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First Trust Water ETF
FIW

Overview Fund Activity

109 hedge funds and large institutions have $240M invested in First Trust Water ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
45
Reduced
14
Closed
4
Calls
–
Puts
$240K
Net Calls
-$240K
Net Calls Change
+$1.06M

Top Buyers

1
BCM
Beck Capital Management
Texas
+$3.6M
2
Wells Fargo
Wells Fargo
California
+$3.05M
3
BHB
Bank Hapoalim BM
Israel
+$2.4M
4
Truist Financial
Truist Financial
North Carolina
+$2.34M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.12M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$6.35M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$784K
4
UBS Group
UBS Group
Switzerland
-$681K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.8M +$702K +11,707 +2%
UBS Group
2
UBS Group
Switzerland
$19.4M -$681K -11,367 -3%
Wells Fargo
3
Wells Fargo
California
$19M +$3.05M +50,839 +19%
Bank of America
4
Bank of America
North Carolina
$18.1M +$197K +3,292 +1%
PL
5
Polianta Ltd
Jersey
$12.1M – – –
US Bancorp
6
US Bancorp
Minnesota
$12M +$1.16M +19,323 +11%
MFM
7
MD Financial Management
Ontario, Canada
$8.59M -$6.35M -105,941 -43%
PS
8
Portfolio Strategies
New York
$8.29M +$2.08M +34,769 +34%
BHWA
9
Beacon Harbor Wealth Advisors
Virginia
$7.13M +$181K +3,027 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.1M +$2.12M +35,390 +43%
BHB
11
Bank Hapoalim BM
Israel
$6.95M +$2.4M +40,000 +53%
DADC
12
D.A. Davidson & Co
Montana
$6M -$82.6K -1,377 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.93M +$1.3M +21,691 +28%
RJA
14
Raymond James & Associates
Florida
$4.93M +$62.1K +1,036 +1%
LPL Financial
15
LPL Financial
California
$4.89M +$164K +2,738 +3%
Ameriprise
16
Ameriprise
Minnesota
$3.82M +$243K +4,049 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.7M -$2.61M -43,506 -41%
BCM
18
Beck Capital Management
Texas
$3.6M +$3.6M +60,074 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.32M +$63.3K +1,056 +2%
OC
20
Oppenheimer & Co
New York
$2.77M +$433K +7,223 +19%
Stifel Financial
21
Stifel Financial
Missouri
$2.71M +$332K +5,547 +14%
Truist Financial
22
Truist Financial
North Carolina
$2.34M +$2.34M +39,056 New
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.08M +$136K +2,272 +7%
CPIG
24
Chicago Partners Investment Group
Illinois
$1.76M +$1.8K +29 +0.1%
Citadel Advisors
25
Citadel Advisors
Florida
$1.73M +$1.73M +28,788 New
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