Purchases and Sales Made in Q4 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
729KNew |
$56.4M - $69.5M
|
729K
$74.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
89.6K+ 536.27% |
$6.93M - $8.55M
|
106K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.1K+ 71.77% |
$5.5M - $6.78M
|
170K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.5K+ 15.77% |
$4.91M - $6.06M
|
466K
$47.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.1K+ 356.37% |
$3.1M - $3.83M
|
51.4K
$5.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
24.2K+ 179.09% |
$1.87M - $2.31M
|
37.8K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.74M - $2.15M
|
22.5K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1K+ 116.36% |
$1.32M - $1.63M
|
31.7K
$3.25M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 48.92% |
$1.31M - $1.61M
|
51.4K
$5.27M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 1.49% |
$1.26M - $1.55M
|
1.11M
$113M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.2K+ 211.43% |
$1.1M - $1.36M
|
21K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5K+ 29.86% |
$808K - $997K
|
45.5K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.02K+ 8.8% |
$697K - $860K
|
111K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.32K+ 69.13% |
$565K - $698K
|
17.9K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.08K+ 5.81% |
$548K - $676K
|
129K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.71KNew |
$442K - $545K
|
5.71K
$586K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.68K+ 4.37% |
$439K - $542K
|
136K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.04KNew |
$389K - $480K
|
5.04K
$516K
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
4.3K+ 16.54% |
$332K - $410K
|
30.3K
$3.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.29K+ 4.54% |
$331K - $409K
|
98.7K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.21K+ 4.62% |
$325K - $401K
|
95.4K
$9.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.04K+ 14.54% |
$312K - $385K
|
31.8K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.8K+ 144.78% |
$294K - $363K
|
6.43K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.61KNew |
$279K - $344K
|
3.61K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.5K+ 5.61% |
$270K - $334K
|
65.9K
$6.75M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.41KNew |
$264K - $325K
|
3.41K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.14K+ 8.18% |
$243K - $299K
|
41.5K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.05KNew |
$236K - $291K
|
3.05K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.94KNew |
$227K - $281K
|
2.94K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.76KNew |
$213K - $263K
|
2.76K
$283K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$209K - $258K
|
2.71K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.39KNew |
$185K - $228K
|
2.39K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.37KNew |
$183K - $226K
|
2.37K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.36KNew |
$182K - $225K
|
2.36K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.36KNew |
$182K - $225K
|
2.36K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.34KNew |
$181K - $223K
|
2.34K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.32K+ 5.85% |
$179K - $221K
|
41.9K
$4.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.29KNew |
$177K - $218K
|
2.29K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.25KNew |
$174K - $215K
|
2.25K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.23KNew |
$173K - $213K
|
2.23K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
2.2KNew |
$170K - $209K
|
2.2K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.07K+ 10.36% |
$160K - $198K
|
22.1K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.99K+ 8.92% |
$154K - $190K
|
24.3K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.69KNew |
$130K - $161K
|
1.69K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 6.45% |
$117K - $144K
|
24.9K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.49K+ 10.1% |
$115K - $142K
|
16.3K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.33K+ 42.7% |
$103K - $127K
|
4.45K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.2K+ 39.34% |
$92.8K - $114K
|
4.25K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
915New |
$70.7K - $87.3K
|
915
$93.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
906+ 2.9% |
$70K - $86.4K
|
32.2K
$3.3M
|