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First Trust Water ETF

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
Net Calls
+$912K
Net Calls Change
+$666K
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
201
Oliver Lagore Vanvalin Investment Group
Michigan
$16.1K -$478K -5,717 -97%
CWM
202
Cranbrook Wealth Management
Michigan
$15.1K
LFG
203
Larson Financial Group
Missouri
$14.1K
TCOV
204
Trust Company of Vermont
Vermont
$12.5K
PCFFS
205
Pacific Center for Financial Services
California
$10.2K +$10.2K +122 New
KFS
206
Kelly Financial Services
Massachusetts
$10.2K +$1.84K +22 +22%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$9.79K +$9.79K +117 New
MA
208
Montag & Associates
Georgia
$9.02K
AA
209
AlphaMark Advisors
Kentucky
$8K
PP
210
PFS Partners
New Jersey
$7.88K
WAM
211
Worth Asset Management
Texas
$7.11K
AIC
212
Archer Investment Corporation
Indiana
$6.61K
LWA
213
Lowe Wealth Advisors
Maryland
$5.02K
WWP
214
WR Wealth Planners
Missouri
$4.64K +$83 +1 +2%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$4.6K
CWA
216
Clearview Wealth Advisors
Oregon
$4.57K
AWM
217
AllSquare Wealth Management
New York
$4.18K
KIG
218
Kessler Investment Group
Indiana
$4.01K
FPFS
219
First Personal Financial Services
North Carolina
$3.35K
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$1.92K -$2.34K -28 -55%
KFI
221
Key Financial Inc
Pennsylvania
$1.67K
IA
222
IFP Advisors
Florida
$1.4K -$29.4K -608 -95%
William Blair & Company
223
William Blair & Company
Illinois
$764
AWM
224
Avior Wealth Management
Nebraska
$334 +$334 +4 New
LC
225
Lindbrook Capital
California
$84