Purchases and Sales Made in Q1 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q1 2023. 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 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
134KNew |
$10.6M - $11.6M
|
134K
$14.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.9K+ 6.2% |
$5.28M - $5.78M
|
1.15M
$126M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 12.92% |
$1.64M - $1.8M
|
182K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
20.7K+ 6.87% |
$1.63M - $1.79M
|
321K
$35.4M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$1.52M - $1.67M
|
19.3K
$2.12M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.1KNew |
$1.43M - $1.56M
|
18.1K
$1.99M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.76% |
$1.11M - $1.22M
|
525K
$57.8M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.1KNew |
$1.11M - $1.22M
|
14.1K
$1.55M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.89KNew |
$780K - $855K
|
9.89K
$1.09M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.35KNew |
$738K - $808K
|
9.35K
$1.03M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.59KNew |
$678K - $743K
|
8.59K
$947K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.46K+ 12.31% |
$668K - $732K
|
77.2K
$8.5M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.19K+ 60.82% |
$568K - $622K
|
19K
$2.09M
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.95K+ 62.7% |
$548K - $601K
|
18K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.76KNew |
$455K - $499K
|
5.76K
$635K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5.22K+ 35.09% |
$412K - $452K
|
20.1K
$2.21M
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
5.1KNew |
$402K - $441K
|
5.1K
$562K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.97K+ 1.94% |
$392K - $430K
|
261K
$28.8M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.76KNew |
$376K - $412K
|
4.76K
$524K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.24K+ 70.89% |
$335K - $367K
|
10.2K
$1.13M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.52K+ 49.86% |
$278K - $304K
|
10.6K
$1.17M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.5K+ 3.06% |
$276K - $303K
|
118K
$13M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.34K+ 204.22% |
$263K - $289K
|
4.97K
$548K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 20.58% |
$251K - $276K
|
18.7K
$2.06M
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.07K+ 41.6% |
$242K - $265K
|
10.4K
$1.15M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.06KNew |
$241K - $265K
|
3.06K
$337K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.98KNew |
$235K - $258K
|
2.98K
$328K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.95KNew |
$233K - $255K
|
2.95K
$325K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.92K+ 16.34% |
$231K - $253K
|
20.8K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.7K+ 2.83% |
$213K - $233K
|
97.9K
$10.8M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.62K+ 23.62% |
$207K - $226K
|
13.7K
$1.51M
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$196K - $215K
|
2.49K
$274K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45KNew |
$193K - $212K
|
2.45K
$270K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.32KNew |
$183K - $200K
|
2.32K
$255K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.18K+ 16.12% |
$172K - $188K
|
15.7K
$1.73M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 8.91% |
$168K - $184K
|
26K
$2.87M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.77K+ 14.82% |
$139K - $153K
|
13.7K
$1.51M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.66K+ 58.97% |
$131K - $144K
|
4.48K
$493K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 49.05% |
$120K - $132K
|
4.63K
$510K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.44K+ 16.1% |
$114K - $125K
|
10.4K
$1.15M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 7.09% |
$93.4K - $102K
|
17.9K
$1.97M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 13.3% |
$92.6K - $101K
|
9.99K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 49.96% |
$92.5K - $101K
|
3.52K
$388K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 8.85% |
$90.2K - $98.9K
|
14.1K
$1.55M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 2.88% |
$90.1K - $98.8K
|
40.8K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 9.36% |
$84.9K - $93.1K
|
12.6K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
970+ 20.1% |
$76.6K - $83.9K
|
5.8K
$638K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
939+ 6.48% |
$74.1K - $81.2K
|
15.4K
$1.7M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
884+ 5.38% |
$69.8K - $76.5K
|
17.3K
$1.91M
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
772+ 1.74% |
$60.9K - $66.8K
|
45.1K
$4.97M
|