FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
176
Princeton Global Asset Management
New Jersey
$362K +$547 +5 +0.2%
GFA
177
Gallagher Fiduciary Advisors
Illinois
$354K +$547 +5 +0.2%
DL
178
DOHJ LLC
Washington
$353K +$353K +3,265 New
SWM
179
Selective Wealth Management
Virginia
$353K -$39.5K -367 -10%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$339K -$9.08K -83 -3%
RIA
181
Regal Investment Advisors
Michigan
$321K +$321K +2,939 New
MWM
182
MinichMacGregor Wealth Management
New York
$320K -$765 -7 -0.2%
CW
183
CreativeOne Wealth
Kansas
$318K +$318K +2,911 New
PFS
184
Prospect Financial Services
New York
$292K +$292K +2,672 New
GWSG
185
GPS Wealth Strategies Group
Colorado
$292K +$5.03K +46 +2%
PTC
186
Private Trust Company
Ohio
$291K – – –
Citigroup
187
Citigroup
New York
$286K +$7.22K +66 +3%
DA
188
Dash Acquisitions
California
$286K – – –
MAC
189
Mason & Associates (California)
California
$283K – – –
TWM
190
Tradition Wealth Management
Minnesota
$274K -$328 -3 -0.1%
CFS
191
Commonwealth Financial Services
West Virginia
$273K – – –
GAA
192
Global Assets Advisory
Florida
$271K +$271K +2,500 New
TSWM
193
Tyler-Stone Wealth Management
Ohio
$270K +$201K +1,834 +291%
BOPW
194
Brandywine Oak Private Wealth
Pennsylvania
$258K – – –
TCPG
195
Trivant Custom Portfolio Group
California
$253K – – –
AWM
196
Accel Wealth Management
Iowa
$253K +$12.1K +111 +5%
ST
197
Smithfield Trust
Pennsylvania
$249K – – –
PSF
198
Pacific Sun Financial
California
$249K -$29.5K -270 -11%
MSFS
199
Main Street Financial Solutions
Pennsylvania
$244K -$2.08K -19 -0.8%
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
$241K +$241K +2,201 New
6 7
8
9 10