FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
-$51K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$103M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.43M
3
Stifel Financial
Stifel Financial
Missouri
+$6.74M
4
Wells Fargo
Wells Fargo
California
+$6.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.81M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$7.99M
2
Goldman Sachs
Goldman Sachs
New York
-$4.67M
3
MD
Money Design
Japan
-$3.22M
4
LPL Financial
LPL Financial
California
-$3.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$254K -$27.5K -290 -10%
MAC
177
Mason & Associates (California)
California
$246K – – –
GSEP
178
Golden State Equity Partners
California
$241K -$37.8K -399 -14%
GWSG
179
GPS Wealth Strategies Group
Colorado
$233K -$9.96K -105 -4%
GDP
180
Great Diamond Partners
Maine
$230K -$1.33K -14 -0.6%
MSFS
181
Main Street Financial Solutions
Pennsylvania
$225K +$225K +2,372 New
IP
182
Ignite Planners
California
$225K +$225K +2,387 New
BOPW
183
Brandywine Oak Private Wealth
Pennsylvania
$224K +$224K +2,358 New
SPW
184
Sonoma Private Wealth
California
$223K +$223K +2,356 New
TRCT
185
Tower Research Capital (TRC)
New York
$222K +$222K +2,341 New
SOS
186
Silver Oak Securities
Tennessee
$221K -$68.3K -721 -24%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$220K -$316K -3,330 -59%
TCPG
188
Trivant Custom Portfolio Group
California
$219K – – –
CA
189
Claro Advisors
Massachusetts
$217K +$217K +2,290 New
ST
190
Smithfield Trust
Pennsylvania
$216K – – –
CA
191
Calton & Associates
Florida
$213K +$213K +2,251 New
LNC
192
Lincoln National Corp
Pennsylvania
$212K +$212K +2,233 New
AWM
193
Accel Wealth Management
Iowa
$208K +$208K +2,196 New
PTC
194
Private Trust Company
Ohio
$197K +$23.7K +250 +14%
PA
195
Parallel Advisors
California
$161K – – –
TPCW
196
TD Private Client Wealth
New York
$158K +$4.93K +52 +3%
PWM
197
Partnership Wealth Management
Maryland
$155K +$155K +1,686 New
RAM
198
Riggs Asset Management
Pennsylvania
$146K -$30.8K -325 -17%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$137K – – –
RFG
200
REAP Financial Group
Texas
$123K +$123K +1,302 New
6 7
8
9 10