Purchases and Sales Made in Q4 2022 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
781New |
$56.2K - $65.8K
|
781
$80.1K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
663+ 8.13% |
$47.7K - $55.8K
|
8.82K
$904K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
658+ 12.53% |
$47.3K - $55.4K
|
5.91K
$606K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
635New |
$45.7K - $53.5K
|
635
$65.1K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
557+ 8.56% |
$40K - $46.9K
|
7.07K
$725K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
543+ 5.76% |
$39K - $45.7K
|
9.97K
$1.02M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
499+ 3.16% |
$35.9K - $42K
|
16.3K
$1.67M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
474+ 2.67% |
$34.1K - $39.9K
|
18.2K
$1.87M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
423+ 4.95% |
$30.4K - $35.6K
|
8.97K
$920K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
408New |
$29.3K - $34.4K
|
408
$41.8K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
396+ 2.73% |
$28.5K - $33.3K
|
14.9K
$1.53M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
387New |
$27.8K - $32.6K
|
387
$39.7K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
370+ 2.13% |
$26.6K - $31.2K
|
17.7K
$1.82M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
341New |
$24.5K - $28.7K
|
341
$35K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
309+ 8.52% |
$22.2K - $26K
|
3.94K
$404K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
283New |
$20.3K - $23.8K
|
283
$29K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 3.83% |
$19.6K - $22.9K
|
7.38K
$757K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
257+ 9.25% |
$18.5K - $21.6K
|
3.04K
$311K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
252+ 8.03% |
$18.1K - $21.2K
|
3.39K
$348K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
234+ 0.4% |
$16.8K - $19.7K
|
58.2K
$5.97M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
225+ 1.48% |
$16.2K - $18.9K
|
15.4K
$1.58M
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
180+ 1.4% |
$12.9K - $15.2K
|
13K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158+ 1.35% |
$11.4K - $13.3K
|
11.8K
$1.21M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
158+ 47.73% |
$11.4K - $13.3K
|
489
$50.1K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
141+ 6.39% |
$10.1K - $11.9K
|
2.35K
$241K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
123+ 4.02% |
$8.84K - $10.4K
|
3.18K
$326K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
92+ 0.4% |
$6.61K - $7.75K
|
23.2K
$2.38M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
90+ 3.03% |
$6.47K - $7.58K
|
3.06K
$314K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 1.78% |
$6.11K - $7.16K
|
4.86K
$498K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
84+ 2.23% |
$6.04K - $7.07K
|
3.85K
$395K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
79+ 9.19% |
$5.68K - $6.65K
|
939
$96.3K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 0.16% |
$5.46K - $6.4K
|
48.4K
$4.96M
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
68+ 1.2% |
$4.89K - $5.73K
|
5.74K
$589K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
60+ 0.48% |
$4.31K - $5.05K
|
12.6K
$1.29M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
52+ 0.17% |
$3.74K - $4.38K
|
29.9K
$3.06M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51New |
$3.67K - $4.29K
|
51
$5.23K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
39New |
$2.8K - $3.28K
|
39
$4K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
38+ 0.25% |
$2.73K - $3.2K
|
15.5K
$1.59M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
24+ 34.29% |
$1.73K - $2.02K
|
94
$9.64K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24+ 0.43% |
$1.73K - $2.02K
|
5.63K
$578K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$1.08K - $1.26K
|
15
$1.54K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$1.08K - $1.26K
|
15
$1.54K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$1.08K - $1.26K
|
15
$1.54K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
14+ 0.24% |
$1.01K - $1.18K
|
5.73K
$588K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
13+ 0.17% |
$935 - $1.09K
|
7.78K
$797K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.28% |
$863 - $1.01K
|
4.32K
$443K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 5.24% |
$791 - $926
|
221
$22.7K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.31% |
$791 - $926
|
3.56K
$365K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$791 - $926
|
11
$1.13K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$719 - $842
|
10
$1.03K
|