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First Trust Water ETF
FIW

Overview Fund Activity

226 hedge funds and large institutions have $575M invested in First Trust Water ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
82
Reduced
73
Closed
19
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
LPL Financial
LPL Financial
California
+$1.18M
5
MD
Money Design
Japan
+$867K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.97M
3
GIA
Gladstone Institutional Advisory
Florida
-$3.84M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
5
Truist Financial
Truist Financial
North Carolina
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.8M +$5.59M +66,853 +6%
LPL Financial
2
LPL Financial
California
$43.9M +$1.18M +14,092 +3%
Bank of America
3
Bank of America
North Carolina
$36.5M -$871K -10,414 -2%
Wells Fargo
4
Wells Fargo
California
$31.2M -$4.71M -56,378 -13%
UBS Group
5
UBS Group
Switzerland
$26.9M +$1.73M +20,653 +7%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$15.5M -$116K -1,385 -0.7%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.3M -$319K -3,814 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.2M +$1.74M +20,816 +13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.6M -$417K -4,988 -3%
PL
10
Polianta Ltd
Jersey
$12M – – –
MD
11
Money Design
Japan
$11.2M +$867K +10,365 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.9M -$467K -5,585 -4%
BHB
13
Bank Hapoalim BM
Israel
$10.8M – – –
CCA
14
Clearwater Capital Advisors
Illinois
$9.96M -$879K -10,509 -8%
Stifel Financial
15
Stifel Financial
Missouri
$9.94M -$345K -4,121 -3%
AAP
16
Arax Advisory Partners
Colorado
$9.86M +$293K +3,498 +3%
Ameriprise
17
Ameriprise
Minnesota
$8.11M +$223K +2,696 +3%
RJA
18
Raymond James & Associates
Florida
$7.49M -$720K -8,605 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.34M +$39.2K +469 +0.5%
US Bancorp
20
US Bancorp
Minnesota
$6.82M +$41.8K +500 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.45M +$708K +8,460 +12%
Truist Financial
22
Truist Financial
North Carolina
$6.45M -$2.48M -29,620 -28%
PAG
23
Private Advisor Group
New Jersey
$4.46M +$57K +681 +1%
KAS
24
Kestra Advisory Services
Texas
$3.93M -$16K -191 -0.4%
SPIA
25
Steward Partners Investment Advisory
New York
$3.9M -$149K -1,786 -4%
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