FIW icon

First Trust Water ETF
FIW

Overview Fund Activity

124 hedge funds and large institutions have $316M invested in First Trust Water ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
49
Reduced
25
Closed
7
Calls
$216K
Puts
$469K
Net Calls
-$253K
Net Calls Change
+$19K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.34M
2
UBS Group
UBS Group
Switzerland
+$4.14M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.83M
4
LPL Financial
LPL Financial
California
+$1.48M
5
NFG
Next Financial Group
Texas
+$1.33M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$4.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.6M
3
MFM
MD Financial Management
Ontario, Canada
-$989K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$853K
5
SWP
Stratos Wealth Partners
Ohio
-$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.4M +$279K +3,871 +0.6%
UBS Group
2
UBS Group
Switzerland
$24M +$4.14M +57,455 +21%
Bank of America
3
Bank of America
North Carolina
$20.8M +$817K +11,324 +4%
Wells Fargo
4
Wells Fargo
California
$20.3M +$5.34M +74,044 +36%
MFM
5
MD Financial Management
Ontario, Canada
$16M -$989K -13,719 -6%
GM
6
Granger Management
New York
$15.7M +$15.7M +217,160 New
BHB
7
Bank Hapoalim BM
Israel
$14.6M – – –
PL
8
Polianta Ltd
Jersey
$14.6M – – –
LPL Financial
9
LPL Financial
California
$11.7M +$1.48M +20,576 +15%
DADC
10
D.A. Davidson & Co
Montana
$8.59M +$235K +3,263 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.54M +$43.6K +605 +0.5%
CCA
12
Clearwater Capital Advisors
Illinois
$6.97M +$944K +13,087 +16%
US Bancorp
13
US Bancorp
Minnesota
$6.97M -$4.01M -55,646 -37%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.6M -$192K -2,669 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.22M +$293K +4,068 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.87M +$1.13M +15,636 +30%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.74M +$478K +6,629 +11%
RJA
18
Raymond James & Associates
Florida
$4.27M -$335K -4,645 -7%
Truist Financial
19
Truist Financial
North Carolina
$4.04M +$148K +2,056 +4%
BA
20
Bridge Advisory
California
$3.75M +$3.75M +51,957 New
SPIA
21
Steward Partners Investment Advisory
New York
$3.71M +$1.12M +15,466 +43%
PA
22
Prism Advisors
California
$3.13M -$57.4K -796 -2%
Ameriprise
23
Ameriprise
Minnesota
$2.62M +$571K +7,924 +28%
OC
24
Oppenheimer & Co
New York
$2.53M -$142K -1,965 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.33M +$256K +3,551 +12%
1
2 3 4 5