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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
176
Ignite Planners
California
$207K -$52.5K -605 -20%
C
177
CEDRUS
Colorado
$207K +$207K +2,333 New
TCPG
178
Trivant Custom Portfolio Group
California
$205K – – –
PWA
179
PCG Wealth Advisors
Kansas
$202K +$202K +2,280 New
RAM
180
Riggs Asset Management
Pennsylvania
$165K -$3.76M -42,497 -96%
PTC
181
Private Trust Company
Ohio
$162K – – –
PA
182
Parallel Advisors
California
$151K – – –
TPCW
183
TD Private Client Wealth
New York
$150K – – –
TWC
184
TD Waterhouse Canada
Ontario, Canada
$131K – – –
FA
185
Fiduciary Alliance
South Carolina
$130K +$130K +1,472 New
CFGS
186
Concourse Financial Group Securities
Alabama
$112K +$22.9K +258 +26%
WT
187
Whittier Trust
California
$111K – – –
HF
188
Halpern Financial
Virginia
$87.7K +$51.4K +580 +141%
FP
189
Financial Perspectives
Minnesota
$83.3K +$89 +1 +0.1%
CA
190
Clearstead Advisors
Ohio
$72.9K – – –
AF
191
Allworth Financial
California
$67.9K -$12.1K -137 -15%
WTC
192
WhitTier Trust Company
Nevada
$60.8K – – –
SIC
193
Salem Investment Counselors
North Carolina
$57.6K – – –
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K – – –
ST
195
Smithfield Trust
Pennsylvania
$53K – – –
FPF
196
First Pacific Financial
Washington
$52.7K +$52.7K +595 New
SWM
197
Spire Wealth Management
Virginia
$52.2K – – –
BCWM
198
Bartlett & Co Wealth Management
Ohio
$51.5K +$24.9K +281 +94%
BC
199
Bartlett & Co
Ohio
$51K +$24.7K +281 +94%
AF
200
Advisornet Financial
Minnesota
$49.8K +$18.3K +207 +58%
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