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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 3.95% |
$3.19M - $3.42M
|
845K
$92.9M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-234- 1.44% |
$23.3K - $25K
|
16K
$1.76M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
562+ 7.84% |
$55.9K - $60K
|
7.73K
$850K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.32KNew |
$131K - $140K
|
1.32K
$145K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 87.32% |
$59.6K - $63.9K
|
87
$9.56K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 1.55% |
$23.8K - $25.5K
|
15.1K
$1.67M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
116+ 2.13% |
$11.5K - $12.4K
|
5.56K
$611K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.8K- 39.33% |
$3.36M - $3.61M
|
52.2K
$5.74M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.17K+ 7.37% |
$912K - $979K
|
134K
$14.7M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-568- 16.46% |
$56.5K - $60.6K
|
2.88K
$317K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
344+ 4.55% |
$34.2K - $36.7K
|
7.91K
$870K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.11KNew |
$310K - $332K
|
3.11K
$342K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 42.37% |
$9.95K - $10.7K
|
136
$14.9K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.68K- 10.05% |
$664K - $713K
|
59.8K
$6.57M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
440+ 3.71% |
$43.8K - $47K
|
12.3K
$1.35M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1K+ 21.84% |
$99.9K - $107K
|
5.6K
$616K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.29K+ 4.94% |
$328K - $351K
|
70K
$7.7M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.36KNew |
$632K - $679K
|
6.36K
$699K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
82+ 2.49% |
$8.16K - $8.75K
|
3.38K
$371K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-112- 9.84% |
$11.1K - $12K
|
1.03K
$113K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-292- 2.61% |
$29K - $31.2K
|
10.9K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$133K - $142K
|
1.33K
$147K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 50.0% |
$4.97K - $5.34K
|
150
$16.5K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-672- 22.64% |
$66.9K - $71.7K
|
2.3K
$252K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
113+ 9.07% |
$11.2K - $12.1K
|
1.36K
$149K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-234- 4.73% |
$23.3K - $25K
|
4.71K
$518K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-35- 0.69% |
$3.48K - $3.74K
|
5.03K
$552K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
57+ 33.73% |
$5.67K - $6.08K
|
226
$24.8K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-664- 4.0% |
$66.1K - $70.9K
|
15.9K
$1.75M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$746K - $801K
|
7.5K
$824K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-454- 6.05% |
$45.2K - $48.5K
|
7.06K
$775K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 15.05% |
$7.26K - $7.79K
|
558
$61.3K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
878+ 2.14% |
$87.3K - $93.7K
|
41.9K
$4.61M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
736+ 6.2% |
$73.2K - $78.6K
|
12.6K
$1.39M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-151- 1.14% |
$15K - $16.1K
|
13K
$1.43M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
76New |
$7.56K - $8.11K
|
76
$8.35K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1KNew |
$1.5M - $1.61M
|
15.1K
$1.66M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-982- 29.03% |
$97.7K - $105K
|
2.4K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-9.21K- 65.55% |
$916K - $983K
|
4.84K
$532K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 4.01% |
$159K - $171K
|
38.4K
$4.22M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 18.21% |
$208K - $223K
|
9.4K
$1.03M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 66.04% |
$1.46M - $1.57M
|
7.54K
$829K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.07% |
$398 - $427
|
5.98K
$657K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
935+ 3.74% |
$93K - $99.8K
|
25.9K
$2.85M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05KNew |
$304K - $326K
|
3.05K
$336K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
260+ 7.23% |
$25.9K - $27.8K
|
3.86K
$424K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-474- 2.79% |
$47.2K - $50.6K
|
16.5K
$1.81M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-487- 0.25% |
$48.4K - $52K
|
191K
$21M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.12K- 10.27% |
$311K - $333K
|
27.3K
$3M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
399+ 4.73% |
$39.7K - $42.6K
|
8.84K
$972K
|