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First Trust Water ETF
FIW

Overview Fund Activity

236 hedge funds and large institutions have $664M invested in First Trust Water ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
95
Reduced
59
Closed
18
Calls
$531K
Puts
$230K
Net Calls
+$301K
Net Calls Change
-$611K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.52M
2
AWM
AE Wealth Management
Kansas
+$4.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.8M
4
GIA
Gladstone Institutional Advisory
Florida
+$3.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

1
RAM
Riggs Asset Management
Pennsylvania
-$3.76M
2
CWM
Castle Wealth Management
Florida
-$1.95M
3
MHS
M Holdings Securities
Oregon
-$1.82M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$1.6M
5
Stifel Financial
Stifel Financial
Missouri
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M +$2.38M +26,881 +2%
LPL Financial
2
LPL Financial
California
$51M +$4.52M +51,058 +10%
Bank of America
3
Bank of America
North Carolina
$39.7M +$1.01M +11,412 +3%
Wells Fargo
4
Wells Fargo
California
$34.2M +$1.13M +12,781 +3%
UBS Group
5
UBS Group
Switzerland
$28.9M +$485K +5,480 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$23.7M +$554K +6,253 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.9M +$3.8M +42,869 +24%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$15.7M -$691K -7,804 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$15M -$1.26M -14,211 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.1M +$799K +9,022 +6%
BHB
11
Bank Hapoalim BM
Israel
$13.4M +$1.96M +22,113 +17%
PL
12
Polianta Ltd
Jersey
$12.7M – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.4M -$53.9K -608 -0.5%
MD
14
Money Design
Japan
$11.3M -$607K -6,849 -5%
AAP
15
Arax Advisory Partners
Colorado
$10.6M +$180K +2,036 +2%
CCA
16
Clearwater Capital Advisors
Illinois
$10.3M -$254K -2,865 -2%
Stifel Financial
17
Stifel Financial
Missouri
$9.23M -$1.29M -14,597 -12%
Ameriprise
18
Ameriprise
Minnesota
$9.03M +$351K +3,963 +4%
Truist Financial
19
Truist Financial
North Carolina
$8.05M +$1.22M +13,810 +18%
RJA
20
Raymond James & Associates
Florida
$7.99M +$54.6K +616 +0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.34M -$435K -4,907 -6%
US Bancorp
22
US Bancorp
Minnesota
$7.2M -$26.3K -297 -0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.16M +$328K +3,698 +5%
KAS
24
Kestra Advisory Services
Texas
$5.25M +$1.09M +12,255 +26%
AWM
25
AE Wealth Management
Kansas
$5.24M +$4.5M +50,855 +611%
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