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First Trust Water ETF

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
Net Calls
+$388K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$379K +$14.3K +151 +4%
MIH
152
Meitav Investment House
Israel
$360K
NFG
153
Nations Financial Group
Iowa
$359K -$2.84K -30 -0.8%
TA
154
TruWealth Advisors
Louisiana
$359K -$28.3K -298 -7%
Two Sigma Investments
155
Two Sigma Investments
New York
$351K -$398K -4,200 -53%
Brown Advisory
156
Brown Advisory
Maryland
$348K +$30.3K +320 +10%
FAIM
157
Financial Advocates Investment Management
Washington
$344K -$544K -5,738 -61%
SAI
158
Savvy Advisors Inc
New York
$342K +$342K +3,611 New
JCM
159
Jacobi Capital Management
Pennsylvania
$341K -$7.21K -76 -2%
AFS
160
AFG Fiduciary Services
Massachusetts
$341K -$15.2K -164 -4%
AWM
161
Aprio Wealth Management
Georgia
$336K +$6.35K +67 +2%
IFA
162
Interactive Financial Advisors
Illinois
$332K -$1.03M -13,703 -76%
GFA
163
Gallagher Fiduciary Advisors
Illinois
$315K +$18K +190 +6%
PGAM
164
Princeton Global Asset Management
New Jersey
$312K +$569 +6 +0.2%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$293K -$1.9K -20 -0.6%
FFN
166
Focus Financial Network
Minnesota
$289K +$289K +3,050 New
KWM
167
KFG Wealth Management
Indiana
$282K +$50.9K +537 +22%
PS
168
Principal Securities
Iowa
$279K +$279K +2,943 New
MWM
169
MinichMacGregor Wealth Management
New York
$274K -$7.99M -84,251 -97%
CFS
170
Commonwealth Financial Services
West Virginia
$274K -$538K -5,675 -66%
RJT
171
Raymond James Trust
Florida
$268K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$267K
PSF
173
Pacific Sun Financial
California
$265K -$33.2K -350 -11%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$261K +$261K +2,757 New
AWA
175
ARQ Wealth Advisors
Arizona
$257K +$257K +2,707 New