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First Trust Water ETF

94 hedge funds and large institutions have $210M invested in First Trust Water ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
12
Increased
39
Reduced
15
Closed
10
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.5M +$5.36M +95,601 +17%
UBS Group
2
UBS Group
Switzerland
$18.8M +$33.4K +596 +0.2%
Bank of America
3
Bank of America
North Carolina
$16.7M -$56.6K -1,009 -0.3%
Wells Fargo
4
Wells Fargo
California
$15M +$2.88M +51,359 +24%
MFM
5
MD Financial Management
Ontario, Canada
$14M -$1.05M -18,777 -7%
PL
6
Polianta Ltd
Jersey
$11.3M +$11.3M +201,900 New
US Bancorp
7
US Bancorp
Minnesota
$10.2M +$771K +13,736 +8%
BHWA
8
Beacon Harbor Wealth Advisors
Virginia
$6.47M +$6.47M +115,863 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.9M +$2.57M +45,729 +77%
PS
10
Portfolio Strategies
New York
$5.8M +$5.8M +103,422 New
DADC
11
D.A. Davidson & Co
Montana
$5.7M +$5.7M +101,507 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.66M -$655K -11,681 -12%
RJA
13
Raymond James & Associates
Florida
$4.55M +$268K +4,778 +6%
LPL Financial
14
LPL Financial
California
$4.42M +$510K +9,089 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.34M +$1.88M +33,560 +77%
BHB
16
Bank Hapoalim BM
Israel
$4.28M
Ameriprise
17
Ameriprise
Minnesota
$3.35M +$2.5M +44,595 +296%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.05M -$5.84K -104 -0.2%
Stifel Financial
19
Stifel Financial
Missouri
$2.23M -$70.2K -1,252 -3%
OC
20
Oppenheimer & Co
New York
$2.19M +$162K +2,893 +8%
SB
21
Suntrust Banks
Georgia
$2.15M +$25.6K +456 +1%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.79M +$1.79M +32,452 New
NFG
23
Next Financial Group
Texas
$1.7M -$168K -2,996 -9%
CPIG
24
Chicago Partners Investment Group
Illinois
$1.62M +$1.49K +26 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.55M -$497K -8,850 -24%