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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
176
Princeton Global Asset Management
New Jersey
$331K +$700 +7 +0.2%
GFA
177
Gallagher Fiduciary Advisors
Illinois
$323K +$12.7K +127 +4%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$318K +$8.5K +85 +3%
MWM
179
MinichMacGregor Wealth Management
New York
$293K +$200 +2 +0.1%
DA
180
Dash Acquisitions
California
$284K +$9.67K +92 +4%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$283K -$32.4K -324 -10%
P
182
&Partners
Tennessee
$270K +$270K +2,703 New
PTC
183
Private Trust Company
Ohio
$266K +$43K +430 +19%
GWSG
184
GPS Wealth Strategies Group
Colorado
$262K -$2.4K -24 -0.9%
MAC
185
Mason & Associates (California)
California
$259K – – –
Citigroup
186
Citigroup
New York
$255K -$4.1K -41 -2%
PSF
187
Pacific Sun Financial
California
$255K -$10K -100 -4%
TWM
188
Tradition Wealth Management
Minnesota
$251K -$17.9K -179 -7%
CFS
189
Commonwealth Financial Services
West Virginia
$249K -$37.3K -377 -13%
LMKC
190
L.M. Kohn & Company
Ohio
$238K +$238K +2,383 New
GSEP
191
Golden State Equity Partners
California
$238K +$238K +2,377 New
BOPW
192
Brandywine Oak Private Wealth
Pennsylvania
$236K – – –
TCPG
193
Trivant Custom Portfolio Group
California
$231K – – –
ST
194
Smithfield Trust
Pennsylvania
$226K – – –
BFWM
195
Bright Futures Wealth Management
New York
$226K -$280K -2,667 -55%
GDP
196
Great Diamond Partners
Maine
$226K -$15.2K -152 -6%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$225K -$12.1K -121 -5%
SPW
198
Sonoma Private Wealth
California
$224K – – –
AWM
199
Accel Wealth Management
Iowa
$220K – – –
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$219K +$219K +2,197 New
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