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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 3.31% |
$130K - $145K
|
38.7K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.32K- 19.49% |
$130K - $145K
|
5.46K
$560K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 16.34% |
$144K - $161K
|
7.52K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 3.89% |
$158K - $176K
|
39.8K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 4.57% |
$180K - $201K
|
38.4K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 30.3% |
$196K - $219K
|
4.6K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 35.4% |
$199K - $222K
|
3.7K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 12.28% |
$219K - $244K
|
16K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 2.8% |
$228K - $254K
|
80.8K
$8.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.56K- 6.12% |
$251K - $280K
|
39.3K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.59K- 15.72% |
$253K - $283K
|
13.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.9K- 8.95% |
$284K - $317K
|
29.5K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.12K- 4.3% |
$306K - $341K
|
69.5K
$7.12M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.34K- 2.05% |
$327K - $365K
|
160K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.4K- 1.63% |
$333K - $371K
|
205K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.53K- 3.49% |
$346K - $385K
|
97.6K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.86K- 5.56% |
$379K - $422K
|
65.6K
$6.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.6K- 22.12% |
$451K - $503K
|
16.2K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.62K- 11.13% |
$453K - $505K
|
36.9K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.99K- 16.03% |
$489K - $545K
|
26.1K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 5.52% |
$601K - $671K
|
105K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-6.9K- 13.88% |
$676K - $754K
|
42.8K
$4.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.98K- 16.43% |
$684K - $763K
|
35.5K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.35K- 11.05% |
$818K - $913K
|
67.2K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.86K- 14.38% |
$966K - $1.08M
|
58.7K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 53.25% |
$1.44M - $1.61M
|
12.9K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 4.88% |
$1.49M - $1.67M
|
297K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 3.09% |
$1.53M - $1.71M
|
491K
$50.4M
|