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First Trust Water ETF

293 hedge funds and large institutions have $878M invested in First Trust Water ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
120
Reduced
82
Closed
20
Calls
$459K
Puts
$1.11M
Net Calls
-$653K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
151
Principal Securities
Iowa
$476K +$59.1K +579 +14%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$475K +$12.1K +119 +3%
AWA
153
ARQ Wealth Advisors
Arizona
$469K +$50.8K +498 +12%
Brown Advisory
154
Brown Advisory
Maryland
$459K
DCM
155
Delta Capital Management
New Jersey
$449K +$449K +4,400 New
BCI
156
Brinker Capital Investments
Pennsylvania
$446K -$10.3K -101 -2%
OPS
157
Orion Portfolio Solutions
Nebraska
$446K -$10.3K -101 -2%
ASN
158
Advisory Services Network
Georgia
$432K -$89.8K -880 -17%
WE
159
Wealth Effects
Massachusetts
$432K -$15.2K -149 -3%
KFS
160
Kaizen Financial Strategies
California
$420K +$8.67K +85 +2%
GRP
161
Global Retirement Partners
California
$419K -$124K -1,215 -23%
NB
162
NBT Bank
New York
$414K -$62.6K -613 -13%
JCM
163
Jacobi Capital Management
Pennsylvania
$390K -$9.49K -93 -2%
TA
164
TruWealth Advisors
Louisiana
$390K +$1.02K +10 +0.3%
SAI
165
Savvy Advisors Inc
New York
$389K
MIH
166
Meitav Investment House
Israel
$388K
MSWA
167
Marshall & Sterling Wealth Advisors
New York
$381K +$381K +3,730 New
KWM
168
KFG Wealth Management
Indiana
$378K -$12.7K -124 -3%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$373K -$3.67K -36 -1%
BTWM
170
Brass Tax Wealth Management
Ohio
$369K
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$367K +$367K +3,597 New
AWM
172
Aprio Wealth Management
Georgia
$364K -$204 -2 -0.1%
AI
173
Atria Investments
North Carolina
$352K -$25.6K -251 -7%
PPWM
174
Paragon Private Wealth Management
Kentucky
$351K -$18.3K -179 -5%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$350K +$3.27K +32 +0.9%