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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Calton & Associates
Florida
$219K -$6.1K -61 -3%
SP
202
Sequent Planning
Nebraska
$218K +$218K +2,221 New
Wealthfront Advisers
203
Wealthfront Advisers
California
$210K +$210K +2,104 New
RIA
204
Realta Investment Advisors
Delaware
$206K +$206K +2,063 New
PA
205
Parallel Advisors
California
$171K +$800 +8 +0.5%
TPCW
206
TD Private Client Wealth
New York
$158K -$5.8K -58 -4%
PWM
207
Partnership Wealth Management
Maryland
$155K -$13.3K -133 -8%
RAM
208
Riggs Asset Management
Pennsylvania
$154K – – –
TWC
209
TD Waterhouse Canada
Ontario, Canada
$138K – – –
FP
210
Financial Perspectives
Minnesota
$137K +$24K +240 +21%
WT
211
Whittier Trust
California
$125K – – –
CFGS
212
Concourse Financial Group Securities
Alabama
$120K – – –
LFG
213
Larson Financial Group
Missouri
$119K +$102K +1,015 +597%
AF
214
Advisornet Financial
Minnesota
$114K – – –
CA
215
Continuum Advisory
Idaho
$112K – – –
RFG
216
REAP Financial Group
Texas
$107K -$16.4K -164 -13%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$100K +$49.5K +500 +98%
CA
218
Clearstead Advisors
Ohio
$82.3K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$81.7K +$81.7K +817 New
HF
220
Halpern Financial
Virginia
$81K – – –
AF
221
Allworth Financial
California
$79.2K -$29.1K -281 -27%
WTC
222
WhitTier Trust Company
Nevada
$68.7K – – –
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.1K +$7K +70 +11%
SIC
224
Salem Investment Counselors
North Carolina
$65K – – –
FLPIM
225
F.L. Putnam Investment Management
Massachusetts
$64.7K +$64.7K +647 New
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