Purchases and Sales Made in Q2 2022 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q2 2022. 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 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
777+ 38.11% |
$52.6K - $66.5K
|
2.82K
$289K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
722+ 2.45% |
$48.9K - $61.8K
|
30.2K
$3.1M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
701+ 28.75% |
$47.5K - $60K
|
3.14K
$322K
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
662+ 10.36% |
$44.8K - $56.7K
|
7.05K
$723K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
627+ 25.82% |
$42.5K - $53.7K
|
3.06K
$313K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
579+ 5.87% |
$39.2K - $49.6K
|
10.4K
$1.07M
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
498+ 6.58% |
$33.7K - $42.6K
|
8.07K
$827K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
471+ 1.75% |
$31.9K - $40.3K
|
27.3K
$2.8M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
451+ 6.95% |
$30.5K - $38.6K
|
6.94K
$712K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
434+ 20.82% |
$29.4K - $37.2K
|
2.52K
$258K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
433+ 2.72% |
$29.3K - $37.1K
|
16.4K
$1.68M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
318+ 6.57% |
$21.5K - $27.2K
|
5.16K
$529K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
292New |
$19.8K - $25K
|
292
$29.9K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
270+ 1.66% |
$18.3K - $23.1K
|
16.5K
$1.69M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
260+ 9.69% |
$17.6K - $22.3K
|
2.94K
$302K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
253+ 0.65% |
$17.1K - $21.7K
|
39.1K
$4.01M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
251+ 1.43% |
$17K - $21.5K
|
17.8K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$13.5K - $17.1K
|
200
$20.5K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
180New |
$12.2K - $15.4K
|
180
$18.5K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
157+ 0.73% |
$10.6K - $13.4K
|
21.6K
$2.22M
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
151+ 0.35% |
$10.2K - $12.9K
|
43.3K
$4.44M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$10.2K - $12.8K
|
150
$15.4K
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
136+ 0.82% |
$9.21K - $11.6K
|
16.6K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
122+ 1.88% |
$8.26K - $10.4K
|
6.6K
$677K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
119+ 3.79% |
$8.06K - $10.2K
|
3.26K
$334K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
116+ 8.11% |
$7.85K - $9.93K
|
1.55K
$159K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 15.87% |
$6.77K - $8.56K
|
730
$74.9K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
93+ 1.76% |
$6.3K - $7.96K
|
5.37K
$550K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
87+ 3.11% |
$5.89K - $7.45K
|
2.88K
$296K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
76+ 2.41% |
$5.15K - $6.51K
|
3.23K
$332K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 1.0% |
$4.74K - $5.99K
|
7.06K
$724K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
61+ 2.05% |
$4.13K - $5.22K
|
3.03K
$311K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59+ 0.47% |
$3.99K - $5.05K
|
12.7K
$1.3M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 1.32% |
$3.39K - $4.28K
|
3.85K
$395K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 1.92% |
$2.91K - $3.68K
|
2.29K
$235K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.88% |
$1.96K - $2.48K
|
3.34K
$343K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.04% |
$745 - $942
|
30.7K
$3.15M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3+ 0.11% |
$203 - $257
|
2.81K
$288K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.12% |
$67.7 - $85.6
|
859
$88.1K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.27% |
$67.7 - $85.6
|
375
$38.5K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.83% |
$67.7 - $85.6
|
122
$12.5K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$67.7 - $85.6
|
7.91K
$811K
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
SELL
|
- |
-4- 0.07% |
$271 - $343
|
6.06K
$621K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.07% |
$406 - $514
|
8.53K
$874K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$813 - $1.03K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-21- 0.48% |
$1.42K - $1.8K
|
4.38K
$449K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-29- 0.28% |
$1.96K - $2.48K
|
10.2K
$1.04M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.66% |
$3.39K - $4.28K
|
2.97K
$305K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-59- 42.75% |
$3.99K - $5.05K
|
79
$8.1K
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-60- 0.65% |
$4.06K - $5.14K
|
9.17K
$940K
|