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 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.39K- 0.74% |
$109K - $120K
|
185K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.58K- 9.38% |
$124K - $136K
|
15.2K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.67K- 13.97% |
$132K - $145K
|
10.3K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.76K- 7.58% |
$139K - $152K
|
21.4K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.79K- 3.69% |
$141K - $154K
|
46.6K
$4.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.79K- 4.46% |
$141K - $154K
|
38.3K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.06K- 32.52% |
$163K - $178K
|
4.28K
$438K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.18K- 10.23% |
$172K - $188K
|
19.1K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.33K- 5.91% |
$184K - $202K
|
37.2K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.61K- 10.79% |
$206K - $226K
|
21.6K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.17K- 6.67% |
$250K - $274K
|
44.4K
$4.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.34K- 29.3% |
$264K - $289K
|
8.07K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.81K- 2.04% |
$301K - $330K
|
183K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.12K- 3.35% |
$325K - $356K
|
119K
$12.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.25K- 12.97% |
$335K - $367K
|
28.5K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.99K- 3.22% |
$394K - $431K
|
150K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.16K- 38.26% |
$407K - $446K
|
8.32K
$853K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.59K- 4.13% |
$441K - $483K
|
130K
$13.3M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.72K- 96.75% |
$451K - $495K
|
192
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.2K- 13.63% |
$489K - $536K
|
39.3K
$4.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.76K- 69.17% |
$533K - $585K
|
3.01K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-8.54K- 39.75% |
$674K - $739K
|
12.9K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.61K- 8.76% |
$679K - $744K
|
89.6K
$9.18M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.4K- 2.33% |
$822K - $901K
|
436K
$44.7M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.5K- 8.11% |
$829K - $909K
|
119K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 27.76% |
$2.34M - $2.56M
|
77.1K
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-45.9K- 78.81% |
$3.62M - $3.97M
|
12.3K
$1.27M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 94.13% |
$3.75M - $4.11M
|
2.96K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.4K- 13.13% |
$4.45M - $4.88M
|
373K
$38.2M
|