Latest Institutional Transactions on First Trust Water ETF (FIW)
This table provides information on the latest institutional transactions involving First Trust Water ETF (FIW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 9.45% |
$131K - $143K
|
14.9K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
785New |
$80.1K - $87.1K
|
785
$83K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5+ 0.23% |
$510 - $555
|
2.15K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 9.32% |
$121K - $132K
|
13.9K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57.7K- 77.92% |
$5.89M - $6.4M
|
16.4K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.24K+ 8.45% |
$841K - $914K
|
106K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 22.86% |
$124K - $135K
|
4.1K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$306 - $333
|
5.68K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
373+ 48.69% |
$38.1K - $41.4K
|
1.14K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
579+ 14.17% |
$59.1K - $64.2K
|
4.66K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
282+ 2.44% |
$28.8K - $31.3K
|
11.9K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.2K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
18+ 0.26% |
$1.84K - $2K
|
7.06K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.12K- 10.49% |
$421K - $457K
|
35.2K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-130- 0.39% |
$13.3K - $14.4K
|
32.9K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
119+ 2.63% |
$12.1K - $13.2K
|
4.65K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6+ 0.08% |
$612 - $665
|
7.77K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-460- 6.03% |
$46.9K - $51K
|
7.17K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
262New |
$26.7K - $29.1K
|
262
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.97% |
$10K - $10.9K
|
5.06K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 3.85% |
$168K - $183K
|
44.4K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
912New |
$93K - $101K
|
912
$96.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.21K+ 8.46% |
$531K - $577K
|
66.7K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.33K - $1.44K
|
22.2K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 14.34% |
$196K - $213K
|
11.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.66K- 33.84% |
$169K - $184K
|
3.25K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.27KNew |
$232K - $252K
|
2.27K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$3.12M - $3.4M
|
30.6K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
705+ 7.75% |
$71.9K - $78.2K
|
9.8K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-32- 1.27% |
$3.26K - $3.55K
|
2.48K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
655+ 4.92% |
$66.8K - $72.6K
|
14K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
377+ 4.67% |
$38.5K - $41.8K
|
8.44K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.32KNew |
$237K - $257K
|
2.32K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
324+ 12.13% |
$33.1K - $35.9K
|
2.99K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.24% |
$816 - $887
|
3.32K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
137+ 7.37% |
$14K - $15.2K
|
2K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.3% |
$105K - $114K
|
25K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16KNew |
$220K - $239K
|
2.16K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68- 0.44% |
$6.94K - $7.54K
|
15.2K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$612 - $665
|
2.19K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$112K - $122K
|
1.1K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25+ 0.26% |
$2.55K - $2.77K
|
9.66K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210+ 0.69% |
$21.4K - $23.3K
|
30.5K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.11K- 33.91% |
$113K - $123K
|
2.16K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
195+ 3.66% |
$19.9K - $21.6K
|
5.52K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.06K- 99.9% |
$618K - $672K
|
6
$634
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-263- 0.66% |
$26.8K - $29.2K
|
39.6K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 0.48% |
$6.73K - $7.32K
|
13.6K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-149- 3.4% |
$15.2K - $16.5K
|
4.23K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
111+ 4.15% |
$11.3K - $12.3K
|
2.78K
$294K
|