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First Trust Water ETF
FIW

Overview Fund Activity

109 hedge funds and large institutions have $200M invested in First Trust Water ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
38
Reduced
29
Closed
15
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$517K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.41M
2
MFM
MD Financial Management
Ontario, Canada
+$4.12M
3
BHB
Bank Hapoalim BM
Israel
+$4.11M
4
PA
Prism Advisors
California
+$3.44M
5
Morgan Stanley
Morgan Stanley
New York
+$2.75M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$7.13M
2
BCM
Beck Capital Management
Texas
-$3.6M
3
Wells Fargo
Wells Fargo
California
-$2.62M
4
Ameriprise
Ameriprise
Minnesota
-$2M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.2M +$2.75M +57,613 +8%
Bank of America
2
Bank of America
North Carolina
$19.8M +$5.41M +113,321 +38%
UBS Group
3
UBS Group
Switzerland
$15.5M +$91.5K +1,917 +0.6%
Wells Fargo
4
Wells Fargo
California
$12.5M -$2.62M -54,949 -17%
MFM
5
MD Financial Management
Ontario, Canada
$11M +$4.12M +86,203 +60%
BHB
6
Bank Hapoalim BM
Israel
$9.64M +$4.11M +86,000 +74%
PL
7
Polianta Ltd
Jersey
$9.64M – – –
US Bancorp
8
US Bancorp
Minnesota
$9.27M -$290K -6,075 -3%
PS
9
Portfolio Strategies
New York
$6.53M -$71.1K -1,490 -1%
DADC
10
D.A. Davidson & Co
Montana
$5.01M +$232K +4,865 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.79M +$67.5K +1,413 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.57M -$1.09M -22,740 -19%
LPL Financial
13
LPL Financial
California
$4.27M +$375K +7,855 +10%
RJA
14
Raymond James & Associates
Florida
$3.91M -$11.4K -238 -0.3%
PA
15
Prism Advisors
California
$3.44M +$3.44M +72,075 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.87M -$75.7K -1,586 -3%
CCA
17
Clearwater Capital Advisors
Illinois
$2.58M +$1.55M +32,366 +150%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.54M -$98.2K -2,057 -4%
Truist Financial
19
Truist Financial
North Carolina
$2.43M +$565K +11,834 +30%
Stifel Financial
20
Stifel Financial
Missouri
$2.19M +$25.6K +536 +1%
Jane Street
21
Jane Street
New York
$1.94M +$1.44M +30,159 +289%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.75M +$207K +4,663 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.74M +$1.74M +55,233 New
OC
24
Oppenheimer & Co
New York
$1.72M -$488K -10,227 -22%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.46M +$2.27K +44 +0.2%
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