Patriot Financial Group Insurance Agency, LLC First Trust Water ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$67.71 - $85.64 $8,463 - $10,705	-125 Reduced 29.27%	302 $22,000
Q1 2022 May 11, 2022	BUY	$78.61 - $93.52 $78 - $93	1 Added 0.23%	427 $36,000
Q3 2021 Nov 24, 2021	BUY	$82.97 - $91.91 $82 - $91	1 Added 0.24%	426 $36,000
Q2 2021 Jul 30, 2021	BUY	$78.93 - $83.87 $33,545 - $35,644	425 New	425 $36,000

Others Institutions Holding FIW

# of Institutions

290

Shares Held

8.19M

Call Options Held

2.9K

Put Options Held

3.3K

Morgan Stanley New York, NY

1.09M
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

695K
Shares

$76.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

507K
Shares

$55.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

397K
Shares

$43.8 Million
0.0% of portfolio
Ubs Group Ag

346K
Shares

$38.2 Million
0.01% of portfolio

View Full List

About FIRST TRUST WATER ETF

Ticker FIW
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