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
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.11K+ 50.16% |
$109K - $122K
|
3.34K
$342K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.67% |
$99.7K - $111K
|
12.7K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 28.56% |
$98K - $109K
|
4.5K
$462K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
900+ 9.04% |
$88.2K - $98.4K
|
10.9K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
897+ 3.75% |
$87.9K - $98.1K
|
24.8K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
897+ 3.47% |
$87.9K - $98.1K
|
26.8K
$2.74M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
890+ 7.16% |
$87.2K - $97.3K
|
13.3K
$1.37M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
888+ 2.77% |
$87K - $97.1K
|
32.9K
$3.38M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
862+ 30.46% |
$84.5K - $94.2K
|
3.69K
$379K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
809+ 3.5% |
$79.3K - $88.4K
|
23.9K
$2.45M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
808+ 67.5% |
$79.2K - $88.3K
|
2.01K
$206K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
791+ 2.1% |
$77.5K - $86.5K
|
38.5K
$3.95M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
730+ 2.39% |
$71.5K - $79.8K
|
31.3K
$3.21M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
696+ 11.57% |
$68.2K - $76.1K
|
6.71K
$688K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
684+ 10.54% |
$67K - $74.8K
|
7.17K
$736K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
674+ 8.06% |
$66.1K - $73.7K
|
9.04K
$927K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
666+ 3.83% |
$65.3K - $72.8K
|
18.1K
$1.85M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
659+ 5.54% |
$64.6K - $72K
|
12.6K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
625New |
$61.3K - $68.3K
|
625
$64.1K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
610+ 13.29% |
$59.8K - $66.7K
|
5.2K
$533K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
600New |
$58.8K - $65.6K
|
600
$61.5K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
568New |
$55.7K - $62.1K
|
568
$58.2K
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
500+ 7.88% |
$49K - $54.7K
|
6.84K
$702K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
497+ 60.83% |
$48.7K - $54.3K
|
1.31K
$135K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
482+ 3.49% |
$47.2K - $52.7K
|
14.3K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
480+ 8.59% |
$47K - $52.5K
|
6.07K
$622K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
480+ 2.61% |
$47K - $52.5K
|
18.9K
$1.94M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
478New |
$46.8K - $52.3K
|
478
$49K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
465+ 2.84% |
$45.6K - $50.8K
|
16.8K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
451+ 9.26% |
$44.2K - $49.3K
|
5.32K
$546K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
436+ 1.54% |
$42.7K - $47.7K
|
28.8K
$2.95M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
400New |
$39.2K - $43.7K
|
400
$41K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
330+ 7.13% |
$32.3K - $36.1K
|
4.96K
$508K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
320+ 8.47% |
$31.4K - $35K
|
4.1K
$420K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
299+ 2.23% |
$29.3K - $32.7K
|
13.7K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
290+ 2.4% |
$28.4K - $31.7K
|
12.4K
$1.27M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
273New |
$26.8K - $29.8K
|
273
$28K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
232+ 1.38% |
$22.7K - $25.4K
|
17K
$1.75M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
214+ 0.15% |
$21K - $23.4K
|
141K
$14.4M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 2.62% |
$20.2K - $22.5K
|
8.07K
$827K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
198+ 5.09% |
$19.4K - $21.6K
|
4.09K
$419K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
196+ 1.3% |
$19.2K - $21.4K
|
15.2K
$1.56M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
191+ 3.72% |
$18.7K - $20.9K
|
5.32K
$546K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
188+ 2.11% |
$18.4K - $20.6K
|
9.12K
$935K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
187New |
$18.3K - $20.4K
|
187
$19.2K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
173+ 1572.73% |
$17K - $18.9K
|
184
$18.9K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
161+ 1.32% |
$15.8K - $17.6K
|
12.3K
$1.26M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
153+ 3.54% |
$15K - $16.7K
|
4.47K
$458K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149+ 2.65% |
$14.6K - $16.3K
|
5.78K
$593K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
125+ 3.3% |
$12.3K - $13.7K
|
3.92K
$401K
|