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First Trust Water ETF
FIW

Overview Fund Activity

140 hedge funds and large institutions have $368M invested in First Trust Water ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
58
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.73M
2
GM
Granger Management
New York
+$6.71M
3
Bank of America
Bank of America
North Carolina
+$5.75M
4
AWM
AE Wealth Management
Kansas
+$4.78M
5
Stifel Financial
Stifel Financial
Missouri
+$3.06M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$8.14M
2
Wells Fargo
Wells Fargo
California
-$3.73M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.38M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.74M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.3M +$6.73M +86,123 +13%
Bank of America
2
Bank of America
North Carolina
$28.3M +$5.75M +73,580 +26%
UBS Group
3
UBS Group
Switzerland
$26.5M +$502K +6,415 +2%
GM
4
Granger Management
New York
$23.7M +$6.71M +85,852 +40%
Wells Fargo
5
Wells Fargo
California
$18.3M -$3.73M -47,683 -17%
PL
6
Polianta Ltd
Jersey
$15.8M – – –
LPL Financial
7
LPL Financial
California
$15.2M +$2.51M +32,100 +20%
MFM
8
MD Financial Management
Ontario, Canada
$11.5M -$384K -7,208 -3%
DADC
9
D.A. Davidson & Co
Montana
$10.1M +$814K +10,412 +9%
CCA
10
Clearwater Capital Advisors
Illinois
$8.82M +$1.27M +16,211 +17%
BHB
11
Bank Hapoalim BM
Israel
$7.65M -$8.14M -104,103 -52%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.88M -$2.38M -30,416 -26%
US Bancorp
13
US Bancorp
Minnesota
$6.7M -$854K -10,925 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.55M +$478K +6,119 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.32M +$1.19M +15,207 +23%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.1M +$447K +5,715 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.01M +$727K +9,292 +14%
Truist Financial
18
Truist Financial
North Carolina
$5.2M +$813K +10,393 +19%
AWM
19
AE Wealth Management
Kansas
$5.09M +$4.78M +61,139 +1,549%
RJA
20
Raymond James & Associates
Florida
$5.08M +$457K +5,844 +10%
SPIA
21
Steward Partners Investment Advisory
New York
$4.89M +$873K +11,166 +22%
Stifel Financial
22
Stifel Financial
Missouri
$4.23M +$3.06M +39,129 +263%
BA
23
Bridge Advisory
California
$4.02M -$43.6K -557 -1%
Ameriprise
24
Ameriprise
Minnesota
$3.44M +$586K +7,461 +21%
PA
25
Prism Advisors
California
$3.4M – – –
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