$494K -$470K -4,700 -49%
EH
141
Equitable Holdings
New York
$487K +$52.1K +521 +12%
BMCM
142
Bryn Mawr Capital Management
Pennsylvania
$486K +$309K +2,944 +175%
KWM
143
Kingsview Wealth Management
Oregon
$484K +$17.6K +176 +4%
LS
144
Leelyn Smith
Illinois
$481K +$481K +4,815 New
WE
145
Wealth Effects
Massachusetts
$478K -$100K -1,000 -17%
NB
146
NBT Bank
New York
$471K -$4.8K -48 -1%
BBL
147
Beck Bode LLC
Massachusetts
$465K -$323K -3,232 -41%
GSIAS
148
Garden State Investment Advisory Services
New Jersey
$459K +$39.5K +395 +9%
WCFA
149
Walkner Condon Financial Advisors
Wisconsin
$456K +$5K +50 +1%
Goldman Sachs
150
Goldman Sachs
New York
$438K +$58.4K +584 +15%
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