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First Trust Water ETF
FIW

Overview Fund Activity

99 hedge funds and large institutions have $210M invested in First Trust Water ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
30
Reduced
32
Closed
18
Calls
$224K
Puts
$442K
Net Calls
-$218K
Net Calls Change
-$495K

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$1.53M
2
LPL Financial
LPL Financial
California
+$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.16M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$826K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.07M
2
PS
Portfolio Strategies
New York
-$7.06M
3
Morgan Stanley
Morgan Stanley
New York
-$5.25M
4
Wells Fargo
Wells Fargo
California
-$3.38M
5
Stifel Financial
Stifel Financial
Missouri
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.8M -$5.25M -94,323 -13%
UBS Group
2
UBS Group
Switzerland
$17.5M -$565K -10,144 -3%
Bank of America
3
Bank of America
North Carolina
$15M -$8.07M -144,872 -35%
MFM
4
MD Financial Management
Ontario, Canada
$13.2M +$370K +6,634 +3%
BHB
5
Bank Hapoalim BM
Israel
$11.3M – – –
PL
6
Polianta Ltd
Jersey
$11.2M – – –
Wells Fargo
7
Wells Fargo
California
$11.2M -$3.38M -60,676 -23%
US Bancorp
8
US Bancorp
Minnesota
$10.2M -$570K -10,237 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.42M +$826K +14,829 +15%
LPL Financial
10
LPL Financial
California
$6.37M +$1.4M +25,058 +28%
DADC
11
D.A. Davidson & Co
Montana
$5.86M +$9.41K +169 +0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.55M -$776K -13,925 -15%
CCA
13
Clearwater Capital Advisors
Illinois
$4.54M +$1.53M +27,445 +51%
PA
14
Prism Advisors
California
$4.07M +$50.9K +913 +1%
RJA
15
Raymond James & Associates
Florida
$3.86M -$703K -12,628 -15%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.51M +$163K +2,930 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.05M +$80.3K +1,442 +3%
Truist Financial
18
Truist Financial
North Carolina
$2.81M -$30.7K -551 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.69M -$387K -6,943 -13%
MIAN
20
Mariner Independent Advisor Network
Kansas
$2.42M +$238K +4,296 +11%
OC
21
Oppenheimer & Co
New York
$1.92M -$85.4K -1,533 -4%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.7M +$3.41K +57 +0.2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.59M +$221K +3,967 +16%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.55M +$93.3K +1,674 +6%
IFA
25
Interactive Financial Advisors
Illinois
$1.36M -$11.6K -208 -0.8%
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