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First Trust Water ETF

294 hedge funds and large institutions have $948M invested in First Trust Water ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 86

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $937M → $948M (+$11.2M)

1% less funds holding

Funds holding: 296294 (-2)

1.42% less ownership

Funds ownership: 50.58%49.16% (-1.4%)

61% less call options, than puts

Call options by funds: $247K | Put options by funds: $640K

Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
119
Reduced
86
Closed
23
Calls
$247K
Puts
$640K
Net Calls
-$393K
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M -$4.66M -41,861 -4%
LPL Financial
2
LPL Financial
California
$101M +$3.18M +28,588 +3%
Bank of America
3
Bank of America
North Carolina
$54.4M +$1.64M +14,736 +3%
Wells Fargo
4
Wells Fargo
California
$43M -$1.67M -14,963 -4%
UBS Group
5
UBS Group
Switzerland
$41.3M -$5.35M -48,083 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$30.4M -$4M -35,904 -12%
Raymond James Financial
7
Raymond James Financial
Florida
$29.2M +$4.45M +39,966 +18%
Stifel Financial
8
Stifel Financial
Missouri
$24.8M +$935K +8,395 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.1M +$1.67M +14,978 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$23.2M +$8.27M +74,282 +56%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.4M +$1.96M +17,557 +10%
EPIME
12
Evelyn Partners Investment Management (Europe)
$20.3M +$20.4M +183,437 +648%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$18.5M +$158K +1,416 +0.9%
Ameriprise
14
Ameriprise
Minnesota
$18.4M -$426K -3,827 -2%
PL
15
Polianta Ltd
Jersey
$16.2M
KPWS
16
Kestra Private Wealth Services
Texas
$14.4M +$3.99M +35,827 +39%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.2M +$2.12M +19,026 +20%
CCA
18
Clearwater Capital Advisors
Illinois
$12M +$67.6K +607 +0.6%
Truist Financial
19
Truist Financial
North Carolina
$11.8M +$21.6K +194 +0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.99M +$209K +1,876 +2%
US Bancorp
21
US Bancorp
Minnesota
$7.16M +$42.1K +378 +0.6%
PA
22
Prism Advisors
California
$7.09M -$105K -946 -1%
PAG
23
Private Advisor Group
New Jersey
$6.73M +$2.56K +23 +0%
KAS
24
Kestra Advisory Services
Texas
$6.6M -$178K -1,598 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.9M +$148K +1,327 +3%