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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
201
Migdal Insurance & Financial Holdings
Israel
$48K – – –
RFA
202
Resurgent Financial Advisors
Georgia
$43.5K -$41.7K -471 -49%
EA
203
Evolution Advisers
Virginia
$40K – – –
IGWM
204
ICA Group Wealth Management
Colorado
$36.2K – – –
RCM
205
Raleigh Capital Management
North Carolina
$35.2K – – –
TSWM
206
Tyler-Stone Wealth Management
Ohio
$29K +$29K +330 New
RWPA
207
Richard W. Paul & Associates
Michigan
$25.5K +$444 +5 +2%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$25.3K -$19.1K -216 -43%
OA
209
Operose Advisors
Wisconsin
$22.1K – – –
CIA
210
Cape Investment Advisory
Georgia
$17.9K – – –
GWM
211
Geneos Wealth Management
Colorado
$16K -$13.3K -150 -45%
CWM
212
Cranbrook Wealth Management
Michigan
$15.9K – – –
LFG
213
Larson Financial Group
Missouri
$15K – – –
TCOV
214
Trust Company of Vermont
Vermont
$13.3K – – –
PCFFS
215
Pacific Center for Financial Services
California
$10.8K – – –
MA
216
Montag & Associates
Georgia
$9.55K – – –
AA
217
AlphaMark Advisors
Kentucky
$9K – – –
KFS
218
Kelly Financial Services
Massachusetts
$8.86K -$1.95K -22 -18%
PP
219
PFS Partners
New Jersey
$8.37K – – –
WAM
220
Worth Asset Management
Texas
$7.53K – – –
OLVIG
221
Oliver Lagore Vanvalin Investment Group
Michigan
$7.13K -$9.77K -111 -58%
AIC
222
Archer Investment Corporation
Indiana
$7K – – –
LWA
223
Lowe Wealth Advisors
Maryland
$5.31K – – –
WWP
224
WR Wealth Planners
Missouri
$4.93K – – –
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$4.87K – – –
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9
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