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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 3.01% |
$6.66K - $7.43K
|
2.19K
$224K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51K+ 44.26% |
$148K - $165K
|
4.91K
$503K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-502- 4.62% |
$49.2K - $54.9K
|
10.4K
$1.06M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
600New |
$58.8K - $65.6K
|
600
$61.5K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-59- 2.48% |
$5.78K - $6.45K
|
2.32K
$238K
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
43+ 0.47% |
$4.21K - $4.7K
|
9.1K
$933K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.3% |
$1.47K - $1.64K
|
4.98K
$511K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
206+ 2.62% |
$20.2K - $22.5K
|
8.07K
$827K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.6K- 22.12% |
$451K - $503K
|
16.2K
$1.66M
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-50- 0.23% |
$4.9K - $5.47K
|
22.1K
$2.26M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$6.86K - $7.65K
|
70
$7.18K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.05K- 67.9% |
$102K - $114K
|
494
$50.7K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$183K - $204K
|
1.87K
$191K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
330+ 7.13% |
$32.3K - $36.1K
|
4.96K
$508K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-281- 6.95% |
$27.5K - $30.7K
|
3.76K
$386K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
478New |
$46.8K - $52.3K
|
478
$49K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.96KNew |
$192K - $214K
|
1.96K
$201K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
659+ 5.54% |
$64.6K - $72K
|
12.6K
$1.29M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83- 2.61% |
$8.13K - $9.07K
|
3.1K
$318K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
191+ 3.72% |
$18.7K - $20.9K
|
5.32K
$546K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
890+ 7.16% |
$87.2K - $97.3K
|
13.3K
$1.37M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.5KNew |
$245K - $273K
|
2.5K
$256K
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-6.9K- 13.88% |
$676K - $754K
|
42.8K
$4.39M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.86KNew |
$182K - $203K
|
1.86K
$191K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.86K- 5.56% |
$379K - $422K
|
65.6K
$6.73M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-399- 8.35% |
$39.1K - $43.6K
|
4.38K
$449K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-798- 11.06% |
$78.2K - $87.2K
|
6.42K
$658K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 4.88% |
$1.49M - $1.67M
|
297K
$30.4M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 3.89% |
$158K - $176K
|
39.8K
$4.08M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-67- 0.96% |
$6.57K - $7.33K
|
6.93K
$711K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 5.52% |
$601K - $671K
|
105K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 2.8% |
$228K - $254K
|
80.8K
$8.29M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-93- 24.54% |
$9.11K - $10.2K
|
286
$29.3K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-209- 0.93% |
$20.5K - $22.8K
|
22.2K
$2.28M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.2% |
$196 - $219
|
89
$9.13K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 32.84% |
$325K - $363K
|
13.4K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$98 - $109
|
1.38K
$141K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 2.13% |
$10.9K - $12.1K
|
5.32K
$545K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-52- 34.21% |
$5.1K - $5.69K
|
100
$10.3K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$5.49K - $6.12K
|
56
$5.74K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$490 - $547
|
3.81K
$390K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-39- 0.61% |
$3.82K - $4.26K
|
6.37K
$653K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
888+ 2.77% |
$87K - $97.1K
|
32.9K
$3.38M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
187New |
$18.3K - $20.4K
|
187
$19.2K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$320K - $357K
|
3.27K
$335K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.17% |
$98 - $109
|
597
$61.2K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.61% |
$686 - $765
|
1.15K
$118K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
111+ 5.05% |
$10.9K - $12.1K
|
2.31K
$237K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
105+ 2.82% |
$10.3K - $11.5K
|
3.83K
$393K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
480+ 8.59% |
$47K - $52.5K
|
6.07K
$622K
|