Purchases and Sales Made in Q4 2024 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 28.22% |
$2.08M - $2.26M
|
92.6K
$9.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2K+ 88.78% |
$1.44M - $1.57M
|
30.1K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.03K+ 48.18% |
$921K - $1M
|
27.8K
$2.96M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.73KNew |
$891K - $968K
|
8.73K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.4KNew |
$449K - $488K
|
4.4K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.17K+ 12.65% |
$425K - $462K
|
37.1K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.6KNew |
$367K - $399K
|
3.6K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$321K - $349K
|
3.15K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.06K+ 48.09% |
$313K - $340K
|
9.44K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.95KNew |
$300K - $327K
|
2.95K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.21KNew |
$225K - $245K
|
2.21K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.71K+ 12.3% |
$174K - $189K
|
15.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
846+ 1.77% |
$86.3K - $93.8K
|
48.5K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
585+ 2.03% |
$59.7K - $64.9K
|
29.4K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
246+ 11.38% |
$25.1K - $27.3K
|
2.41K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 8.96% |
$23.7K - $25.7K
|
2.82K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
96+ 1.49% |
$9.79K - $10.6K
|
6.54K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.26% |
$1.02K - $1.11K
|
3.82K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.3% |
$102 - $111
|
338
$36.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.28K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$204 - $222
|
3.57K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-4- 0.67% |
$408 - $444
|
593
$63.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6- 0.21% |
$612 - $665
|
2.92K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45- 0.7% |
$4.59K - $4.99K
|
6.37K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-68- 2.02% |
$6.94K - $7.54K
|
3.29K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-88- 1.77% |
$8.98K - $9.76K
|
4.88K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 1.91% |
$9.69K - $10.5K
|
4.89K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-124- 3.24% |
$12.7K - $13.8K
|
3.7K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-410- 1.76% |
$41.8K - $45.5K
|
22.9K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-626- 4.98% |
$63.9K - $69.4K
|
11.9K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-831- 4.4% |
$84.8K - $92.2K
|
18.1K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 22.14% |
$190K - $206K
|
6.54K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.64K- 81.38% |
$575K - $626K
|
1.29K
$138K
|