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 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
697+ 11.8% |
$53.9K - $66.5K
|
6.6K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
581+ 2.46% |
$44.9K - $55.4K
|
24.2K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
562+ 98.25% |
$43.4K - $53.6K
|
1.13K
$125K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
546+ 15.1% |
$42.2K - $52.1K
|
4.16K
$458K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
537+ 22.02% |
$41.5K - $51.2K
|
2.98K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
488+ 3.61% |
$37.7K - $46.5K
|
14K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
475+ 4.27% |
$36.7K - $45.3K
|
11.6K
$1.28M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462+ 6.96% |
$35.7K - $44.1K
|
7.1K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
363+ 2.07% |
$28.1K - $34.6K
|
17.9K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
351+ 6.0% |
$27.1K - $33.5K
|
6.2K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
320+ 9.56% |
$24.7K - $30.5K
|
3.67K
$404K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
312+ 2.42% |
$24.1K - $29.8K
|
13.2K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
298+ 0.17% |
$23K - $28.4K
|
172K
$19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
284New |
$22K - $27.1K
|
284
$31.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
280+ 0.76% |
$21.6K - $26.7K
|
37.3K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
275+ 1.25% |
$21.3K - $26.2K
|
22.4K
$2.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
270+ 0.82% |
$20.9K - $25.7K
|
33.3K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
265New |
$20.5K - $25.3K
|
265
$29.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
250+ 5.99% |
$19.3K - $23.8K
|
4.43K
$488K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
250+ 13.67% |
$19.3K - $23.8K
|
2.08K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
245+ 1.78% |
$18.9K - $23.4K
|
14K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
228+ 0.07% |
$17.6K - $21.7K
|
308K
$34M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
205New |
$15.8K - $19.6K
|
205
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
190+ 6.06% |
$14.7K - $18.1K
|
3.33K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
164+ 1.01% |
$12.7K - $15.6K
|
16.5K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
160+ 1.32% |
$12.4K - $15.3K
|
12.3K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
158+ 3.21% |
$12.2K - $15.1K
|
5.08K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
151+ 3.93% |
$11.7K - $14.4K
|
3.99K
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
147+ 0.32% |
$11.4K - $14K
|
46.7K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
142+ 3.03% |
$11K - $13.5K
|
4.82K
$532K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
138+ 1.24% |
$10.7K - $13.2K
|
11.3K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
133+ 1.66% |
$10.3K - $12.7K
|
8.14K
$897K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
119+ 0.29% |
$9.2K - $11.3K
|
41.4K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
115New |
$8.89K - $11K
|
115
$12.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
111+ 0.65% |
$8.58K - $10.6K
|
17.3K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
111New |
$8.58K - $10.6K
|
111
$12.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 730.77% |
$7.34K - $9.06K
|
108
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
82+ 1.3% |
$6.34K - $7.82K
|
6.4K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
81+ 0.2% |
$6.26K - $7.72K
|
40.5K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
78+ 0.27% |
$6.03K - $7.44K
|
28.5K
$3.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
67+ 1.93% |
$5.18K - $6.39K
|
3.54K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
67+ 744.44% |
$5.18K - $6.39K
|
76
$8.37K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
58+ 0.43% |
$4.48K - $5.53K
|
13.5K
$1.49M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52+ 3.22% |
$4.02K - $4.96K
|
1.67K
$184K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
48+ 0.68% |
$3.71K - $4.58K
|
7.1K
$782K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.87% |
$3.32K - $4.1K
|
5K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
31+ 0.69% |
$2.4K - $2.96K
|
4.53K
$499K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21New |
$1.62K - $2K
|
21
$2.31K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.3% |
$1.55K - $1.91K
|
6.59K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
16+ 0.08% |
$1.24K - $1.53K
|
19.6K
$2.16M
|