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First Trust Water ETF
FIW

Overview Fund Activity

55 hedge funds and large institutions have $87.1M invested in First Trust Water ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
2
Calls
–
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$366K

Top Buyers

1
CPIG
Chicago Partners Investment Group
Illinois
+$1.21M
2
Morgan Stanley
Morgan Stanley
New York
+$825K
3
SWM
Segment Wealth Management
Texas
+$645K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$612K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$533K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.06M
2
UBS Group
UBS Group
Switzerland
-$430K
3
LPL Financial
LPL Financial
California
-$104K
4
Creative Planning
Creative Planning
Kansas
-$37K
5
CWM
Cornerstone Wealth Management
Missouri
-$27.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.5M +$825K +18,204 +4%
UBS Group
2
UBS Group
Switzerland
$15.9M -$430K -9,497 -3%
Wells Fargo
3
Wells Fargo
California
$12.8M -$5.06M -111,715 -28%
Bank of America
4
Bank of America
North Carolina
$7.22M +$349K +7,699 +5%
US Bancorp
5
US Bancorp
Minnesota
$4.82M +$438K +9,667 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.23M +$612K +13,495 +38%
Comerica Bank
7
Comerica Bank
Texas
$2.12M – – –
Stifel Financial
8
Stifel Financial
Missouri
$1.85M +$19.8K +435 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.79M +$72.4K +1,598 +4%
RJA
10
Raymond James & Associates
Florida
$1.65M +$257K +5,673 +18%
LPL Financial
11
LPL Financial
California
$1.4M -$104K -2,302 -7%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.28M +$1.21M +26,694 +1,618%
IFA
13
Interactive Financial Advisors
Illinois
$1.27M +$43.9K +968 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.15M +$154K +3,402 +15%
Jane Street
15
Jane Street
New York
$1.08M +$354K +7,803 +49%
DADC
16
D.A. Davidson & Co
Montana
$1.08M +$93K +2,053 +9%
OC
17
Oppenheimer & Co
New York
$923K +$50.2K +1,108 +6%
Ameriprise
18
Ameriprise
Minnesota
$655K +$194K +4,273 +42%
MML Investors Services
19
MML Investors Services
Massachusetts
$646K +$17.2K +380 +3%
SWM
20
Segment Wealth Management
Texas
$645K +$645K +14,240 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$533K +$533K +11,750 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$516K +$190K +4,192 +59%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$505K +$33K +728 +7%
TAM
24
Tocqueville Asset Management
New York
$458K – – –
CWM
25
Cornerstone Wealth Management
Missouri
$439K -$27.3K -585 -6%
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