Purchases and Sales Made in Q3 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-577- 5.8% |
$47.5K - $52.9K
|
9.38K
$961K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-609- 7.09% |
$50.2K - $55.8K
|
7.98K
$818K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-781- 8.03% |
$64.3K - $71.6K
|
8.95K
$917K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-811- 2.9% |
$66.8K - $74.3K
|
27.1K
$2.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-860- 3.88% |
$70.8K - $78.8K
|
21.3K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-861- 18.28% |
$70.9K - $78.9K
|
3.85K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 2.47% |
$85.9K - $95.6K
|
41.3K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 20.82% |
$96.1K - $107K
|
4.44K
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.28K- 7.42% |
$105K - $117K
|
16K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.36K- 3.53% |
$112K - $124K
|
37K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.36K- 8.52% |
$112K - $124K
|
14.6K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.48K- 11.69% |
$122K - $135K
|
11.2K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.58K- 4.31% |
$130K - $144K
|
35K
$3.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.72K- 26.86% |
$142K - $158K
|
4.68K
$480K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 16.08% |
$148K - $165K
|
9.37K
$960K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.93K- 13.1% |
$159K - $177K
|
12.8K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.16K- 27.9% |
$178K - $198K
|
5.58K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.43K- 5.66% |
$200K - $223K
|
40.5K
$4.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.13K- 38.58% |
$340K - $379K
|
6.57K
$674K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.74K- 46.49% |
$390K - $434K
|
5.45K
$559K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.76K- 26.04% |
$392K - $437K
|
13.5K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.14K- 4.93% |
$423K - $471K
|
99.1K
$10.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.33K- 24.33% |
$687K - $764K
|
25.9K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 7.33% |
$702K - $781K
|
108K
$11M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.59K- 54.89% |
$707K - $787K
|
7.06K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 83.83% |
$1.04M - $1.16M
|
2.44K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-18.1K- 14.28% |
$1.49M - $1.66M
|
109K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.5K- 5.67% |
$1.53M - $1.7M
|
308K
$31.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.3K- 56.83% |
$1.59M - $1.77M
|
14.7K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 9.67% |
$1.79M - $1.99M
|
203K
$20.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.1K- 44.04% |
$2.15M - $2.39M
|
33.1K
$3.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.8K- 3.91% |
$3.78M - $4.2M
|
1.13M
$115M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-48.9K- 32.38% |
$4.03M - $4.48M
|
102K
$10.5M
|