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First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
201
L.M. Kohn & Company
Ohio
$240K -$20.1K -184 -8%
Wealthfront Advisers
202
Wealthfront Advisers
California
$240K +$9.62K +88 +4%
GDP
203
Great Diamond Partners
Maine
$239K -$7.43K -68 -3%
Citadel Advisors
204
Citadel Advisors
Florida
$238K +$238K +2,176 New
MMA
205
Miracle Mile Advisors
California
$236K +$236K +2,161 New
PWS
206
Proactive Wealth Strategies
Georgia
$234K +$234K +2,143 New
ZF
207
Zhang Financial
Michigan
$233K +$233K +2,133 New
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$225K -$12.6K -116 -5%
CFGS
209
Concourse Financial Group Securities
Alabama
$219K +$88.3K +808 +68%
BFWM
210
Bright Futures Wealth Management
New York
$218K -$10.8K -101 -5%
TA
211
TFB Advisors
Kansas
$217K +$217K +1,988 New
CA
212
Cambridge Advisors
Nebraska
$214K +$214K +1,956 New
PWA
213
PCG Wealth Advisors
Kansas
$214K +$214K +1,953 New
JWCA
214
J.W. Cole Advisors
Florida
$204K +$204K +1,866 New
TWP
215
Tempus Wealth Planning
California
$203K +$203K +1,858 New
PA
216
Parallel Advisors
California
$187K – – –
TPCW
217
TD Private Client Wealth
New York
$184K +$10.8K +99 +6%
PWM
218
Partnership Wealth Management
Maryland
$170K – – –
TWC
219
TD Waterhouse Canada
Ontario, Canada
$152K – – –
FP
220
Financial Perspectives
Minnesota
$150K +$109 +1 +0.1%
TRCT
221
Tower Research Capital (TRC)
New York
$144K +$54.3K +497 +61%
WT
222
Whittier Trust
California
$137K – – –
LFG
223
Larson Financial Group
Missouri
$130K +$219 +2 +0.2%
AF
224
Advisornet Financial
Minnesota
$126K +$765 +7 +0.6%
CA
225
Continuum Advisory
Idaho
$117K -$3.66K -34 -3%
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9
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