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First Trust Water ETF

297 hedge funds and large institutions have $866M invested in First Trust Water ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

0.63% more ownership

Funds ownership: 49.6%50.23% (+0.63%)

0% more funds holding

Funds holding: 296297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $882M → $866M (-$16.2M)

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
113
Reduced
92
Closed
19
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$105M -$11.1M -107,439 -9%
LPL Financial
2
LPL Financial
California
$85.1M +$3.32M +32,085 +4%
Bank of America
3
Bank of America
North Carolina
$45M -$243K -2,356 -0.5%
Wells Fargo
4
Wells Fargo
California
$43.4M -$5.7M -55,152 -11%
UBS Group
5
UBS Group
Switzerland
$43.1M -$2.18M -21,091 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$31.8M +$1.81M +17,539 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$22.9M +$4.28M +41,417 +22%
Stifel Financial
8
Stifel Financial
Missouri
$20.1M -$465K -4,502 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.2M -$50.3K -487 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M -$2.87M -27,722 -13%
AAP
11
Arax Advisory Partners
Colorado
$18M +$627K +6,063 +4%
Ameriprise
12
Ameriprise
Minnesota
$17.3M -$418K -4,042 -2%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$16M
PL
14
Polianta Ltd
Jersey
$14.5M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$13.4M +$948K +9,170 +7%
AAS
16
Ameritas Advisory Services
Nebraska
$11.9M +$2.63M +25,422 +27%
BHB
17
Bank Hapoalim BM
Israel
$11.1M
Truist Financial
18
Truist Financial
North Carolina
$10.8M +$98.7K +955 +0.9%
CCA
19
Clearwater Capital Advisors
Illinois
$10.7M +$328K +3,173 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.1M -$3.83M -37,100 -27%
US Bancorp
21
US Bancorp
Minnesota
$8.13M -$10.9K -105 -0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.47M +$563K +5,449 +8%
KPWS
23
Kestra Private Wealth Services
Texas
$7.05M +$340K +3,293 +5%
NA
24
NewEdge Advisors
Louisiana
$6.33M +$504K +4,880 +8%
KAS
25
Kestra Advisory Services
Texas
$6.29M -$844K -8,170 -12%

FIW Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q1 2025, worth a combined $866M — down 1.8% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIW positions and 19 closed out — a net gain of 7 holders — while 113 added to existing stakes and 92 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.28M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 297 institutional investors held First Trust Water ETF (FIW) as of Q1 2025, up from 296 in Q4 2024.
  • Funds reported $866M of First Trust Water ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 26 funds opened new First Trust Water ETF positions in Q1 2025 and 19 closed out, a net change of +7 holders.
  • The largest First Trust Water ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.28M added.
  • The largest First Trust Water ETF seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.