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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
126
Trinity Legacy Partners
Texas
$747K +$36.7K +355 +5%
WWM
127
Western Wealth Management
Colorado
$725K -$44.3K -429 -6%
NRW
128
Nova R Wealth
Kansas
$711K +$310 +3 +0%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$711K -$46.9K -454 -6%
PFS
130
Prospera Financial Services
Texas
$703K -$11.8K -114 -2%
WSFS
131
Wilmington Savings Fund Society
Delaware
$693K +$2.48K +24 +0.3%
PWA
132
Prairie Wealth Advisors
Nebraska
$691K -$31K -300 -4%
GAA
133
Global Assets Advisory
Florida
$691K +$496K +4,800 +200%
SMC
134
Smith, Moore & Co
Missouri
$685K +$8.68K +84 +1%
CMMS
135
Comprehensive Money Management Services
Florida
$655K
JWCA
136
J.W. Cole Advisors
Florida
$640K +$657K +6,358 New
NS
137
NBC Securities
Alabama
$636K +$653K +6,315 +105,250%
FHA
138
Flagship Harbor Advisors
Massachusetts
$620K -$22K -213 -3%
Creative Planning
139
Creative Planning
Kansas
$610K +$930 +9 +0.1%
WIA
140
World Investment Advisors
California
$602K +$413 +4 +0.1%
NRI
141
NFP Retirement Inc
California
$571K +$74.2K +718 +14%
AR
142
Apeiron RIA
Texas
$567K -$93.7K -907 -14%
AWA
143
ARQ Wealth Advisors
Arizona
$564K +$104K +1,004 +22%
WS
144
Wedbush Securities
California
$560K +$12K +116 +2%
PI
145
PFG Investments
New York
$551K -$5.27K -51 -0.9%
NFG
146
Nations Financial Group
Iowa
$547K -$25.8K -250 -4%
AGWCA
147
Annis Gardner Whiting Capital Advisors
Florida
$545K
CA
148
Clearstead Advisors
Ohio
$543K
BCI
149
Brinker Capital Investments
Pennsylvania
$527K +$88.9K +860 +20%
OPS
150
Orion Portfolio Solutions
Nebraska
$527K +$88.9K +860 +20%

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.