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First Trust Water ETF

293 hedge funds and large institutions have $878M invested in First Trust Water ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
120
Reduced
82
Closed
20
Calls
$459K
Puts
$1.11M
Net Calls
-$653K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
201
Brandywine Oak Private Wealth
Pennsylvania
$241K
GSEP
202
Golden State Equity Partners
California
$237K +$237K +2,319 New
TCPG
203
Trivant Custom Portfolio Group
California
$236K
AWM
204
Accel Wealth Management
Iowa
$236K
SOS
205
Silver Oak Securities
Tennessee
$232K +$232K +2,274 New
ST
206
Smithfield Trust
Pennsylvania
$232K
TWM
207
Tradition Wealth Management
Minnesota
$228K -$27.5K -270 -11%
TF
208
Tudor Financial
Ohio
$226K +$226K +2,210 New
BBL
209
Beck Bode LLC
Massachusetts
$225K -$145K -1,419 -39%
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
$225K
LMKC
211
L.M. Kohn & Company
Ohio
$225K +$102 +1 +0%
GDP
212
Great Diamond Partners
Maine
$224K +$612 +6 +0.3%
MSFS
213
Main Street Financial Solutions
Pennsylvania
$222K -$5.61K -55 -2%
IWM
214
IHT Wealth Management
Illinois
$221K +$221K +2,165 New
CWA
215
Crux Wealth Advisors
California
$220K +$220K +2,159 New
DL
216
DOHJ LLC
Washington
$220K -$113K -1,107 -34%
CA
217
Calton & Associates
Florida
$220K +$220K +2,155 New
TPCW
218
TD Private Client Wealth
New York
$219K +$47.8K +468 +28%
PWS
219
Proactive Wealth Strategies
Georgia
$219K +$510 +5 +0.2%
PA
220
Parallel Advisors
California
$218K +$44K +431 +25%
ZF
221
Zhang Financial
Michigan
$218K
CFGS
222
Concourse Financial Group Securities
Alabama
$213K
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$210K -$1.94K -19 -0.9%
TWP
224
Tempus Wealth Planning
California
$204K +$14K +137 +7%
MCM
225
MAI Capital Management
Ohio
$149K +$149K +1,462 New