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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
765+ 2.47% |
$60.4K - $66.2K
|
31.7K
$3.25M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
715+ 21.29% |
$56.4K - $61.8K
|
4.07K
$418K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
706+ 8.45% |
$55.7K - $61.1K
|
9.06K
$929K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
688+ 5.01% |
$54.3K - $59.5K
|
14.4K
$1.48M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
681+ 1.29% |
$53.7K - $58.9K
|
53.4K
$5.47M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
649+ 13.8% |
$51.2K - $56.1K
|
5.35K
$549K
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
628+ 24.17% |
$49.6K - $54.3K
|
3.23K
$331K
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
625+ 2.75% |
$49.3K - $54.1K
|
23.3K
$2.39M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
588+ 22.63% |
$46.4K - $50.9K
|
3.19K
$327K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
500+ 0.62% |
$39.5K - $43.3K
|
81.6K
$8.37M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
486New |
$38.4K - $42K
|
486
$49.8K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
469+ 0.54% |
$37K - $40.6K
|
87.8K
$9M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
466+ 3.25% |
$36.8K - $40.3K
|
14.8K
$1.52M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
447+ 14.71% |
$35.3K - $38.7K
|
3.49K
$357K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
446+ 2.45% |
$35.2K - $38.6K
|
18.7K
$1.91M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
441New |
$34.8K - $38.1K
|
441
$45.2K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 6.7% |
$33.5K - $36.8K
|
6.77K
$694K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
413+ 9.56% |
$32.6K - $35.7K
|
4.74K
$486K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
362+ 3.58% |
$28.6K - $31.3K
|
10.5K
$1.07M
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
299+ 5.21% |
$23.6K - $25.9K
|
6.04K
$620K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
276+ 2.4% |
$21.8K - $23.9K
|
11.8K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
271+ 0.91% |
$21.4K - $23.4K
|
30.2K
$3.09M
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250New |
$19.7K - $21.6K
|
250
$25.6K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
231+ 1.12% |
$18.2K - $20K
|
20.9K
$2.14M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
228+ 2.29% |
$18K - $19.7K
|
10.2K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
207+ 1.59% |
$16.3K - $17.9K
|
13.3K
$1.36M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202New |
$15.9K - $17.5K
|
202
$20.7K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 13.33% |
$15.8K - $17.3K
|
1.7K
$174K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
170+ 3.02% |
$13.4K - $14.7K
|
5.8K
$595K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
136+ 0.88% |
$10.7K - $11.8K
|
15.6K
$1.6M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
134+ 1.26% |
$10.6K - $11.6K
|
10.7K
$1.1M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$9.23K - $10.1K
|
117
$12K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110+ 49.77% |
$8.68K - $9.52K
|
331
$33.9K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
106+ 26.77% |
$8.37K - $9.17K
|
502
$51.5K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
100+ 20.45% |
$7.89K - $8.65K
|
589
$60.4K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
90+ 3.3% |
$7.1K - $7.79K
|
2.81K
$289K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 6.18% |
$4.42K - $4.84K
|
962
$98.6K
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
56+ 0.69% |
$4.42K - $4.84K
|
8.13K
$834K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 3.73% |
$2.84K - $3.11K
|
1K
$103K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
32+ 1.77% |
$2.53K - $2.77K
|
1.84K
$188K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 22.0% |
$1.74K - $1.9K
|
122
$12.5K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 0.55% |
$1.66K - $1.82K
|
3.87K
$397K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 6.0% |
$947 - $1.04K
|
212
$21.7K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$552 - $606
|
3.95K
$405K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.18% |
$474 - $519
|
3.27K
$336K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.11% |
$395 - $433
|
4.62K
$474K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$316 - $346
|
4
$410
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.01% |
$316 - $346
|
30.7K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$237 - $260
|
7.16K
$734K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.03% |
$78.9 - $86.5
|
2.99K
$307K
|