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First Trust Water ETF

296 hedge funds and large institutions have $937M invested in First Trust Water ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $866M → $937M (+$71.4M)

0.35% more ownership

Funds ownership: 50.23%50.58% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 297296 (-1)

Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
120
Reduced
102
Closed
24
Calls
$508K
Puts
Net Calls
+$508K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$806K -$13.5K -131 -2%
TLP
127
Trinity Legacy Partners
Texas
$753K -$5.87K -57 -0.8%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$748K -$230K -2,231 -24%
FHA
129
Flagship Harbor Advisors
Massachusetts
$744K +$75.2K +730 +12%
AA
130
Armis Advisers
Georgia
$741K +$243K +2,356 +54%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$740K -$20.6K -200 -3%
PWA
132
Prairie Wealth Advisors
Nebraska
$739K -$2.57K -25 -0.4%
JWCA
133
J.W. Cole Advisors
Florida
$736K +$47.2K +458 +7%
SMC
134
Smith, Moore & Co
Missouri
$735K +$618 +6 +0.1%
NS
135
NBC Securities
Alabama
$728K +$43.4K +421 +7%
CMMS
136
Comprehensive Money Management Services
Florida
$702K -$515 -5 -0.1%
GRP
137
Global Retirement Partners
California
$655K +$625K +6,067 New
WIA
138
World Investment Advisors
California
$631K -$13.8K -134 -2%
PI
139
PFG Investments
New York
$616K +$24.1K +234 +4%
WS
140
Wedbush Securities
California
$608K +$7.31K +71 +1%
NFG
141
Nations Financial Group
Iowa
$587K +$206 +2 +0%
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$584K
PS
143
Principal Securities
Iowa
$578K +$70.6K +686 +15%
HIIFS
144
Harel Insurance Investments & Financial Services
Israel
$570K +$146K +1,418 +37%
AR
145
Apeiron RIA
Texas
$570K -$36.8K -357 -6%
AWA
146
ARQ Wealth Advisors
Arizona
$564K
AWA
147
Arkadios Wealth Advisors
Georgia
$553K +$1.24K +12 +0.2%
NRI
148
NFP Retirement Inc
California
$551K -$58.2K -565 -10%
KWM
149
Kingsview Wealth Management
Oregon
$544K +$927 +9 +0.2%
Creative Planning
150
Creative Planning
Kansas
$542K -$107K -1,037 -17%

FIW Hedge Fund Activity: Q2 2025 in Review

296 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2025, worth a combined $937M — up 8.3% from $866M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FIW positions and 24 closed out — a net gain of 3 holders — while 120 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.92M. The largest seller was Wells Fargo, cutting an estimated $3.4M.

  • 296 institutional investors held First Trust Water ETF (FIW) as of Q2 2025, down from 297 in Q1 2025.
  • Funds reported $937M of First Trust Water ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 27 funds opened new First Trust Water ETF positions in Q2 2025 and 24 closed out, a net change of +3 holders.
  • The largest First Trust Water ETF buyer in Q2 2025 was Morgan Stanley, an estimated $5.92M added.
  • The largest First Trust Water ETF seller in Q2 2025 was Wells Fargo, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.