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First Trust Water ETF

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
151
World Investment Advisors
California
$437K +$437K +4,277 New
GSIAS
152
Garden State Investment Advisory Services
New Jersey
$425K +$5.57K +55 +1%
SCA
153
Snowden Capital Advisors
New York
$424K -$22.5K -220 -5%
SWM
154
Selective Wealth Management
Virginia
$423K
FL
155
FreeGulliver LLC
Louisiana
$420K +$420K +4,112 New
PPWM
156
Paragon Private Wealth Management
Kentucky
$417K -$17.2K -168 -4%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$403K +$130K +1,272 +48%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$391K -$53.5K -524 -12%
MIH
159
Meitav Investment House
Israel
$388K
Goldman Sachs
160
Goldman Sachs
New York
$388K -$817K -8,001 -68%
TA
161
TruWealth Advisors
Louisiana
$387K +$1.12K +11 +0.3%
GWP
162
Gateway Wealth Partners
Wisconsin
$387K -$66.8K -654 -15%
NFG
163
Nations Financial Group
Iowa
$387K
PS
164
Principal Securities
Iowa
$376K +$75.1K +736 +25%
Brown Advisory
165
Brown Advisory
Maryland
$374K
BTWM
166
Brass Tax Wealth Management
Ohio
$370K +$370K +3,620 New
JCM
167
Jacobi Capital Management
Pennsylvania
$369K +$1.43K +14 +0.4%
SAI
168
Savvy Advisors Inc
New York
$369K
FAIM
169
Financial Advocates Investment Management
Washington
$365K +$150K +2,544 +70%
AFG
170
Arkansas Financial Group
Arkansas
$355K +$355K +3,481 New
KWM
171
KFG Wealth Management
Indiana
$355K +$51.5K +504 +17%
AWM
172
Aprio Wealth Management
Georgia
$341K -$20.4K -200 -6%
PGAM
173
Princeton Global Asset Management
New Jersey
$337K +$919 +9 +0.3%
AWA
174
ARQ Wealth Advisors
Arizona
$336K +$59.9K +587 +22%
CW
175
CreativeOne Wealth
Kansas
$332K +$332K +3,255 New