FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
LPL Financial
LPL Financial
California
+$1.18M
5
MD
Money Design
Japan
+$867K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.97M
3
GIA
Gladstone Institutional Advisory
Florida
-$3.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
5
Truist Financial
Truist Financial
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$252K -$565K -6,759 -69%
GFA
152
Gallagher Fiduciary Advisors
Illinois
$249K +$249K +2,980 New
BAM
153
Belpointe Asset Management
Nevada
$249K -$4.93K -59 -2%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$248K -$3.97M -47,478 -94%
OPS
155
Orion Portfolio Solutions
Nebraska
$247K +$247K +2,950 New
BCI
156
Brinker Capital Investments
Pennsylvania
$247K +$247K +2,950 New
IP
157
Ignite Planners
California
$245K +$82 +1 +0%
RJT
158
Raymond James Trust
Florida
$237K -$15.9K -190 -6%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$235K +$7.52K +90 +3%
GAA
160
Global Assets Advisory
Florida
$221K – – –
MAC
161
Mason & Associates (California)
California
$217K – – –
SPW
162
Sonoma Private Wealth
California
$208K +$208K +2,486 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$205K +$205K +2,446 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$195K +$74.4K +890 +62%
TCPG
165
Trivant Custom Portfolio Group
California
$194K +$194K +2,315 New
AWM
166
Accel Wealth Management
Iowa
$184K – – –
ASN
167
Advisory Services Network
Georgia
$153K +$2.68K +32 +2%
PTC
168
Private Trust Company
Ohio
$153K – – –
PA
169
Parallel Advisors
California
$142K +$16.7K +200 +13%
TPCW
170
TD Private Client Wealth
New York
$141K -$56.2K -672 -28%
TWC
171
TD Waterhouse Canada
Ontario, Canada
$124K – – –
CF
172
Centaurus Financial
California
$120K -$334 -4 -0.3%
WT
173
Whittier Trust
California
$105K – – –
CFGS
174
Concourse Financial Group Securities
Alabama
$83.7K +$3.01K +36 +4%
RFA
175
Resurgent Financial Advisors
Georgia
$80.5K +$4.68K +56 +6%
5 6
7
8 9