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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-414- 12.81% |
$33.3K - $36.7K
|
2.82K
$289K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-459- 8.09% |
$37K - $40.7K
|
5.21K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-471- 48.96% |
$37.9K - $41.7K
|
491
$50.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-494- 2.18% |
$39.8K - $43.8K
|
22.2K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-504- 12.37% |
$40.6K - $44.6K
|
3.57K
$366K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-605- 20.22% |
$48.7K - $53.6K
|
2.39K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-608- 0.47% |
$49K - $53.9K
|
129K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-620- 4.86% |
$49.9K - $54.9K
|
12.1K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-772- 5.48% |
$62.2K - $68.4K
|
13.3K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-909- 21.26% |
$73.2K - $80.5K
|
3.37K
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-956- 5.12% |
$77K - $84.7K
|
17.7K
$1.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-966- 2.46% |
$77.8K - $85.6K
|
38.4K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.03K- 13.36% |
$83K - $91.3K
|
6.69K
$686K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.05K- 12.95% |
$84.1K - $92.6K
|
7.03K
$720K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.09K- 8.85% |
$87.9K - $96.7K
|
11.3K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 2.99% |
$112K - $123K
|
45.2K
$4.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.54K- 36.04% |
$124K - $136K
|
2.72K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.56K- 21.75% |
$125K - $138K
|
5.6K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 7.6% |
$128K - $141K
|
19.3K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.87K- 2.4% |
$231K - $254K
|
116K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.32K- 15.35% |
$267K - $294K
|
18.3K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.85K- 12.77% |
$310K - $341K
|
26.3K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-4.17K- 20.74% |
$336K - $369K
|
15.9K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.36K- 23.35% |
$351K - $386K
|
14.3K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.91K- 5.59% |
$395K - $435K
|
82.9K
$8.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.15K- 50.34% |
$415K - $456K
|
5.08K
$521K
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.85K- 5.12% |
$551K - $607K
|
127K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.8K- 4.21% |
$628K - $691K
|
178K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 7.75% |
$1.14M - $1.26M
|
169K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 12.28% |
$1.18M - $1.29M
|
104K
$10.7M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.3KClosed |
$1.55M - $1.71M
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-42.5K- 95.8% |
$3.42M - $3.76M
|
1.86K
$191K
|