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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
176
Brass Tax Wealth Management
Ohio
$365K
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$354K +$9.1K +88 +3%
PFS
178
Prospect Financial Services
New York
$348K +$69.6K +673 +24%
IP
179
Ignite Planners
California
$343K +$8.47K +82 +2%
PGAM
180
Princeton Global Asset Management
New Jersey
$335K +$413 +4 +0.1%
AWM
181
Aprio Wealth Management
Georgia
$332K -$28.3K -274 -8%
GFA
182
Gallagher Fiduciary Advisors
Illinois
$324K +$1.55K +15 +0.5%
IFG
183
Independent Financial Group
California
$318K -$54.8K -530 -14%
NI
184
Natural Investments
California
$318K
PFA
185
Pure Financial Advisors
California
$317K
RIA
186
Regal Investment Advisors
Michigan
$317K +$21K +203 +7%
SWM
187
Selective Wealth Management
Virginia
$316K
BIG
188
Brookwood Investment Group
Arizona
$314K +$322K +3,114 New
CW
189
CreativeOne Wealth
Kansas
$309K +$21.9K +212 +7%
MSWA
190
Marshall & Sterling Wealth Advisors
New York
$309K -$68.6K -664 -18%
CIA
191
Concurrent Investment Advisors
Florida
$308K +$316K +3,054 New
GWSG
192
GPS Wealth Strategies Group
Colorado
$306K +$4.75K +46 +2%
FAIM
193
Financial Advocates Investment Management
Washington
$303K -$24.8K -240 -7%
MWM
194
MinichMacGregor Wealth Management
New York
$294K +$103 +1 +0%
AI
195
Atria Investments
North Carolina
$290K -$58.7K -568 -16%
PPWM
196
Paragon Private Wealth Management
Kentucky
$290K -$57.3K -554 -16%
PTC
197
Private Trust Company
Ohio
$288K
DA
198
Dash Acquisitions
California
$286K
MAC
199
Mason & Associates (California)
California
$284K
PSF
200
Pacific Sun Financial
California
$270K +$20.2K +195 +8%

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.