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 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
243+ 6.98% |
$23.5K - $26.1K
|
3.72K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
241+ 1.83% |
$23.3K - $25.8K
|
13.4K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
240+ 21.16% |
$23.2K - $25.7K
|
1.37K
$151K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
208+ 5.65% |
$20.1K - $22.3K
|
3.89K
$428K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200New |
$19.3K - $21.4K
|
200
$22K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
200New |
$19.3K - $21.4K
|
200
$22K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 5.36% |
$17.3K - $19.2K
|
3.52K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
176+ 4.87% |
$17K - $18.9K
|
3.79K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
176+ 3.77% |
$17K - $18.9K
|
4.85K
$534K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
160+ 1.82% |
$15.5K - $17.2K
|
8.93K
$984K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
145+ 190.79% |
$14K - $15.5K
|
221
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
140+ 0.37% |
$13.5K - $15K
|
37.6K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
127+ 4.09% |
$12.3K - $13.6K
|
3.23K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 1.3% |
$10.3K - $11.5K
|
8.37K
$922K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 42.19% |
$9.66K - $10.7K
|
337
$37.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
93+ 32.52% |
$8.98K - $9.97K
|
379
$41.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
92+ 3.53% |
$8.89K - $9.87K
|
2.7K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
85+ 1.33% |
$8.21K - $9.12K
|
6.49K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 2.75% |
$8.21K - $9.12K
|
3.18K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.32% |
$7.15K - $7.94K
|
23.1K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 11.46% |
$6.76K - $7.51K
|
681
$75K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
61+ 0.64% |
$5.89K - $6.54K
|
9.59K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$5.8K - $6.43K
|
60
$6.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.72% |
$5.31K - $5.9K
|
7.65K
$843K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$4.93K - $5.47K
|
51
$5.62K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
50+ 1.11% |
$4.83K - $5.36K
|
4.56K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
44+ 0.27% |
$4.25K - $4.72K
|
16.5K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40+ 0.94% |
$3.86K - $4.29K
|
4.32K
$476K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$3.57K - $3.97K
|
37
$4.08K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27+ 0.43% |
$2.61K - $2.9K
|
6.37K
$702K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
27+ 0.2% |
$2.61K - $2.9K
|
13.6K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
25+ 0.25% |
$2.42K - $2.68K
|
9.96K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25New |
$2.42K - $2.68K
|
25
$2.75K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
20+ 0.16% |
$1.93K - $2.14K
|
12.2K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
11New |
$1.06K - $1.18K
|
11
$1.21K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.03% |
$869 - $965
|
30.8K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
9+ 3.8% |
$869 - $965
|
246
$27.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$773 - $858
|
3.8K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$773 - $858
|
1.71K
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.21% |
$676 - $751
|
3.31K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.06% |
$483 - $536
|
7.76K
$855K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.06% |
$386 - $429
|
7.04K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$193 - $214
|
4.16K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$193 - $214
|
2.93K
$323K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 1.33% |
$193 - $214
|
152
$16.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.28% |
$96.6 - $107
|
357
$39.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.17% |
$96.6 - $107
|
596
$65.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.07% |
$773 - $858
|
11.2K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-13- 0.25% |
$1.26K - $1.39K
|
5.13K
$565K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.24% |
$1.26K - $1.39K
|
5.41K
$596K
|