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First Trust Water ETF
FIW

Overview Fund Activity

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
LPL Financial
LPL Financial
California
+$1.18M
5
MD
Money Design
Japan
+$867K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.97M
3
GIA
Gladstone Institutional Advisory
Florida
-$3.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
5
Truist Financial
Truist Financial
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
176
Financial Perspectives
Minnesota
$78.6K +$84 +1 +0.1%
AF
177
Allworth Financial
California
$75.5K -$5.94K -71 -7%
CA
178
Clearstead Advisors
Ohio
$68.8K – – –
WTC
179
WhitTier Trust Company
Nevada
$57.5K – – –
SIC
180
Salem Investment Counselors
North Carolina
$54.4K -$10.5K -125 -16%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.6K – – –
ST
182
Smithfield Trust
Pennsylvania
$50K – – –
SWM
183
Spire Wealth Management
Virginia
$49.3K +$8.36K +100 +20%
MIFH
184
Migdal Insurance & Financial Holdings
Israel
$45K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$42K +$8.87K +106 +27%
VFA
186
Values First Advisors
Tennessee
$40.6K +$40.6K +486 New
EA
187
Evolution Advisers
Virginia
$38K – – –
GWSG
188
GPS Wealth Strategies Group
Colorado
$36.9K +$36.9K +441 New
HF
189
Halpern Financial
Virginia
$34.3K – – –
IGWM
190
ICA Group Wealth Management
Colorado
$34.1K – – –
RCM
191
Raleigh Capital Management
North Carolina
$33.2K – – –
AF
192
Advisornet Financial
Minnesota
$29.7K – – –
GWM
193
Geneos Wealth Management
Colorado
$27.7K +$9.2K +110 +50%
BCWM
194
Bartlett & Co Wealth Management
Ohio
$25.1K – – –
BC
195
Bartlett & Co
Ohio
$25K – – –
RWPA
196
Richard W. Paul & Associates
Michigan
$23.6K -$84 -1 -0.4%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$21.8K +$416 +4,973 +2%
OA
198
Operose Advisors
Wisconsin
$20.9K +$20.9K +250 New
CFD
199
Creative Financial Designs
Indiana
$17.7K +$1K +12 +6%
CIA
200
Cape Investment Advisory
Georgia
$16.9K +$16.9K +202 New
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