Purchases and Sales Made in Q3 2024 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
107K+ 30.81% |
$10.5M - $11.7M
|
453K
$46.4M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.5KNew |
$6.03M - $6.73M
|
61.5K
$6.31M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.9K+ 164.65% |
$4.4M - $4.91M
|
72.2K
$7.4M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38.5K+ 29.58% |
$3.77M - $4.21M
|
169K
$17.3M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 17.53% |
$3.65M - $4.07M
|
250K
$25.6M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37.2KNew |
$3.64M - $4.06M
|
37.2K
$3.81M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 5.19% |
$3.53M - $3.94M
|
731K
$74.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.8K+ 7.26% |
$2.83M - $3.15M
|
426K
$43.7M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.3K+ 91.77% |
$2.67M - $2.98M
|
57K
$5.84M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
25KNew |
$2.45M - $2.73M
|
25K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 1.49% |
$1.6M - $1.78M
|
1.11M
$113M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.6KNew |
$1.33M - $1.49M
|
13.6K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 291.63% |
$1.23M - $1.38M
|
16.9K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 6.75% |
$1.23M - $1.37M
|
199K
$20.4M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3K+ 453.27% |
$1.2M - $1.34M
|
15K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 9.64% |
$1.17M - $1.3M
|
136K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$998K - $1.11M
|
10.2K
$1.04M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.19K+ 20.19% |
$900K - $1M
|
54.7K
$5.61M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.4KNew |
$823K - $918K
|
8.4K
$861K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.81K+ 6.9% |
$765K - $854K
|
121K
$12.4M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.96K+ 58.99% |
$682K - $760K
|
18.7K
$1.92M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.84K+ 24.69% |
$670K - $747K
|
34.5K
$3.54M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.84K+ 24.69% |
$670K - $747K
|
34.5K
$3.54M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.04K+ 14.54% |
$494K - $551K
|
39.7K
$4.07M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45K+ 4.44% |
$338K - $377K
|
81.1K
$8.32M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 32.84% |
$325K - $363K
|
13.4K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$320K - $357K
|
3.27K
$335K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.94KNew |
$288K - $321K
|
2.94K
$301K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.91KNew |
$285K - $318K
|
2.91K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.67KNew |
$262K - $292K
|
2.67K
$274K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.58K+ 17.53% |
$253K - $282K
|
17.3K
$1.77M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.54K+ 23.83% |
$249K - $278K
|
13.2K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.5KNew |
$245K - $273K
|
2.5K
$256K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.2KNew |
$216K - $241K
|
2.2K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.18KNew |
$213K - $238K
|
2.18K
$223K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.16KNew |
$212K - $236K
|
2.16K
$222K
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.14KNew |
$210K - $234K
|
2.14K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.13KNew |
$209K - $233K
|
2.13K
$219K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$195K - $217K
|
1.99K
$204K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.96KNew |
$192K - $214K
|
1.96K
$201K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$191K - $214K
|
1.95K
$200K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 1.91% |
$189K - $211K
|
103K
$10.5M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.89K+ 49.79% |
$185K - $206K
|
5.68K
$582K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$183K - $204K
|
1.87K
$191K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.86KNew |
$182K - $203K
|
1.86K
$191K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.83K+ 290.65% |
$180K - $201K
|
2.47K
$253K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.52K+ 38.01% |
$149K - $166K
|
5.52K
$566K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51K+ 44.26% |
$148K - $165K
|
4.91K
$503K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.47K+ 29.43% |
$144K - $160K
|
6.45K
$661K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.18K+ 5.04% |
$116K - $129K
|
24.7K
$2.53M
|