Purchases and Sales Made in Q3 2022 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 13.78% |
$82.9K - $99.2K
|
9.63K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
916+ 12.65% |
$65.1K - $77.9K
|
8.16K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
890New |
$63.3K - $75.7K
|
890
$91.3K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
878+ 5.32% |
$62.4K - $74.7K
|
17.4K
$1.78M
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
845+ 2.59% |
$60.1K - $71.9K
|
33.5K
$3.43M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
830+ 19.69% |
$59K - $70.6K
|
5.05K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
824+ 4.87% |
$58.6K - $70.1K
|
17.7K
$1.82M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
821+ 27.89% |
$58.4K - $69.8K
|
3.77K
$386K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
765+ 6.32% |
$54.4K - $65.1K
|
12.9K
$1.32M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
762+ 15.72% |
$54.2K - $64.8K
|
5.61K
$575K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
642+ 26.67% |
$45.7K - $54.6K
|
3.05K
$313K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
620+ 6.76% |
$44.1K - $52.7K
|
9.79K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
603+ 4.17% |
$42.9K - $51.3K
|
15.1K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
589New |
$41.9K - $50.1K
|
589
$60.4K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
559+ 1.43% |
$39.8K - $47.5K
|
39.7K
$4.07M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
557+ 1.5% |
$39.6K - $47.4K
|
37.7K
$3.86M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
545+ 2.46% |
$38.8K - $46.4K
|
22.7K
$2.33M
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
519+ 10.07% |
$36.9K - $44.1K
|
5.68K
$582K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
517+ 113.13% |
$36.8K - $44K
|
974
$99.9K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
483+ 5.67% |
$34.4K - $41.1K
|
9.01K
$924K
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
442+ 3.71% |
$31.4K - $37.6K
|
12.4K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 2.98% |
$30.8K - $36.8K
|
15K
$1.53M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
421+ 2.71% |
$29.9K - $35.8K
|
16K
$1.64M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
408+ 1.75% |
$29K - $34.7K
|
23.7K
$2.43M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
349+ 4.12% |
$24.8K - $29.7K
|
8.83K
$905K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303New |
$21.5K - $25.8K
|
303
$31.1K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
282+ 9.25% |
$20.1K - $24K
|
3.33K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
273+ 6.17% |
$19.4K - $23.2K
|
4.7K
$482K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
259+ 1.58% |
$18.4K - $22K
|
16.7K
$1.71M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
241+ 2.49% |
$17.1K - $20.5K
|
9.94K
$1.02M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
218+ 2.62% |
$15.5K - $18.5K
|
8.55K
$877K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 72.55% |
$13.2K - $15.7K
|
440
$45.1K
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
178+ 2.21% |
$12.7K - $15.1K
|
8.25K
$846K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
154+ 9.99% |
$11K - $13.1K
|
1.7K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
130+ 65.0% |
$9.25K - $11.1K
|
330
$33.8K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
115+ 1.78% |
$8.18K - $9.78K
|
6.57K
$673K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 4.76% |
$7.11K - $8.51K
|
2.2K
$226K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
98+ 32.89% |
$6.97K - $8.34K
|
396
$40.6K
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
70New |
$4.98K - $5.95K
|
70
$7.18K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
66+ 0.66% |
$4.69K - $5.61K
|
10.1K
$1.04M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
60New |
$4.27K - $5.1K
|
60
$6.15K
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
54+ 0.77% |
$3.84K - $4.59K
|
7.11K
$729K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
46New |
$3.27K - $3.91K
|
46
$4.72K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36New |
$2.56K - $3.06K
|
36
$3.69K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$640 - $766
|
3.94K
$404K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.25% |
$569 - $680
|
3.26K
$335K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.21% |
$427 - $510
|
2.81K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.02% |
$427 - $510
|
30.7K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4+ 0.13% |
$284 - $340
|
2.97K
$305K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.08% |
$213 - $255
|
3.91K
$401K
|