Purchases and Sales Made in Q1 2022 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST WATER ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
191+ 7.33% |
$15K - $17.9K
|
2.8K
$287K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
186+ 8.3% |
$14.6K - $17.4K
|
2.43K
$249K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 107.6% |
$14.5K - $17.2K
|
355
$36.4K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 4.35% |
$14.1K - $16.7K
|
4.3K
$441K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
176+ 10.83% |
$13.8K - $16.5K
|
1.8K
$185K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
153New |
$12K - $14.3K
|
153
$15.7K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
149+ 18.04% |
$11.7K - $13.9K
|
975
$100K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
145+ 1.6% |
$11.4K - $13.6K
|
9.23K
$946K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
123+ 4.08% |
$9.67K - $11.5K
|
3.14K
$322K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$7.86K - $9.35K
|
100
$10.3K
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
97+ 0.88% |
$7.63K - $9.07K
|
11.1K
$1.14M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 0.31% |
$7.55K - $8.98K
|
30.7K
$3.15M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
86+ 15.81% |
$6.76K - $8.04K
|
630
$64.6K
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
48New |
$3.77K - $4.49K
|
48
$4.92K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 30.23% |
$3.07K - $3.65K
|
168
$17.2K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 1.58% |
$2.99K - $3.55K
|
2.44K
$250K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 1.0% |
$2.36K - $2.81K
|
3.02K
$310K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 13.33% |
$2.36K - $2.81K
|
255
$26.1K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 1.02% |
$2.36K - $2.81K
|
2.97K
$305K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
18+ 1.7% |
$1.41K - $1.68K
|
1.08K
$110K
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
15+ 0.58% |
$1.18K - $1.4K
|
2.59K
$266K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
12New |
$943 - $1.12K
|
12
$1.23K
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4+ 0.14% |
$314 - $374
|
2.8K
$287K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.23% |
$78.6 - $93.5
|
427
$43.8K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.26% |
$78.6 - $93.5
|
383
$39.3K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 1.79% |
$78.6 - $93.5
|
55
$5.64K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15Closed |
$1.18K - $1.4K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.15% |
$1.41K - $1.68K
|
11.9K
$1.22M
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-32- 0.13% |
$2.52K - $2.99K
|
24.3K
$2.49M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-33Closed |
$2.59K - $3.09K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 0.42% |
$3.3K - $3.93K
|
10K
$1.03M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-55Closed |
$4.32K - $5.14K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-60- 60.0% |
$4.72K - $5.61K
|
40
$4.1K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-68- 18.58% |
$5.35K - $6.36K
|
298
$30.6K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 11.16% |
$5.97K - $7.11K
|
605
$62K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.33% |
$6.13K - $7.29K
|
23.4K
$2.4M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-85- 18.52% |
$6.68K - $7.95K
|
374
$38.3K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-87- 2.98% |
$6.84K - $8.14K
|
2.83K
$290K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 16.67% |
$7.86K - $9.35K
|
500
$51.3K
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-136Closed |
$10.7K - $12.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-138Closed |
$10.8K - $12.9K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-150Closed |
$11.8K - $14K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-150- 0.97% |
$11.8K - $14K
|
15.2K
$1.56M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 3.03% |
$12.2K - $14.5K
|
4.96K
$508K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-175Closed |
$13.8K - $16.4K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-188Closed |
$14.8K - $17.6K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-208- 5.22% |
$16.4K - $19.5K
|
3.77K
$387K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-270- 1.64% |
$21.2K - $25.3K
|
16.2K
$1.66M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-280Closed |
$22K - $26.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-293- 9.48% |
$23K - $27.4K
|
2.8K
$287K
|