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First Trust Water ETF
FIW

Overview Fund Activity

238 hedge funds and large institutions have $628M invested in First Trust Water ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
107
Reduced
64
Closed
16
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$138K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
2
LPL Financial
LPL Financial
California
+$4.27M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
4
Goldman Sachs
Goldman Sachs
New York
+$2.84M
5
SIM
Seaview Investment Managers
Florida
+$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.93M
2
BHB
Bank Hapoalim BM
Israel
-$4.05M
3
Morgan Stanley
Morgan Stanley
New York
-$3.79M
4
AWM
AE Wealth Management
Kansas
-$2.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.2M -$3.79M -45,842 -4%
LPL Financial
2
LPL Financial
California
$51.9M +$4.27M +51,616 +9%
Wells Fargo
3
Wells Fargo
California
$33.3M +$1.4M +16,975 +4%
Bank of America
4
Bank of America
North Carolina
$30.1M -$6.93M -83,758 -19%
UBS Group
5
UBS Group
Switzerland
$25.5M -$1.53M -18,513 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$22.6M +$507K +6,123 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.8M -$1.8M -21,747 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$15M +$1.07M +12,957 +8%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$14.8M +$134K +1,619 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.2M +$1.05M +12,662 +8%
PL
11
Polianta Ltd
Jersey
$11.9M – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.8M +$72.6K +877 +0.7%
AAP
13
Arax Advisory Partners
Colorado
$10.1M +$167K +2,019 +2%
MD
14
Money Design
Japan
$9.01M -$1.5M -18,136 -14%
CCA
15
Clearwater Capital Advisors
Illinois
$8.92M -$705K -8,524 -7%
Ameriprise
16
Ameriprise
Minnesota
$8.51M +$47.6K +573 +0.6%
BHB
17
Bank Hapoalim BM
Israel
$8.45M -$4.05M -48,887 -32%
Stifel Financial
18
Stifel Financial
Missouri
$8.2M -$425K -5,137 -5%
Truist Financial
19
Truist Financial
North Carolina
$7.82M +$296K +3,575 +4%
RJA
20
Raymond James & Associates
Florida
$7.54M +$80.3K +970 +1%
MWM
21
MinichMacGregor Wealth Management
New York
$7.21M +$7.21M +87,146 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.03M +$175K +2,110 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.83M +$141K +1,701 +2%
US Bancorp
24
US Bancorp
Minnesota
$6.79M +$68.6K +829 +1%
KAS
25
Kestra Advisory Services
Texas
$5.53M +$619K +7,476 +13%
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