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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.23KNew |
$203K - $228K
|
2.23K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.18K+ 29.75% |
$199K - $223K
|
9.53K
$977K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.18K+ 30.69% |
$198K - $222K
|
9.27K
$951K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.03KNew |
$185K - $208K
|
2.03K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.98K+ 6.93% |
$180K - $202K
|
30.5K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.96KNew |
$179K - $201K
|
1.96K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 4.57% |
$173K - $194K
|
43.4K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 4.4% |
$149K - $167K
|
38.8K
$3.98M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 22.34% |
$131K - $147K
|
7.86K
$806K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.42KNew |
$129K - $144K
|
1.42K
$145K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 8.38% |
$119K - $134K
|
17K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 47.55% |
$116K - $130K
|
3.95K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12KNew |
$102K - $114K
|
1.12K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 23.37% |
$93.6K - $105K
|
5.43K
$556K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
983+ 0.46% |
$89.5K - $100K
|
213K
$21.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
898+ 3.0% |
$81.8K - $91.7K
|
30.8K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
854+ 19.29% |
$77.8K - $87.2K
|
5.28K
$542K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
836+ 36.07% |
$76.1K - $85.4K
|
3.15K
$323K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
832+ 8.17% |
$75.8K - $84.9K
|
11K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
826+ 1.77% |
$75.2K - $84.3K
|
47.6K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
817+ 3.65% |
$74.4K - $83.4K
|
23.2K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
783+ 16.23% |
$71.3K - $79.9K
|
5.61K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
736+ 25.01% |
$67K - $75.1K
|
3.68K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
653+ 5.35% |
$59.5K - $66.7K
|
12.9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
611New |
$55.6K - $62.4K
|
611
$62.7K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
587+ 21.68% |
$53.4K - $59.9K
|
3.29K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
561+ 1.74% |
$51.1K - $57.3K
|
32.7K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550+ 5.46% |
$50.1K - $56.2K
|
10.6K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
547+ 2.05% |
$49.8K - $55.8K
|
27.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
520+ 3.1% |
$47.3K - $53.1K
|
17.3K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
511New |
$46.5K - $52.2K
|
511
$52.4K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
508+ 0.46% |
$46.3K - $51.9K
|
112K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
504+ 16.94% |
$45.9K - $51.5K
|
3.48K
$357K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
420+ 9.88% |
$38.2K - $42.9K
|
4.67K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
408+ 3.09% |
$37.1K - $41.7K
|
13.6K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
399+ 6.98% |
$36.3K - $40.7K
|
6.11K
$627K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
356New |
$32.4K - $36.3K
|
356
$36.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
353+ 1.55% |
$32.1K - $36K
|
23.1K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
300+ 0.9% |
$27.3K - $30.6K
|
33.6K
$3.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
281+ 36.68% |
$25.6K - $28.7K
|
1.05K
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
273+ 6.56% |
$24.9K - $27.9K
|
4.43K
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
264+ 3.8% |
$24K - $27K
|
7.22K
$740K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
248+ 1.51% |
$22.6K - $25.3K
|
16.7K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
243+ 2.59% |
$22.1K - $24.8K
|
9.64K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
237+ 0.57% |
$21.6K - $24.2K
|
42.1K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
225+ 1.15% |
$20.5K - $23K
|
19.8K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
217+ 1.55% |
$19.8K - $22.2K
|
14.2K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
197+ 2.02% |
$17.9K - $20.1K
|
9.94K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
195+ 7.95% |
$17.8K - $19.9K
|
2.65K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
159+ 3.86% |
$14.5K - $16.2K
|
4.28K
$439K
|