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First Trust Water ETF

265 hedge funds and large institutions have $796M invested in First Trust Water ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
108
Reduced
69
Closed
22
Calls
$245K
Puts
$776K
Net Calls
-$531K
Net Calls Change
-$919K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M -$117M -1,149,155 -52%
LPL Financial
2
LPL Financial
California
$64.8M +$4.13M +40,425 +7%
Wells Fargo
3
Wells Fargo
California
$43.5M -$4.13M -40,485 -9%
Bank of America
4
Bank of America
North Carolina
$36.9M +$245K +2,401 +0.7%
UBS Group
5
UBS Group
Switzerland
$34.6M +$3.08M +30,171 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$30.9M +$3.17M +31,078 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.8M +$3.62M +35,472 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.8M +$1.24M +12,121 +7%
Stifel Financial
9
Stifel Financial
Missouri
$18.6M +$1.17M +11,493 +7%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$17.9M
PL
11
Polianta Ltd
Jersey
$14.7M
AAP
12
Arax Advisory Partners
Colorado
$13.5M +$286K +2,802 +2%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$13.3M +$2.04M +19,270 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.9M -$3.6M -35,257 -22%
Ameriprise
15
Ameriprise
Minnesota
$11.4M +$51.9K +508 +0.5%
BHB
16
Bank Hapoalim BM
Israel
$11.3M +$840K +8,231 +8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.2M +$3.02M +29,585 +37%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11M -$2.84M -27,862 -21%
Truist Financial
19
Truist Financial
North Carolina
$10.7M +$666K +6,520 +7%
CCA
20
Clearwater Capital Advisors
Illinois
$10.5M -$125K -1,225 -1%
RJA
21
Raymond James & Associates
Florida
$9.24M -$502K -4,918 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.5M +$971K +9,506 +13%
US Bancorp
23
US Bancorp
Minnesota
$8.33M -$1.74K -17 -0%
CA
24
Cetera Advisors
Colorado
$7.97M +$6.76M +66,197 +556%
AAS
25
Avantax Advisory Services
Texas
$7.82M +$3.6M +35,242 +85%