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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.54K+ 5.03% |
$148K - $165K
|
32K
$3.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.53K+ 15.25% |
$147K - $164K
|
11.5K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5K+ 23.08% |
$145K - $161K
|
8K
$820K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.24K+ 45.05% |
$120K - $133K
|
4K
$410K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.23K+ 56.9% |
$119K - $132K
|
3.4K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 18.5% |
$119K - $132K
|
7.86K
$806K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.18K+ 5.33% |
$114K - $126K
|
23.3K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 3.03% |
$114K - $126K
|
40K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 8.41% |
$113K - $125K
|
15K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 4.26% |
$112K - $124K
|
28.3K
$2.91M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 10.46% |
$111K - $124K
|
12.2K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 11.72% |
$105K - $117K
|
10.4K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 6.18% |
$102K - $114K
|
18.2K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.05K+ 9.47% |
$101K - $112K
|
12.1K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 1.33% |
$98.6K - $109K
|
77.6K
$7.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.02K+ 597.06% |
$98.1K - $109K
|
1.19K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
897+ 13.76% |
$86.7K - $96.2K
|
7.42K
$760K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
855+ 16.19% |
$82.6K - $91.7K
|
6.14K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
835+ 2.64% |
$80.7K - $89.5K
|
32.4K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
817New |
$78.9K - $87.6K
|
817
$83.8K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
720+ 3.11% |
$69.6K - $77.2K
|
23.9K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 0.99% |
$65.1K - $72.3K
|
68.6K
$7.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
667+ 3.99% |
$64.4K - $71.5K
|
17.4K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
654+ 8.82% |
$63.2K - $70.1K
|
8.07K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
647New |
$62.5K - $69.4K
|
647
$66.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
621+ 4.37% |
$60K - $66.6K
|
14.8K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
597New |
$57.7K - $64K
|
597
$61.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
594+ 2.35% |
$57.4K - $63.7K
|
25.9K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
592+ 13.48% |
$57.2K - $63.5K
|
4.98K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
584+ 15.38% |
$56.4K - $62.6K
|
4.38K
$449K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
574+ 11.35% |
$55.5K - $61.6K
|
5.63K
$578K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
568+ 1.53% |
$54.9K - $60.9K
|
37.7K
$3.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
552+ 2.56% |
$53.3K - $59.2K
|
22.1K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
539+ 2.17% |
$52.1K - $57.8K
|
25.4K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
521+ 11.98% |
$50.3K - $55.9K
|
4.87K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500+ 97.85% |
$48.3K - $53.6K
|
1.01K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
497+ 7.9% |
$48K - $53.3K
|
6.79K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
485+ 14.72% |
$46.9K - $52K
|
3.78K
$387K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
437+ 6.12% |
$42.2K - $46.9K
|
7.58K
$777K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
435+ 8.44% |
$42K - $46.6K
|
5.59K
$573K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
430+ 19.28% |
$41.5K - $46.1K
|
2.66K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
412+ 4.45% |
$39.8K - $44.2K
|
9.67K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
408+ 7.28% |
$39.4K - $43.8K
|
6.02K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
406+ 11.24% |
$39.2K - $43.5K
|
4.02K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
395+ 9.42% |
$38.2K - $42.4K
|
4.59K
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
393+ 1.78% |
$38K - $42.1K
|
22.4K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
320+ 2.8% |
$30.9K - $34.3K
|
11.7K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
301+ 91.21% |
$29.1K - $32.3K
|
631
$64.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$29K - $32.2K
|
300
$30.8K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
276+ 0.58% |
$26.7K - $29.6K
|
47.8K
$4.91M
|