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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-63- 0.79% |
$4.27K - $5.4K
|
7.92K
$812K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-97Closed |
$6.57K - $8.31K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-117Closed |
$7.92K - $10K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 29.27% |
$8.46K - $10.7K
|
302
$31K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-133- 1.31% |
$9.01K - $11.4K
|
10K
$1.03M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-135- 61.36% |
$9.14K - $11.6K
|
85
$8.72K
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-142- 3.76% |
$9.61K - $12.2K
|
3.63K
$372K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-145- 2.59% |
$9.82K - $12.4K
|
5.45K
$559K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 0.34% |
$10.1K - $12.8K
|
44.2K
$4.53M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 0.34% |
$10.1K - $12.8K
|
44.2K
$4.53M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-153Closed |
$10.4K - $13.1K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-155- 0.19% |
$10.5K - $13.3K
|
81.7K
$8.38M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-157- 0.67% |
$10.6K - $13.4K
|
23.3K
$2.38M
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-161- 1.65% |
$10.9K - $13.8K
|
9.58K
$982K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-167- 1.3% |
$11.3K - $14.3K
|
12.7K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-195- 16.88% |
$13.2K - $16.7K
|
960
$98.4K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-200- 6.84% |
$13.5K - $17.1K
|
2.72K
$279K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-236- 3.53% |
$16K - $20.2K
|
6.45K
$662K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-240- 0.27% |
$16.3K - $20.6K
|
89.1K
$9.14M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-260- 2.98% |
$17.6K - $22.3K
|
8.48K
$869K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-315- 3.15% |
$21.3K - $27K
|
9.7K
$994K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 18.55% |
$22.6K - $28.6K
|
1.47K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-384- 8.77% |
$26K - $32.9K
|
3.99K
$410K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-493- 4.94% |
$33.4K - $42.2K
|
9.48K
$972K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-500Closed |
$33.9K - $42.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-585- 3.15% |
$39.6K - $50.1K
|
18K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-678Closed |
$45.9K - $58.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-686- 5.43% |
$46.4K - $58.7K
|
11.9K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-700- 4.91% |
$47.4K - $59.9K
|
13.5K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-745- 4.88% |
$50.4K - $63.8K
|
14.5K
$1.49M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-765Closed |
$51.8K - $65.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-921- 21.43% |
$62.4K - $78.9K
|
3.38K
$346K
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-962- 4.16% |
$65.1K - $82.4K
|
22.1K
$2.27M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$67.7K - $85.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.12K- 6.2% |
$75.8K - $95.8K
|
16.9K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.2K- 3.69% |
$81.1K - $103K
|
31.3K
$3.21M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 15.87% |
$92.5K - $117K
|
7.24K
$742K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.41K- 7.93% |
$95.6K - $121K
|
16.4K
$1.68M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.48K- 38.43% |
$100K - $127K
|
2.37K
$243K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.59K- 0.89% |
$107K - $136K
|
176K
$18M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.68KClosed |
$114K - $144K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.85K- 16.8% |
$125K - $159K
|
9.17K
$940K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.93KClosed |
$131K - $165K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2K- 26.41% |
$135K - $171K
|
5.56K
$570K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.04K- 5.6% |
$138K - $174K
|
34.4K
$3.52M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.1K- 15.02% |
$142K - $180K
|
11.9K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.12K- 8.75% |
$144K - $182K
|
22.1K
$2.27M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.21KClosed |
$150K - $189K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.48KClosed |
$168K - $212K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.5KClosed |
$169K - $214K
|
0
$0
|