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 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25New |
$2.45K - $2.73K
|
25
$2.56K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.13KNew |
$209K - $233K
|
2.13K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.67KNew |
$262K - $292K
|
2.67K
$274K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
900+ 9.04% |
$88.2K - $98.4K
|
10.9K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$191K - $214K
|
1.95K
$200K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.4KNew |
$823K - $918K
|
8.4K
$861K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$294 - $328
|
7.04K
$722K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-99- 0.25% |
$9.7K - $10.8K
|
39.9K
$4.09M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
273New |
$26.8K - $29.8K
|
273
$28K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149+ 2.65% |
$14.6K - $16.3K
|
5.78K
$593K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
808+ 67.5% |
$79.2K - $88.3K
|
2.01K
$206K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-367- 10.07% |
$36K - $40.1K
|
3.28K
$336K
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.98K- 16.43% |
$684K - $763K
|
35.5K
$3.64M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
482+ 3.49% |
$47.2K - $52.7K
|
14.3K
$1.46M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-22- 0.17% |
$2.16K - $2.41K
|
13K
$1.33M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-270- 10.6% |
$26.5K - $29.5K
|
2.28K
$233K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.28% |
$98 - $109
|
358
$36.7K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
188+ 2.11% |
$18.4K - $20.6K
|
9.12K
$935K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29+ 0.59% |
$2.84K - $3.17K
|
4.97K
$510K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
50+ 1.42% |
$4.9K - $5.47K
|
3.57K
$366K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-52- 0.37% |
$5.1K - $5.69K
|
14.1K
$1.45M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.16KNew |
$212K - $236K
|
2.16K
$222K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
480+ 2.61% |
$47K - $52.5K
|
18.9K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-38- 1.12% |
$3.72K - $4.15K
|
3.36K
$345K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$9.51K - $10.6K
|
97
$9.95K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.96K+ 58.99% |
$682K - $760K
|
18.7K
$1.92M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
674+ 8.06% |
$66.1K - $73.7K
|
9.04K
$927K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
17+ 0.14% |
$1.67K - $1.86K
|
12.2K
$1.25M
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$350K - $388K
|
3.62K
$371K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200New |
$19.3K - $21.4K
|
200
$20.5K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
647New |
$62.5K - $69.4K
|
647
$66.3K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-377- 13.04% |
$36.4K - $40.4K
|
2.52K
$258K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.07% |
$773 - $858
|
11.2K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-195- 3.67% |
$18.8K - $20.9K
|
5.12K
$525K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
140+ 0.37% |
$13.5K - $15K
|
37.6K
$3.85M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5K+ 23.08% |
$145K - $161K
|
8K
$820K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.24% |
$1.26K - $1.39K
|
5.41K
$555K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
145+ 190.79% |
$14K - $15.5K
|
221
$22.7K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$5.8K - $6.43K
|
60
$6.15K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
200New |
$19.3K - $21.4K
|
200
$20.5K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$773 - $858
|
1.71K
$175K
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-412- 4.55% |
$39.8K - $44.2K
|
8.64K
$886K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.82KNew |
$465K - $516K
|
4.82K
$494K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.09M - $3.43M
|
32K
$3.28M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.13KNew |
$399K - $443K
|
4.13K
$424K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25New |
$2.42K - $2.68K
|
25
$2.56K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
654+ 8.82% |
$63.2K - $70.1K
|
8.07K
$828K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$29K - $32.2K
|
300
$30.8K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-169- 41.73% |
$16.3K - $18.1K
|
236
$24.2K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
9+ 3.8% |
$869 - $965
|
246
$25.2K
|