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First Trust Water ETF
FIW

Overview Fund Activity

233 hedge funds and large institutions have $572M invested in First Trust Water ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
74
Reduced
75
Closed
21
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$177K

Top Buyers

1
MD
Money Design
Japan
$9.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4M
3
WPIC
White Pine Investment Company
Michigan
$3.52M
4
SEA
Stegent Equity Advisors
Texas
$1.92M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$1.69M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
SMF
Sterling Manor Financial
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.3M
4
SWAG
Spectrum Wealth Advisory Group
California
$0
5
Bank of America
Bank of America
North Carolina
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
201
Tyler-Stone Wealth Management
Ohio
$26K – – –
BC
202
Bartlett & Co
Ohio
$24K – – –
BCWM
203
Bartlett & Co Wealth Management
Ohio
$23.8K – – –
RWPA
204
Richard W. Paul & Associates
Michigan
$22.5K +$22.5K +283 New
GWM
205
Geneos Wealth Management
Colorado
$17.5K +$873 +11 +5%
CFD
206
Creative Financial Designs
Indiana
$15.9K -$4.76K -60 -23%
CWM
207
Cranbrook Wealth Management
Michigan
$14.3K – – –
LFG
208
Larson Financial Group
Missouri
$13.4K +$79 +1 +0.6%
TCOV
209
Trust Company of Vermont
Vermont
$11.9K – – –
NC
210
NewSquare Capital
Pennsylvania
$10.3K -$5.56K -70 -35%
MA
211
Montag & Associates
Georgia
$8.56K – – –
AA
212
AlphaMark Advisors
Kentucky
$8K – – –
KFS
213
Kelly Financial Services
Massachusetts
$7.94K – – –
PP
214
PFS Partners
New Jersey
$7.47K +$1.91K +24 +34%
WAM
215
Worth Asset Management
Texas
$6.75K – – –
AIC
216
Archer Investment Corporation
Indiana
$6.27K – – –
LWA
217
Lowe Wealth Advisors
Maryland
$4.76K – – –
WWP
218
WR Wealth Planners
Missouri
$4.4K – – –
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$4.37K – – –
CWA
220
Clearview Wealth Advisors
Oregon
$4.33K – – –
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$4.05K +$4.05K +51 New
KIG
222
Kessler Investment Group
Indiana
$4K – – –
AWM
223
AllSquare Wealth Management
New York
$3.97K – – –
FPFS
224
First Personal Financial Services
North Carolina
$3.17K – – –
MWM
225
MinichMacGregor Wealth Management
New York
$3.1K +$3.1K +39 New
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9
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