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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$78.9 - $86.5
|
940
$104K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.35% |
$78.9 - $86.5
|
282
$31.1K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.28% |
$316 - $346
|
1.44K
$158K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15Closed |
$1.18K - $1.3K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23- 0.07% |
$1.82K - $1.99K
|
31.5K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28- 54.9% |
$2.21K - $2.42K
|
23
$2.53K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-29- 0.13% |
$2.29K - $2.51K
|
22.7K
$2.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38- 1.12% |
$3K - $3.29K
|
3.35K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-59- 0.76% |
$4.66K - $5.1K
|
7.72K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-59- 1.94% |
$4.66K - $5.1K
|
2.98K
$328K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-62- 0.26% |
$4.89K - $5.36K
|
23.5K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-71- 7.29% |
$5.6K - $6.14K
|
903
$99.5K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74- 0.42% |
$5.84K - $6.4K
|
17.7K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-93- 1.04% |
$7.34K - $8.04K
|
8.88K
$978K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-96- 1.36% |
$7.58K - $8.3K
|
6.97K
$768K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-109- 3.43% |
$8.6K - $9.43K
|
3.07K
$338K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.54% |
$9.71K - $10.6K
|
22.5K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 16.13% |
$9.87K - $10.8K
|
650
$71.6K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-150- 2.62% |
$11.8K - $13K
|
5.58K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-153- 4.3% |
$12.1K - $13.2K
|
3.4K
$375K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-174- 3.93% |
$13.7K - $15.1K
|
4.26K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-190- 6.29% |
$15K - $16.4K
|
2.83K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-191- 0.4% |
$15.1K - $16.5K
|
47K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-224- 1.93% |
$17.7K - $19.4K
|
11.4K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-247- 1.52% |
$19.5K - $21.4K
|
16K
$1.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-266- 2.3% |
$21K - $23K
|
11.3K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-284- 2.25% |
$22.4K - $24.6K
|
12.3K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-310- 2.37% |
$24.5K - $26.8K
|
12.8K
$1.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-341- 1.14% |
$26.9K - $29.5K
|
29.5K
$3.25M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-373- 2.62% |
$29.4K - $32.3K
|
13.9K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-374- 1.05% |
$29.5K - $32.4K
|
35.3K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 5.45% |
$30.4K - $33.3K
|
6.68K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-443- 1.61% |
$35K - $38.3K
|
27K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-489- 1.08% |
$38.6K - $42.3K
|
44.6K
$4.92M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-492- 3.19% |
$38.8K - $42.6K
|
14.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-534- 10.99% |
$42.1K - $46.2K
|
4.32K
$476K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-608- 95.45% |
$48K - $52.6K
|
29
$3.2K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-613- 7.68% |
$48.4K - $53K
|
7.36K
$811K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-672- 28.46% |
$53K - $58.1K
|
1.69K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-688- 4.77% |
$54.3K - $59.5K
|
13.7K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-744- 11.6% |
$58.7K - $64.4K
|
5.67K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-811- 12.18% |
$64K - $70.2K
|
5.85K
$644K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-880- 5.26% |
$69.4K - $76.1K
|
15.9K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-967- 4.25% |
$76.3K - $83.6K
|
21.8K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-980- 8.27% |
$77.3K - $84.8K
|
10.9K
$1.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-991- 6.73% |
$78.2K - $85.7K
|
13.7K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.04K- 5.68% |
$82.2K - $90.1K
|
17.3K
$1.91M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15K- 28.0% |
$90.5K - $99.2K
|
2.95K
$325K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 3.07% |
$98.3K - $108K
|
39.3K
$4.33M
|