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First Trust Water ETF
FIW

Overview Fund Activity

269 hedge funds and large institutions have $799M invested in First Trust Water ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+4
Holders Change %
+1.51%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
122
Reduced
69
Closed
20
Calls
$309K
Puts
$330K
Net Calls
-$21K
Net Calls Change
+$510K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.1M
2
LPL Financial
LPL Financial
California
+$6M
3
DADC
D.A. Davidson & Co
Montana
+$5.77M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.72M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$8.21M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.12M
3
GAA
Global Assets Advisory
Florida
-$2.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34M
5
MD
Money Design
Japan
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M +$2.62M +26,164 +2%
LPL Financial
2
LPL Financial
California
$69.4M +$6M +59,991 +9%
Wells Fargo
3
Wells Fargo
California
$50.7M +$8.1M +80,967 +19%
Bank of America
4
Bank of America
North Carolina
$39.7M +$3.59M +35,878 +10%
UBS Group
5
UBS Group
Switzerland
$34.6M +$783K +7,831 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$31.2M +$925K +9,250 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.2M -$98.3K -983 -0.5%
Stifel Financial
8
Stifel Financial
Missouri
$20.8M +$2.64M +26,435 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.6M +$180K +1,803 +1%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$16.3M -$1.26M -12,598 -7%
PL
11
Polianta Ltd
Jersey
$14.4M – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.1M +$5.72M +57,253 +69%
AAP
13
Arax Advisory Partners
Colorado
$13M -$174K -1,744 -1%
Ameriprise
14
Ameriprise
Minnesota
$12.3M +$1.16M +11,666 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$11.3M +$301K +3,015 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.1M +$338K +3,378 +3%
BHB
17
Bank Hapoalim BM
Israel
$11M – – –
Truist Financial
18
Truist Financial
North Carolina
$10.1M -$418K -4,176 -4%
CCA
19
Clearwater Capital Advisors
Illinois
$10.1M -$182K -1,818 -2%
RJA
20
Raymond James & Associates
Florida
$8.31M -$731K -7,312 -8%
US Bancorp
21
US Bancorp
Minnesota
$8.09M -$66K -660 -0.8%
AAS
22
Avantax Advisory Services
Texas
$7.76M +$102K +1,021 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.56M -$5.12M -51,217 -40%
DADC
24
D.A. Davidson & Co
Montana
$7.47M +$5.77M +57,749 +340%
KAS
25
Kestra Advisory Services
Texas
$7.26M +$378K +3,780 +5%
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