Purchases and Sales Made in Q2 2024 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81K+ 19.01% |
$7.82M - $8.68M
|
507K
$52M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60K+ 9.45% |
$5.8M - $6.43M
|
695K
$71.2M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57.7K+ 340.46% |
$5.58M - $6.19M
|
74.7K
$7.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.3K+ 68.76% |
$5.53M - $6.14M
|
141K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.9K+ 9.92% |
$3.47M - $3.85M
|
397K
$40.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.09M - $3.43M
|
32K
$3.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1KNew |
$3.01M - $3.34M
|
31.1K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.4K+ 14.55% |
$2.55M - $2.83M
|
208K
$21.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 2.46% |
$2.53M - $2.81M
|
1.09M
$112M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 2.46% |
$2.53M - $2.81M
|
1.09M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 150.36% |
$1.6M - $1.78M
|
27.6K
$2.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.8KNew |
$1.33M - $1.48M
|
13.8K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 10.42% |
$1.13M - $1.25M
|
124K
$12.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.05M - $1.17M
|
10.9K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.3KNew |
$992K - $1.1M
|
10.3K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9.37KNew |
$906K - $1.01M
|
9.37K
$961K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.25K+ 3.06% |
$894K - $992K
|
312K
$32M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.31K+ 238.72% |
$803K - $891K
|
11.8K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.83K+ 2.31% |
$757K - $840K
|
346K
$35.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 17.87% |
$728K - $808K
|
49.7K
$5.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.6KNew |
$638K - $708K
|
6.6K
$677K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.82KNew |
$465K - $516K
|
4.82K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.13KNew |
$399K - $443K
|
4.13K
$424K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.83K+ 16.33% |
$370K - $411K
|
27.3K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.78K+ 5.49% |
$365K - $405K
|
72.6K
$7.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.7K+ 18.67% |
$357K - $397K
|
23.5K
$2.41M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$350K - $388K
|
3.62K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.38K+ 3.13% |
$326K - $362K
|
111K
$11.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.02K+ 2.74% |
$291K - $323K
|
113K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.94K+ 174.93% |
$284K - $316K
|
4.63K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.94K+ 48.17% |
$284K - $316K
|
9.06K
$929K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 10.79% |
$280K - $310K
|
29.7K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.8K+ 35.62% |
$271K - $300K
|
10.7K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.7KNew |
$261K - $290K
|
2.7K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.46K+ 8.74% |
$238K - $264K
|
30.6K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.38KNew |
$230K - $256K
|
2.38K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 54.28% |
$216K - $239K
|
6.34K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.22KNew |
$215K - $238K
|
2.22K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.2KNew |
$212K - $236K
|
2.2K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.1KNew |
$203K - $226K
|
2.1K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.08K+ 4.79% |
$201K - $223K
|
45.5K
$4.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.06KNew |
$199K - $221K
|
2.06K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.96K+ 22.54% |
$189K - $210K
|
10.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.92K+ 5.86% |
$185K - $206K
|
34.7K
$3.55M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.81K+ 17.04% |
$175K - $194K
|
12.4K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 0.98% |
$174K - $193K
|
186K
$19.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.71K+ 73.62% |
$165K - $183K
|
4.02K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.65K+ 22.48% |
$159K - $177K
|
8.99K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.58KNew |
$153K - $170K
|
1.58K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.55K+ 36.26% |
$150K - $166K
|
5.83K
$598K
|