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First Trust Water ETF

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$491K +$53.2K +487 +12%
BCI
152
Brinker Capital Investments
Pennsylvania
$489K +$16.7K +153 +4%
OPS
153
Orion Portfolio Solutions
Nebraska
$489K +$16.7K +153 +4%
WE
154
Wealth Effects
Massachusetts
$479K -$43.6K -399 -8%
PS
155
Principal Securities
Iowa
$447K +$21.6K +198 +5%
AWA
156
ARQ Wealth Advisors
Arizona
$441K +$34.4K +320 +8%
KFS
157
Kaizen Financial Strategies
California
$440K +$656 +6 +0.1%
JCM
158
Jacobi Capital Management
Pennsylvania
$428K +$13.7K +125 +3%
KWM
159
KFG Wealth Management
Indiana
$419K +$11.5K +105 +3%
SAI
160
Savvy Advisors Inc
New York
$416K -$22.9K -209 -5%
TA
161
TruWealth Advisors
Louisiana
$416K +$547 +5 +0.1%
MIH
162
Meitav Investment House
Israel
$415K
Goldman Sachs
163
Goldman Sachs
New York
$415K -$63.8K -584 -13%
GWP
164
Gateway Wealth Partners
Wisconsin
$411K -$30.7K -281 -7%
FAIM
165
Financial Advocates Investment Management
Washington
$411K +$126K +1,506 +44%
AI
166
Atria Investments
North Carolina
$405K -$222K -2,028 -35%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$404K +$94.2K +862 +30%
BBL
168
Beck Bode LLC
Massachusetts
$396K -$112K -1,026 -22%
BTWM
169
Brass Tax Wealth Management
Ohio
$396K
PPWM
170
Paragon Private Wealth Management
Kentucky
$395K -$3.61K -33 -0.9%
AWM
171
Aprio Wealth Management
Georgia
$390K +$5.47K +50 +1%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$371K +$5.25K +48 +1%
IP
173
Ignite Planners
California
$368K -$4.16K -38 -1%
SCA
174
Snowden Capital Advisors
New York
$365K -$89.5K -819 -20%
SP
175
Sequent Planning
Nebraska
$365K +$122K +1,114 +50%