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First Trust Water ETF

259 hedge funds and large institutions have $817M invested in First Trust Water ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
84
Reduced
88
Closed
11
Calls
$388K
Puts
Net Calls
+$388K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$210M +$103M +1,087,151 +97%
LPL Financial
2
LPL Financial
California
$56.3M -$3.14M -33,171 -5%
Wells Fargo
3
Wells Fargo
California
$44.2M +$6.02M +63,528 +16%
Bank of America
4
Bank of America
North Carolina
$34M -$466K -4,912 -1%
UBS Group
5
UBS Group
Switzerland
$29.2M +$21.6K +228 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.8M -$176K -1,856 -0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.9M -$2.38M -25,149 -12%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$16.6M -$336K -3,541 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.3M +$28.3K +298 +0.2%
Stifel Financial
10
Stifel Financial
Missouri
$16.1M +$6.74M +71,131 +72%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.4M -$1.89M -19,945 -11%
PL
12
Polianta Ltd
Jersey
$13.6M
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.9M +$539K +5,683 +4%
AAP
14
Arax Advisory Partners
Colorado
$12.2M +$671K +7,083 +6%
Ameriprise
15
Ameriprise
Minnesota
$10.6M +$855K +9,019 +9%
BHB
16
Bank Hapoalim BM
Israel
$10.5M
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$10M +$8.43M +89,643 +536%
CCA
18
Clearwater Capital Advisors
Illinois
$9.86M -$355K -3,745 -3%
Truist Financial
19
Truist Financial
North Carolina
$9.36M +$406K +4,285 +5%
RJA
20
Raymond James & Associates
Florida
$9.04M +$399K +4,209 +5%
US Bancorp
21
US Bancorp
Minnesota
$7.74M -$46.1K -486 -0.6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$7.63M -$194K -2,043 -2%
MD
23
Money Design
Japan
$7.1M -$3.22M -33,956 -31%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.99M -$1.06M -11,222 -13%
PAG
25
Private Advisor Group
New Jersey
$6.24M +$332K +3,499 +6%