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First Trust Water ETF

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
Net Calls
+$439K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Shares
Change %
WS
151
Wedbush Securities
California
$346K +$41.7K +503 +14%
BCI
152
Brinker Capital Investments
Pennsylvania
$342K +$3.39K +41 +1%
OPS
153
Orion Portfolio Solutions
Nebraska
$342K +$3.39K +41 +1%
TA
154
TruWealth Advisors
Louisiana
$338K +$745 +9 +0.2%
GSIAS
155
Garden State Investment Advisory Services
New Jersey
$336K +$91.9K +1,110 +38%
TWM
156
Tradition Wealth Management
Minnesota
$318K +$3.73K +45 +1%
NFG
157
Nations Financial Group
Iowa
$316K
MIH
158
Meitav Investment House
Israel
$314K
AFS
159
AFG Fiduciary Services
Massachusetts
$314K -$70.2K -861 -18%
JCM
160
Jacobi Capital Management
Pennsylvania
$304K +$8.77K +106 +3%
C
161
CEDRUS
Colorado
$299K +$106K +1,282 +55%
AWM
162
Aprio Wealth Management
Georgia
$287K +$8.61K +104 +3%
Brown Advisory
163
Brown Advisory
Maryland
$277K +$64.7K +782 +30%
PGAM
164
Princeton Global Asset Management
New Jersey
$272K +$579 +7 +0.2%
PSF
165
Pacific Sun Financial
California
$260K +$4.14K +50 +2%
GFA
166
Gallagher Fiduciary Advisors
Illinois
$260K -$4.14K -50 -2%
GWP
167
Gateway Wealth Partners
Wisconsin
$258K +$59.9K +724 +30%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$258K +$258K +3,116 New
KWM
169
Kingsview Wealth Management
Oregon
$252K +$41.1K +497 +19%
SOS
170
Silver Oak Securities
Tennessee
$252K +$53.1K +642 +27%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$245K +$42.9K +519 +21%
GSEP
172
Golden State Equity Partners
California
$244K +$9.76K +118 +4%
RJT
173
Raymond James Trust
Florida
$234K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$233K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$229K -$32.4K -392 -12%