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First Trust Water ETF
FIW

Overview Fund Activity

225 hedge funds and large institutions have $632M invested in First Trust Water ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-11
Holders Change %
-4.66%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
35
Increased
92
Reduced
52
Closed
41
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
+$127K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$18.4M
2
LPL Financial
LPL Financial
California
+$5.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.39M
4
OMC
Old Mission Capital
Illinois
+$2.7M
5
AAS
Avantax Advisory Services
Texas
+$2.53M

Top Sellers

1
GM
Granger Management
New York
-$13.4M
2
PS
Portfolio Strategies
New York
-$11.6M
3
DADC
D.A. Davidson & Co
Montana
-$11.3M
4
AWM
AE Wealth Management
Kansas
-$6.7M
5
FS
Ferguson Shapiro
Georgia
-$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cambridge Advisors
Nebraska
$215K +$23.3K +277 +12%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$212K -$71.8K -853 -25%
KC
153
Kingfisher Capital
North Carolina
$211K – – –
KP
154
Keel Point
Alabama
$211K +$29K +345 +16%
KW
155
KWB Wealth
California
$210K – – –
OPS
156
Orion Portfolio Solutions
Nebraska
$209K +$24.4K +289 +13%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$205K +$3.2K +38 +2%
WS
158
Wedbush Securities
California
$205K +$15.7K +186 +8%
APA
159
American Portfolios Advisors
New York
$202K -$1.53M -18,178 -88%
TWM
160
Tradition Wealth Management
Minnesota
$189K +$37.2K +442 +25%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$186K +$94K +1,094 +102%
AWM
162
Accel Wealth Management
Iowa
$180K – – –
TPCW
163
TD Private Client Wealth
New York
$176K +$82.6K +980 +89%
SWM
164
Selective Wealth Management
Virginia
$172K -$50.6K -600 -23%
HA
165
Herold Advisors
New York
$163K +$163K +1,930 New
CFGS
166
Concourse Financial Group Securities
Alabama
$152K +$14.9K +176 +11%
TWC
167
TD Waterhouse Canada
Ontario, Canada
$127K +$78.1K +912 +158%
CF
168
Centaurus Financial
California
$121K -$63.5K -751 -34%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$109K +$45K +536 +70%
WT
170
Whittier Trust
California
$106K – – –
SWM
171
Spire Wealth Management
Virginia
$97K – – –
Citigroup
172
Citigroup
New York
$91K +$1.52K +18 +2%
IA
173
IFP Advisors
Florida
$88K +$31K +592 +54%
PWP
174
Pursue Wealth Partners
California
$84.5K +$84.5K +1,000 New
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$82K +$12.5K +149 +18%
5 6
7
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