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 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
151+ 7.26% |
$13.7K - $15.4K
|
2.23K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 2.9% |
$13.6K - $15.2K
|
5.29K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
148+ 2.96% |
$13.5K - $15.1K
|
5.15K
$567K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
144+ 2.32% |
$13.1K - $14.7K
|
6.34K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
140+ 3.45% |
$12.7K - $14.3K
|
4.2K
$462K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
129+ 0.35% |
$11.7K - $13.2K
|
37.4K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
127+ 1.13% |
$11.6K - $13K
|
11.4K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
117+ 1.44% |
$10.7K - $11.9K
|
8.26K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
105+ 1.64% |
$9.56K - $10.7K
|
6.52K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.48% |
$9.11K - $10.2K
|
21.1K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
100New |
$9.11K - $10.2K
|
100
$11K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
82+ 7.79% |
$7.47K - $8.37K
|
1.13K
$125K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
75+ 1.16% |
$6.83K - $7.66K
|
6.56K
$723K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 1.44% |
$6.65K - $7.45K
|
5.15K
$568K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$5.1K - $5.72K
|
56
$6.17K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55+ 1.1% |
$5.01K - $5.62K
|
5.06K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$3.92K - $4.39K
|
43
$4.74K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
42+ 0.24% |
$3.82K - $4.29K
|
17.3K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.56% |
$3.64K - $4.08K
|
7.14K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 3.28% |
$3.46K - $3.88K
|
1.2K
$132K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
33+ 1.14% |
$3K - $3.37K
|
2.93K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
32+ 15.61% |
$2.91K - $3.27K
|
237
$26.1K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31New |
$2.82K - $3.17K
|
31
$3.42K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
31New |
$2.82K - $3.17K
|
31
$3.42K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
28+ 0.42% |
$2.55K - $2.86K
|
6.63K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 0.2% |
$2K - $2.25K
|
11.3K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.37K - $1.53K
|
13.9K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
14+ 0.39% |
$1.27K - $1.43K
|
3.61K
$398K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$1K - $1.12K
|
11
$1.21K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$1K - $1.12K
|
3.8K
$418K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.27% |
$819 - $919
|
3.3K
$364K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.04% |
$728 - $817
|
22.1K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.71% |
$728 - $817
|
1.14K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.18% |
$364 - $408
|
2.2K
$242K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.49% |
$91.1 - $102
|
204
$22.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.02% |
$91.1 - $102
|
5.78K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.35% |
$91.1 - $102
|
285
$31.4K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.59% |
$91.1 - $102
|
170
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 1.51% |
$364 - $408
|
261
$28.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7Closed |
$637 - $715
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-11- 0.06% |
$1K - $1.12K
|
17.9K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17- 0.02% |
$1.55K - $1.74K
|
81.6K
$8.99M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-20- 0.82% |
$1.82K - $2.04K
|
2.41K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 0.55% |
$2.28K - $2.55K
|
4.51K
$497K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30- 1.8% |
$2.73K - $3.06K
|
1.64K
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-59- 0.4% |
$5.37K - $6.02K
|
14.8K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-59- 0.89% |
$5.37K - $6.02K
|
6.53K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75- 92.59% |
$6.83K - $7.66K
|
6
$661
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-80- 38.1% |
$7.28K - $8.17K
|
130
$14.3K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-83- 5.58% |
$7.56K - $8.47K
|
1.41K
$155K
|