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First Trust Water ETF
FIW

Overview Fund Activity

280 hedge funds and large institutions have $915M invested in First Trust Water ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
111
Reduced
85
Closed
22
Calls
$546K
Puts
$1.45M
Net Calls
-$908K
Net Calls Change
-$887K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.7M
2
KPWS
Kestra Private Wealth Services
Texas
+$6.73M
3
AAS
Ameritas Advisory Services
Nebraska
+$4.91M
4
AAP
Arax Advisory Partners
Colorado
+$4.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.07M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.61M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.52M
5
VCM
Virtue Capital Management
Tennessee
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$121M +$1.78M +16,287 +1%
LPL Financial
2
LPL Financial
California
$79.9M +$3.94M +36,071 +5%
Wells Fargo
3
Wells Fargo
California
$53.7M -$1.71M -15,658 -3%
UBS Group
4
UBS Group
Switzerland
$49.5M +$11.7M +106,690 +31%
Bank of America
5
Bank of America
North Carolina
$46.6M +$3.15M +28,836 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$32.4M -$1.67M -15,238 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.3M +$4.07M +37,236 +18%
Stifel Financial
8
Stifel Financial
Missouri
$22.4M -$371K -3,397 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.7M +$1.37M +12,563 +7%
AAP
10
Arax Advisory Partners
Colorado
$18.4M +$4.21M +38,490 +30%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$17.5M -$365K -3,338 -2%
PL
12
Polianta Ltd
Jersey
$15.7M – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.4M +$23.4K +214 +0.2%
Ameriprise
14
Ameriprise
Minnesota
$14.8M +$1.3M +11,923 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$13.2M +$854K +7,808 +7%
BHB
16
Bank Hapoalim BM
Israel
$12.1M – – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.5M -$671K -6,136 -6%
CCA
18
Clearwater Capital Advisors
Illinois
$11.2M +$211K +1,928 +2%
Truist Financial
19
Truist Financial
North Carolina
$10.7M -$385K -3,526 -3%
AAS
20
Avantax Advisory Services
Texas
$8.87M +$377K +3,449 +4%
US Bancorp
21
US Bancorp
Minnesota
$8.84M -$14.7K -134 -0.2%
RJA
22
Raymond James & Associates
Florida
$8.84M -$254K -2,324 -3%
DADC
23
D.A. Davidson & Co
Montana
$8.1M -$66.9K -612 -0.8%
AAS
24
Ameritas Advisory Services
Nebraska
$7.89M +$4.91M +44,910 +165%
KAS
25
Kestra Advisory Services
Texas
$7.6M -$341K -3,120 -4%
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