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First Trust Water ETF

296 hedge funds and large institutions have $937M invested in First Trust Water ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 102

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $866M → $937M (+$71.4M)

0.35% more ownership

Funds ownership: 50.23%50.58% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 297296 (-1)

Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
120
Reduced
102
Closed
24
Calls
$508K
Puts
Net Calls
+$508K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$5.92M +57,467 +5%
LPL Financial
2
LPL Financial
California
$94.2M +$2.86M +27,764 +3%
Bank of America
3
Bank of America
North Carolina
$50.7M +$2.33M +22,581 +5%
UBS Group
4
UBS Group
Switzerland
$44.8M -$1.27M -12,364 -3%
Wells Fargo
5
Wells Fargo
California
$42.9M -$3.4M -33,022 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$33.1M -$977K -9,486 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$23.8M -$757K -7,355 -3%
Stifel Financial
8
Stifel Financial
Missouri
$22.9M +$1.31M +12,724 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.5M +$835K +8,110 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.6M -$19.3K -187 -0.1%
AAP
11
Arax Advisory Partners
Colorado
$19.5M +$180K +1,745 +1%
Ameriprise
12
Ameriprise
Minnesota
$18.1M -$451K -4,376 -3%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$17.7M +$435K +4,224 +3%
PL
14
Polianta Ltd
Jersey
$15.5M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$14.3M -$113K -1,101 -0.8%
AAS
16
Ameritas Advisory Services
Nebraska
$12.9M +$177K +1,722 +1%
CCA
17
Clearwater Capital Advisors
Illinois
$11.5M +$56.8K +552 +0.5%
Truist Financial
18
Truist Financial
North Carolina
$11.3M -$214K -2,078 -2%
BHB
19
Bank Hapoalim BM
Israel
$11.1M
Osaic Holdings
20
Osaic Holdings
Arizona
$10.5M +$2.4M +23,337 +32%
KPWS
21
Kestra Private Wealth Services
Texas
$9.96M +$2.29M +22,269 +32%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.4M -$1.38M -13,369 -13%
PA
23
Prism Advisors
California
$6.91M +$2.58M +25,030 +64%
US Bancorp
24
US Bancorp
Minnesota
$6.84M -$1.79M -17,393 -22%
KAS
25
Kestra Advisory Services
Texas
$6.51M -$222K -2,158 -3%

FIW Hedge Fund Activity: Q2 2025 in Review

296 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Water ETF (FIW) for Q2 2025, worth a combined $937M — up 8.3% from $866M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FIW positions and 24 closed out — a net gain of 3 holders — while 120 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.92M. The largest seller was Wells Fargo, cutting an estimated $3.4M.

  • 296 institutional investors held First Trust Water ETF (FIW) as of Q2 2025, down from 297 in Q1 2025.
  • Funds reported $937M of First Trust Water ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 27 funds opened new First Trust Water ETF positions in Q2 2025 and 24 closed out, a net change of +3 holders.
  • The largest First Trust Water ETF buyer in Q2 2025 was Morgan Stanley, an estimated $5.92M added.
  • The largest First Trust Water ETF seller in Q2 2025 was Wells Fargo, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.