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First Trust Water ETF
FIW

Overview Fund Activity

84 hedge funds and large institutions have $139M invested in First Trust Water ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
31
Reduced
11
Closed
8
Calls
$712K
Puts
$1.84M
Net Calls
-$1.13M
Net Calls Change
-$466K

Top Buyers

1
SWM
Segment Wealth Management
Texas
+$2.87M
2
Morgan Stanley
Morgan Stanley
New York
+$2.74M
3
Wells Fargo
Wells Fargo
California
+$2.67M
4
Jane Street
Jane Street
New York
+$2.56M
5
AI
Atria Investments
North Carolina
+$516K

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
-$5.1M
2
Bank of America
Bank of America
North Carolina
-$571K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$281K
4
CWM
Confluence Wealth Management
Oregon
-$275K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.6M +$2.74M +53,877 +11%
UBS Group
2
UBS Group
Switzerland
$18.3M +$104K +2,053 +0.6%
Wells Fargo
3
Wells Fargo
California
$16.7M +$2.67M +52,472 +19%
FA
4
Forefront Analytics
Pennsylvania
$11.1M -$5.1M -100,260 -31%
CWM
5
Cornerstone Wealth Management
Missouri
$9.41M -$170K -7,889 -2%
Bank of America
6
Bank of America
North Carolina
$7.68M -$571K -11,232 -7%
US Bancorp
7
US Bancorp
Minnesota
$7.13M +$154K +3,019 +2%
RJA
8
Raymond James & Associates
Florida
$3.2M +$57.5K +1,130 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.02M +$37.5K +737 +1%
SWM
10
Segment Wealth Management
Texas
$2.87M +$2.87M +56,430 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.7M +$288K +5,667 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.69M +$83.3K +1,638 +3%
Jane Street
13
Jane Street
New York
$2.56M +$2.56M +50,219 New
LPL Financial
14
LPL Financial
California
$2.42M +$275K +5,401 +13%
Stifel Financial
15
Stifel Financial
Missouri
$2.29M +$38.9K +763 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.27M +$439K +8,621 +24%
SB
17
Suntrust Banks
Georgia
$1.49M +$145K +2,850 +11%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.45M +$165K +3,667 +13%
DADC
19
D.A. Davidson & Co
Montana
$1.36M -$1.73K -34 -0.1%
IFA
20
Interactive Financial Advisors
Illinois
$1.28M -$559 -11 -0%
OC
21
Oppenheimer & Co
New York
$1.2M +$50.3K +989 +4%
Ameriprise
22
Ameriprise
Minnesota
$1.07M -$21.9K -431 -2%
AWA
23
Acorn Wealth Advisors
Michigan
$790K +$45.4K +976 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$766K +$222K +4,360 +41%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$734K +$109K +2,135 +17%
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