Purchases and Sales Made in Q1 2024 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q1 2024. 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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
263KNew |
$24M - $26.9M
|
263K
$27M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91K+ 474.57% |
$8.28M - $9.29M
|
110K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.2K+ 556.09% |
$6.03M - $6.76M
|
78.1K
$8.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.4K+ 6.8% |
$3.68M - $4.13M
|
635K
$65.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.5K+ 19.93% |
$3.23M - $3.62M
|
213K
$21.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.2K+ 85.17% |
$3.21M - $3.6M
|
76.6K
$7.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 11.44% |
$2.83M - $3.17M
|
303K
$31M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 9.79% |
$2.75M - $3.08M
|
338K
$34.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.3KNew |
$2.3M - $2.58M
|
25.3K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.5K+ 154.33% |
$2.05M - $2.3M
|
37.1K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.4K+ 49.27% |
$2.04M - $2.29M
|
67.9K
$6.96M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
21.6KNew |
$1.96M - $2.2M
|
21.6K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
19.3K+ 18.12% |
$1.75M - $1.97M
|
126K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
17K+ 56.11% |
$1.55M - $1.74M
|
47.3K
$4.85M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 48.02% |
$1.51M - $1.69M
|
51.1K
$5.24M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12.7K+ 287.3% |
$1.15M - $1.29M
|
17.1K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 7.04% |
$1.1M - $1.24M
|
184K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 6.75% |
$1.05M - $1.17M
|
182K
$18.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$990K - $1.11M
|
10.9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
10KNew |
$911K - $1.02M
|
10K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.51K+ 12.89% |
$866K - $971K
|
83.3K
$8.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.26KNew |
$843K - $945K
|
9.26K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
8.23K+ 8.06% |
$749K - $840K
|
110K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.75KNew |
$706K - $792K
|
7.75K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$705K - $791K
|
7.74K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.6KNew |
$692K - $776K
|
7.6K
$779K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 148.57% |
$655K - $734K
|
12K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.52K+ 6.6% |
$594K - $666K
|
105K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.5KNew |
$592K - $664K
|
6.5K
$667K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.96K+ 211.62% |
$542K - $608K
|
8.77K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.55K+ 31.02% |
$505K - $567K
|
23.4K
$2.4M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.82KNew |
$438K - $492K
|
4.82K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.39KNew |
$400K - $448K
|
4.39K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.29K+ 6.51% |
$390K - $438K
|
70.2K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$389K - $437K
|
4.28K
$439K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4.11KNew |
$374K - $420K
|
4.11K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.08K+ 10.81% |
$371K - $416K
|
41.8K
$4.29M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$330K - $370K
|
3.62K
$371K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.61K+ 71.0% |
$329K - $368K
|
8.69K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.48KNew |
$317K - $355K
|
3.48K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.26KNew |
$296K - $332K
|
3.26K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.24K+ 13.0% |
$295K - $331K
|
28.1K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.2K+ 4.87% |
$291K - $327K
|
68.8K
$7.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.18K+ 40.46% |
$290K - $325K
|
11.1K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.8K+ 2.17% |
$255K - $286K
|
132K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.61KNew |
$237K - $266K
|
2.61K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.54K+ 70.14% |
$232K - $260K
|
6.17K
$633K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5K+ 10.29% |
$228K - $256K
|
26.8K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.4K+ 0.67% |
$219K - $245K
|
362K
$37.1M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.32KNew |
$211K - $236K
|
2.32K
$237K
|