Purchases and Sales Made in Q2 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q2 2023. 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 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
207+ 6.95% |
$16.7K - $18.3K
|
3.19K
$327K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
207+ 58.31% |
$16.7K - $18.3K
|
562
$57.6K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
150+ 1.42% |
$12.1K - $13.3K
|
10.7K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
143+ 4.43% |
$11.5K - $12.7K
|
3.37K
$345K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
125+ 3.17% |
$10.1K - $11.1K
|
4.07K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
119+ 0.87% |
$9.58K - $10.5K
|
13.8K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
110+ 2.21% |
$8.86K - $9.74K
|
5.08K
$521K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
76+ 0.2% |
$6.12K - $6.73K
|
37.3K
$3.82M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.57% |
$4.83K - $5.31K
|
10.5K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
52+ 0.78% |
$4.19K - $4.61K
|
6.73K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.11% |
$2.74K - $3.01K
|
30.8K
$3.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
33+ 1.08% |
$2.66K - $2.92K
|
3.1K
$318K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$1.21K - $1.33K
|
15
$1.54K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.19% |
$1.05K - $1.15K
|
6.98K
$716K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
11+ 0.14% |
$886 - $974
|
8.15K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.11% |
$644 - $709
|
7.37K
$756K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 1.77% |
$403 - $443
|
287
$29.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$322 - $354
|
3.28K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.85% |
$80.5 - $88.6
|
55
$5.64K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$80.5 - $88.6
|
941
$96.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.02% |
$80.5 - $88.6
|
5.59K
$573K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.07% |
$161 - $177
|
3.06K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 17.24% |
$403 - $443
|
24
$2.46K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7- 0.07% |
$564 - $620
|
10.2K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.15% |
$805 - $886
|
6.76K
$693K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 18.03% |
$1.77K - $1.95K
|
100
$10.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-47- 0.81% |
$3.78K - $4.16K
|
5.76K
$590K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-71- 0.41% |
$5.72K - $6.29K
|
17.2K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-91- 0.42% |
$7.33K - $8.06K
|
21.3K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-111- 57.81% |
$8.94K - $9.83K
|
81
$8.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-136- 5.47% |
$11K - $12K
|
2.35K
$241K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-137- 15.17% |
$11K - $12.1K
|
766
$78.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 45.32% |
$12.1K - $13.3K
|
181
$18.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-153- 1.35% |
$12.3K - $13.6K
|
11.2K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-155- 1.36% |
$12.5K - $13.7K
|
11.2K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 94.34% |
$16.1K - $17.7K
|
12
$1.23K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-201- 1.32% |
$16.2K - $17.8K
|
15K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-201- 0.45% |
$16.2K - $17.8K
|
44.4K
$4.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-214- 1.7% |
$17.2K - $19K
|
12.4K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-216- 43.03% |
$17.4K - $19.1K
|
286
$29.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-240- 2.57% |
$19.3K - $21.3K
|
9.11K
$934K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-260- 0.68% |
$20.9K - $23K
|
38K
$3.9M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 2.29% |
$21.7K - $23.9K
|
11.5K
$1.18M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-289- 3.59% |
$23.3K - $25.6K
|
7.77K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-297- 0.36% |
$23.9K - $26.3K
|
81.3K
$8.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-307- 0.97% |
$24.7K - $27.2K
|
31.4K
$3.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-310- 2.39% |
$25K - $27.5K
|
12.6K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-341- 3.31% |
$27.5K - $30.2K
|
9.95K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-394- 2.46% |
$31.7K - $34.9K
|
15.6K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-404- 3.05% |
$32.5K - $35.8K
|
12.9K
$1.32M
|