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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
176
Centaurus Financial
California
$114K -$127K -1,599 -53%
WT
177
Whittier Trust
California
$99.4K – – –
AF
178
Allworth Financial
California
$77.3K – – –
CFGS
179
Concourse Financial Group Securities
Alabama
$76.6K -$26.3K -332 -26%
FP
180
Financial Perspectives
Minnesota
$74.5K +$6.27K +79 +9%
RFA
181
Resurgent Financial Advisors
Georgia
$71.9K +$71.9K +906 New
CA
182
Clearstead Advisors
Ohio
$65.3K – – –
KIA
183
Kraematon Investment Advisors
Massachusetts
$62K +$62K +781 New
SIC
184
Salem Investment Counselors
North Carolina
$61.5K – – –
WTC
185
WhitTier Trust Company
Nevada
$54.5K – – –
MSCM
186
McElhenny Sheffield Capital Management
Texas
$50.4K +$50.4K +635 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K – – –
ST
188
Smithfield Trust
Pennsylvania
$47K – – –
MIFH
189
Migdal Insurance & Financial Holdings
Israel
$43K – – –
IA
190
IFP Advisors
Florida
$40K -$64.4K -1,026 -62%
SWM
191
Spire Wealth Management
Virginia
$39K +$12.6K +158 +48%
EA
192
Evolution Advisers
Virginia
$36K – – –
HF
193
Halpern Financial
Virginia
$32.5K – – –
IGWM
194
ICA Group Wealth Management
Colorado
$32.3K +$32.3K +408 New
MTIC
195
Missouri Trust & Investment Company
Missouri
$32K -$3.2K -40 -9%
RCM
196
Raleigh Capital Management
North Carolina
$31.5K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$31.4K – – –
GMA
198
Glassy Mountain Advisors
Maryland
$30.7K +$30.7K +387 New
AF
199
Advisornet Financial
Minnesota
$28.2K – – –
EE
200
EWG Elevate
California
$27.1K +$27.1K +341 New
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8
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