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First Trust Water ETF
FIW

Overview Fund Activity

225 hedge funds and large institutions have $632M invested in First Trust Water ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-11
Holders Change %
-4.66%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
35
Increased
92
Reduced
52
Closed
41
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
+$127K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$18.4M
2
LPL Financial
LPL Financial
California
+$5.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.39M
4
OMC
Old Mission Capital
Illinois
+$2.7M
5
AAS
Avantax Advisory Services
Texas
+$2.53M

Top Sellers

1
GM
Granger Management
New York
-$13.4M
2
PS
Portfolio Strategies
New York
-$11.6M
3
DADC
D.A. Davidson & Co
Montana
-$11.3M
4
AWM
AE Wealth Management
Kansas
-$6.7M
5
FS
Ferguson Shapiro
Georgia
-$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Bartlett & Co
Ohio
$25K +$25K +300 New
GWSG
202
GPS Wealth Strategies Group
Colorado
$22K +$2.59K +30 +13%
CWC
203
Carolinas Wealth Consulting
North Carolina
$18K – – –
WAM
204
Worth Asset Management
Texas
$16K +$16K +220 New
LFG
205
Larson Financial Group
Missouri
$14K +$3.25K +39 +30%
PB
206
Pinnacle Bancorp
Nebraska
$13K – – –
SC
207
SouthState Corp
Florida
$13K +$13K +153 New
AIC
208
Archer Investment Corporation
Indiana
$11.6K – – –
PA
209
Parallel Advisors
California
$10K – – –
PCFFS
210
Pacific Center for Financial Services
California
$10K – – –
MA
211
Montag & Associates
Georgia
$9K – – –
KFS
212
Kelly Financial Services
Massachusetts
$8.43K – – –
PA
213
PSI Advisors
Florida
$8K – – –
AA
214
AlphaMark Advisors
Kentucky
$8K +$8K +100 New
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CWA
216
Clearview Wealth Advisors
Oregon
$5K – – –
WWP
217
WR Wealth Planners
Missouri
$4.65K +$4.65K +55 New
AWM
218
AllSquare Wealth Management
New York
$4K – – –
KIG
219
Kessler Investment Group
Indiana
$4K +$4K +48 New
FPFS
220
First Personal Financial Services
North Carolina
$3K -$4.5K -60 -60%
JWM
221
Janiczek Wealth Management
Colorado
$2K – – –
KFI
222
Key Financial Inc
Pennsylvania
$2K – – –
William Blair & Company
223
William Blair & Company
Illinois
$1K – – –
CWA
224
Carolina Wealth Advisors
South Carolina
$1K +$1K +12 New
PS
225
Portfolio Strategies
New York
– -$11.6M -122,861 Closed
7 8
9
10 11