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First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$697K -$4.26K -39 -0.6%
NS
127
NBC Securities
Alabama
$663K +$52.5K +480 +9%
WS
128
Wedbush Securities
California
$656K -$14.9K -136 -2%
WIA
129
World Investment Advisors
California
$651K +$13.6K +124 +2%
RZH
130
Relyea Zuckerberg Hanson
Connecticut
$645K – – –
Creative Planning
131
Creative Planning
Kansas
$632K +$16.3K +149 +3%
NFG
132
Nations Financial Group
Iowa
$621K +$206K +1,887 +50%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$603K +$166K +1,520 +38%
Prudential Financial
134
Prudential Financial
New Jersey
$597K -$145K -1,323 -19%
AWM
135
AE Wealth Management
Kansas
$596K -$3.17K -29 -0.5%
AGWCA
136
Annis Gardner Whiting Capital Advisors
Florida
$592K – – –
PI
137
PFG Investments
New York
$582K +$20.9K +191 +4%
EH
138
Equitable Holdings
New York
$582K +$49.3K +451 +9%
GRP
139
Global Retirement Partners
California
$581K +$12.1K +111 +2%
GSIAS
140
Garden State Investment Advisory Services
New Jersey
$569K +$66.7K +610 +13%
NRI
141
NFP Retirement Inc
California
$546K -$15.3K -140 -3%
AWA
142
Arkadios Wealth Advisors
Georgia
$545K +$1.64K +15 +0.3%
AFG
143
Atomi Financial Group
New York
$543K +$3.17K +29 +0.6%
KWM
144
Kingsview Wealth Management
Oregon
$543K +$12.8K +117 +2%
BMCM
145
Bryn Mawr Capital Management
Pennsylvania
$542K +$36.1K +330 +7%
ASN
146
Advisory Services Network
Georgia
$511K – – –
NB
147
NBT Bank
New York
$510K -$5.47K -50 -1%
BCM
148
Barometer Capital Management
Ontario, Canada
$503K -$219K -2,000 -30%
WCFA
149
Walkner Condon Financial Advisors
Wisconsin
$496K -$2.62K -24 -0.5%
Brown Advisory
150
Brown Advisory
Maryland
$492K +$109K +1,000 +29%
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