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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124+ 2.13% |
$12.2K - $13.6K
|
5.95K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
117+ 2.41% |
$11.5K - $12.8K
|
4.96K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
111+ 5.05% |
$10.9K - $12.1K
|
2.31K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 2.13% |
$10.9K - $12.1K
|
5.32K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
105+ 2.82% |
$10.3K - $11.5K
|
3.83K
$393K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
99+ 6.26% |
$9.7K - $10.8K
|
1.68K
$172K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$9.51K - $10.6K
|
97
$9.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
95+ 1.25% |
$9.31K - $10.4K
|
7.67K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
90New |
$8.82K - $9.84K
|
90
$9.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
88+ 4.18% |
$8.62K - $9.62K
|
2.19K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
73+ 1.15% |
$7.15K - $7.98K
|
6.44K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$6.86K - $7.65K
|
70
$7.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
66+ 2.59% |
$6.47K - $7.22K
|
2.62K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$5.49K - $6.12K
|
56
$5.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
53+ 0.46% |
$5.19K - $5.79K
|
11.6K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
50+ 1.42% |
$4.9K - $5.47K
|
3.57K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 1.43% |
$4.7K - $5.25K
|
3.4K
$348K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.75% |
$4.51K - $5.03K
|
2.67K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
43+ 0.47% |
$4.21K - $4.7K
|
9.1K
$933K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
37+ 0.32% |
$3.63K - $4.05K
|
11.8K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
34+ 0.15% |
$3.33K - $3.72K
|
23.3K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.2% |
$3.04K - $3.39K
|
15.3K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
30+ 0.25% |
$2.94K - $3.28K
|
12.1K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29+ 0.59% |
$2.84K - $3.17K
|
4.97K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25New |
$2.45K - $2.73K
|
25
$2.56K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
17+ 0.14% |
$1.67K - $1.86K
|
12.2K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.3% |
$1.47K - $1.64K
|
4.98K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.61% |
$686 - $765
|
1.15K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6+ 0.15% |
$588 - $656
|
4.03K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.15% |
$490 - $547
|
3.24K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.15% |
$490 - $547
|
3.31K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$490 - $547
|
3.81K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$294 - $328
|
7.04K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3+ 0.04% |
$294 - $328
|
7.76K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.17% |
$196 - $219
|
1.19K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.01% |
$98 - $109
|
9.38K
$961K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.28% |
$98 - $109
|
358
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.1% |
$98 - $109
|
1.01K
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$98 - $109
|
1.38K
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$98 - $109
|
10.3K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.17% |
$98 - $109
|
597
$61.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.49% |
$98 - $109
|
205
$21K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$98 - $109
|
1
$103
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.2% |
$196 - $219
|
89
$9.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$294 - $328
|
2.5K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-7- 0.24% |
$686 - $765
|
2.92K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-14- 0.03% |
$1.37K - $1.53K
|
47.3K
$4.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19- 0.84% |
$1.86K - $2.08K
|
2.23K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-22- 0.17% |
$2.16K - $2.41K
|
13K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-24- 0.53% |
$2.35K - $2.62K
|
4.53K
$465K
|