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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
151
Princeton Global Asset Management
New Jersey
$290K +$354 +4 +0.1%
GFA
152
Gallagher Fiduciary Advisors
Illinois
$282K +$18.3K +207 +7%
SG
153
StoneX Group
New York
$279K +$10.8K +122 +4%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$279K +$73.3K +827 +36%
LFAS
155
Level Four Advisory Services
Texas
$271K -$177 -2 -0.1%
MSFS
156
Main Street Financial Solutions
Pennsylvania
$268K – – –
GSIAS
157
Garden State Investment Advisory Services
New Jersey
$261K +$261K +2,945 New
PSF
158
Pacific Sun Financial
California
$259K +$259K +3,097 New
RJT
159
Raymond James Trust
Florida
$251K – – –
GSEP
160
Golden State Equity Partners
California
$250K +$250K +2,826 New
KA
161
Kovack Advisors
Florida
$250K -$36.7K -414 -13%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$249K – – –
LNC
163
Lincoln National Corp
Pennsylvania
$241K -$136K -1,535 -36%
GAA
164
Global Assets Advisory
Florida
$239K – – –
MAC
165
Mason & Associates (California)
California
$229K – – –
Brown Advisory
166
Brown Advisory
Maryland
$227K +$227K +2,564 New
GWSG
167
GPS Wealth Strategies Group
Colorado
$227K +$187K +2,117 +480%
KWM
168
Kingsview Wealth Management
Oregon
$226K +$226K +2,553 New
KC
169
Kingfisher Capital
North Carolina
$221K +$221K +2,500 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$217K – – –
SOS
171
Silver Oak Securities
Tennessee
$213K +$213K +2,407 New
GDP
172
Great Diamond Partners
Maine
$212K +$212K +2,398 New
GWP
173
Gateway Wealth Partners
Wisconsin
$212K +$212K +2,393 New
BOPW
174
Brandywine Oak Private Wealth
Pennsylvania
$209K +$209K +2,358 New
SPW
175
Sonoma Private Wealth
California
$208K -$12K -136 -5%
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7
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