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First Trust Water ETF

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$322K +$85.4K +836 +36%
GFA
177
Gallagher Fiduciary Advisors
Illinois
$317K -$22.6K -221 -7%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$316K
FTS
179
Fifth Third Securities
Ohio
$308K -$491K -4,805 -61%
MWM
180
MinichMacGregor Wealth Management
New York
$297K +$3.34K +33 +1%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$281K
TWM
182
Tradition Wealth Management
Minnesota
$274K -$133K -1,307 -33%
CFS
183
Commonwealth Financial Services
West Virginia
$274K
AFS
184
AFG Fiduciary Services
Massachusetts
$272K -$102K -1,007 -27%
GWSG
185
GPS Wealth Strategies Group
Colorado
$270K +$19.9K +195 +8%
PSF
186
Pacific Sun Financial
California
$270K -$15.3K -150 -5%
Citigroup
187
Citigroup
New York
$265K -$340K -3,330 -56%
MAC
188
Mason & Associates (California)
California
$264K
DA
189
Dash Acquisitions
California
$252K +$252K +2,606 New
GDP
190
Great Diamond Partners
Maine
$246K -$2.04K -20 -0.8%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$242K
BOPW
192
Brandywine Oak Private Wealth
Pennsylvania
$241K
KFS
193
Kaizen Financial Strategies
California
$236K +$236K +2,316 New
TCPG
194
Trivant Custom Portfolio Group
California
$236K
ST
195
Smithfield Trust
Pennsylvania
$232K
CA
196
Calton & Associates
Florida
$230K
SPW
197
Sonoma Private Wealth
California
$229K -$11.7K -115 -5%
PTC
198
Private Trust Company
Ohio
$228K +$15.4K +151 +7%
WEG
199
World Equity Group
Illinois
$228K +$228K +2,230 New
AWM
200
Accel Wealth Management
Iowa
$225K +$408 +4 +0.2%