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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-83- 5.58% |
$7.56K - $8.47K
|
1.41K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-87- 34.8% |
$7.92K - $8.88K
|
163
$16.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-98- 0.93% |
$8.92K - $10K
|
10.4K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-115- 4.88% |
$10.5K - $11.7K
|
2.24K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-135- 25.0% |
$12.3K - $13.8K
|
405
$41.5K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 5.36% |
$13.7K - $15.3K
|
2.65K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-165- 1.34% |
$15K - $16.8K
|
12.1K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-168- 3.95% |
$15.3K - $17.2K
|
4.08K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-196- 2.7% |
$17.8K - $20K
|
7.06K
$724K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-200- 5.65% |
$18.2K - $20.4K
|
3.34K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-220- 5.03% |
$20K - $22.5K
|
4.16K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-220- 9.22% |
$20K - $22.5K
|
2.17K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-221- 6.64% |
$20.1K - $22.6K
|
3.11K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-251- 0.79% |
$22.9K - $25.6K
|
31.6K
$3.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-252- 1.13% |
$22.9K - $25.7K
|
22K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-256- 1.63% |
$23.3K - $26.1K
|
15.5K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-273- 5.42% |
$24.9K - $27.9K
|
4.76K
$488K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-273- 3.55% |
$24.9K - $27.9K
|
7.42K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-311- 0.6% |
$28.3K - $31.8K
|
51.1K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-321- 6.88% |
$29.2K - $32.8K
|
4.35K
$446K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-323- 14.1% |
$29.4K - $33K
|
1.97K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-402- 2.97% |
$36.6K - $41K
|
13.1K
$1.35M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-414- 4.61% |
$37.7K - $42.3K
|
8.58K
$879K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-498- 1.23% |
$45.3K - $50.8K
|
40K
$4.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-539- 4.79% |
$49.1K - $55K
|
10.7K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-554- 3.96% |
$50.4K - $56.6K
|
13.4K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-654- 14.7% |
$59.5K - $66.8K
|
3.79K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-711- 3.99% |
$64.7K - $72.6K
|
17.1K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-712- 5.54% |
$64.8K - $72.7K
|
12.1K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-771- 10.92% |
$70.2K - $78.7K
|
6.29K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-806- 6.31% |
$73.4K - $82.3K
|
12K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-813- 8.24% |
$74K - $83K
|
9.06K
$929K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-905- 4.43% |
$82.4K - $92.4K
|
19.5K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-950- 11.9% |
$86.5K - $97K
|
7.03K
$721K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-995- 16.69% |
$90.6K - $102K
|
4.97K
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.01K- 27.33% |
$91.7K - $103K
|
2.68K
$274K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.21K- 13.3% |
$110K - $123K
|
7.88K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 1.18% |
$112K - $125K
|
103K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.31K- 32.73% |
$119K - $133K
|
2.69K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 24.32% |
$155K - $174K
|
5.31K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 4.09% |
$167K - $187K
|
43K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.84K- 24.12% |
$167K - $187K
|
5.77K
$592K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 7.49% |
$183K - $206K
|
24.9K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 5.71% |
$229K - $257K
|
41.5K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.77K- 20.05% |
$252K - $283K
|
11K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.01K- 11.16% |
$274K - $308K
|
24K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-3.33K- 56.23% |
$303K - $340K
|
2.59K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.21K- 71.46% |
$384K - $430K
|
1.68K
$173K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.81K- 61.42% |
$437K - $491K
|
3.02K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.92K- 5.16% |
$448K - $502K
|
90.5K
$9.27M
|