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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-240- 7.39% |
$23.9K - $25.6K
|
3.01K
$331K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-240- 1.47% |
$23.9K - $25.6K
|
16.1K
$1.77M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.4K+ 27.47% |
$2.53M - $2.71M
|
118K
$13M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22+ 0.23% |
$2.19K - $2.35K
|
9.68K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-247- 3.18% |
$24.6K - $26.4K
|
7.52K
$827K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-284- 50.0% |
$28.3K - $30.3K
|
284
$31.2K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.54K- 31.04% |
$551K - $591K
|
12.3K
$1.35M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.14% |
$298 - $320
|
2.15K
$236K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 12.13% |
$105K - $113K
|
9.79K
$1.08M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.8K+ 200.0% |
$478K - $512K
|
7.2K
$791K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-429- 5.62% |
$42.7K - $45.8K
|
7.2K
$791K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.14K- 8.4% |
$114K - $122K
|
12.5K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$99.5 - $107
|
2.92K
$321K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-213- 3.34% |
$21.2K - $22.7K
|
6.16K
$677K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 4.19% |
$29.8K - $32K
|
6.87K
$755K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10.8K- 36.05% |
$1.07M - $1.15M
|
19.1K
$2.1M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.1K- 26.98% |
$3.69M - $3.96M
|
100K
$11M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 8.76% |
$9.45K - $10.1K
|
1.18K
$130K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.57K- 11.08% |
$653K - $701K
|
52.7K
$5.79M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.56% |
$2.59K - $2.78K
|
4.68K
$514K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
73+ 3.32% |
$7.26K - $7.79K
|
2.27K
$250K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373+ 5.17% |
$37.1K - $39.8K
|
7.59K
$835K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
121+ 172.86% |
$12K - $12.9K
|
191
$21K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14.5KNew |
$1.44M - $1.55M
|
14.5K
$1.59M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.1K+ 32.84% |
$308K - $331K
|
12.5K
$1.38M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-968- 16.4% |
$96.3K - $103K
|
4.93K
$542K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
195+ 7.85% |
$19.4K - $20.8K
|
2.68K
$295K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-16- 0.74% |
$1.59K - $1.71K
|
2.14K
$235K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
418+ 3.2% |
$41.6K - $44.6K
|
13.5K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.54% |
$4.58K - $4.91K
|
3.04K
$334K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-111- 5.2% |
$11K - $11.8K
|
2.02K
$222K
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.06K+ 10.47% |
$105K - $113K
|
11.2K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-267- 11.09% |
$26.6K - $28.5K
|
2.14K
$235K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.1K+ 44.47% |
$1.3M - $1.39M
|
42.4K
$4.66M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.76K+ 31.47% |
$374K - $401K
|
15.7K
$1.73M
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
350New |
$34.8K - $37.4K
|
350
$38.5K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$398 - $427
|
3.32K
$365K
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.29KNew |
$228K - $244K
|
2.29K
$252K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
673+ 24.18% |
$67K - $71.8K
|
3.46K
$380K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-196- 4.77% |
$19.5K - $20.9K
|
3.92K
$430K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.45K- 7.36% |
$556K - $604K
|
68.6K
$7.54M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.51KNew |
$664K - $722K
|
6.51K
$715K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.13% |
$1.63K - $1.77K
|
12.3K
$1.35M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
136New |
$13.9K - $15.1K
|
136
$14.9K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19- 0.91% |
$1.94K - $2.11K
|
2.06K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.27KNew |
$741K - $806K
|
7.27K
$799K
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-340- 0.21% |
$34.7K - $37.7K
|
159K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.42K- 39.18% |
$145K - $157K
|
2.2K
$242K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-55- 2.46% |
$5.61K - $6.1K
|
2.18K
$239K
|