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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
151
Pacific Sun Financial
California
$243K +$7.14K +90 +3%
FIA
152
Foundations Investment Advisors
Arizona
$241K +$241K +3,038 New
MSFS
153
Main Street Financial Solutions
Pennsylvania
$241K – – –
BAM
154
Belpointe Asset Management
Nevada
$241K +$20.4K +257 +9%
SG
155
StoneX Group
New York
$241K +$159 +2 +0.1%
RJT
156
Raymond James Trust
Florida
$240K – – –
WMR
157
Wealth Management Resources
Rhode Island
$223K +$318 +4 +0.1%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$216K – – –
GAA
159
Global Assets Advisory
Florida
$214K – – –
CAM
160
Cozad Asset Management
Illinois
$206K +$206K +2,598 New
AWM
161
Aprio Wealth Management
Georgia
$206K +$206K +2,598 New
MAC
162
Mason & Associates (California)
California
$206K +$206K +2,590 New
PWA
163
PCG Wealth Advisors
Kansas
$201K -$367K -4,626 -65%
MCC
164
Money Concepts Capital
Florida
$192K +$190K +2,391 +7,245%
TPCW
165
TD Private Client Wealth
New York
$187K -$8.57K -108 -4%
TWM
166
Tradition Wealth Management
Minnesota
$186K +$11.2K +141 +6%
AWM
167
Accel Wealth Management
Iowa
$175K – – –
CS
168
Comerica Securities
Michigan
$168K +$168K +2,119 New
PTC
169
Private Trust Company
Ohio
$145K – – –
ASN
170
Advisory Services Network
Georgia
$143K +$143K +1,803 New
GRP
171
Global Retirement Partners
California
$130K -$9.92K -125 -7%
PA
172
Parallel Advisors
California
$119K -$14.1K -178 -11%
TWC
173
TD Waterhouse Canada
Ontario, Canada
$118K – – –
FA
174
Fiduciary Alliance
South Carolina
$114K +$114K +1,441 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$114K +$8.02K +101 +8%
5 6
7
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