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 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 0.91% |
$2.32K - $2.57K
|
2.62K
$289K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-38- 0.09% |
$3.67K - $4.08K
|
40K
$4.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-39- 30.0% |
$3.77K - $4.18K
|
91
$10K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-41- 1.58% |
$3.96K - $4.4K
|
2.55K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 1.01% |
$4.64K - $5.15K
|
4.72K
$519K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-60- 0.85% |
$5.8K - $6.43K
|
7K
$771K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-61- 2.71% |
$5.89K - $6.54K
|
2.19K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 1.51% |
$7.73K - $8.58K
|
5.21K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-100- 0.82% |
$9.66K - $10.7K
|
12K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 3.78% |
$9.66K - $10.7K
|
2.55K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-121- 5.1% |
$11.7K - $13K
|
2.25K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-123- 1.88% |
$11.9K - $13.2K
|
6.41K
$706K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.05% |
$12.2K - $13.5K
|
11.9K
$1.31M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-133- 7.89% |
$12.8K - $14.3K
|
1.55K
$171K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-152- 6.31% |
$14.7K - $16.3K
|
2.26K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-164- 4.47% |
$15.8K - $17.6K
|
3.5K
$386K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-168- 6.6% |
$16.2K - $18K
|
2.38K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-169- 41.73% |
$16.3K - $18.1K
|
236
$26K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-179- 6.66% |
$17.3K - $19.2K
|
2.51K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-195- 3.67% |
$18.8K - $20.9K
|
5.12K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 1.29% |
$19.3K - $21.4K
|
15.3K
$1.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-242- 2.02% |
$23.4K - $26K
|
11.7K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-281- 26.84% |
$27.1K - $30.1K
|
766
$84.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-290- 1.7% |
$28K - $31.1K
|
16.8K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-294- 5.09% |
$28.4K - $31.5K
|
5.48K
$604K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-296- 1.51% |
$28.6K - $31.7K
|
19.2K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-324- 10.27% |
$31.3K - $34.7K
|
2.83K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-377- 13.04% |
$36.4K - $40.4K
|
2.52K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-388- 1.16% |
$37.5K - $41.6K
|
33.2K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-412- 4.55% |
$39.8K - $44.2K
|
8.64K
$952K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-435- 10.65% |
$42K - $46.6K
|
3.65K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-435- 1.04% |
$42K - $46.6K
|
41.4K
$4.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-465- 3.46% |
$44.9K - $49.9K
|
13K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-559- 3.79% |
$54K - $59.9K
|
14.2K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-598- 15.15% |
$57.8K - $64.1K
|
3.35K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-601- 3.93% |
$58.1K - $64.5K
|
14.7K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-605- 14.24% |
$58.4K - $64.9K
|
3.64K
$401K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-616- 5.75% |
$59.5K - $66.1K
|
10.1K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-660- 0.81% |
$63.8K - $70.8K
|
80.9K
$8.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-674- 0.96% |
$65.1K - $72.3K
|
69.5K
$7.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-875- 4.9% |
$84.5K - $93.8K
|
17K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-950- 5.5% |
$91.8K - $102K
|
16.3K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-950- 5.49% |
$91.8K - $102K
|
16.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-983- 0.46% |
$95K - $105K
|
212K
$23.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 17.31% |
$96.6K - $107K
|
4.78K
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.13K- 2.63% |
$109K - $121K
|
41.9K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.27K- 3.06% |
$123K - $136K
|
40.3K
$4.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 6.6% |
$126K - $140K
|
18.4K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.74K- 1.32% |
$168K - $187K
|
130K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 1.77% |
$176K - $195K
|
101K
$11.1M
|