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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
115New |
$11.7K - $12.8K
|
115
$12.6K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
156New |
$15.9K - $17.3K
|
156
$17.1K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 0.92% |
$2.45K - $2.66K
|
2.64K
$290K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
900New |
$91.8K - $99.8K
|
900
$98.9K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-690- 5.33% |
$70.4K - $76.5K
|
12.3K
$1.35M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 36.36% |
$408 - $444
|
15
$1.65K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.57K+ 555.53% |
$466K - $507K
|
5.4K
$593K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.98% |
$3.67K - $3.99K
|
3.66K
$402K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-613- 13.14% |
$62.5K - $68K
|
4.05K
$445K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.9KNew |
$2.44M - $2.65M
|
23.9K
$2.63M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.16KNew |
$322K - $351K
|
3.16K
$347K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.31K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
102New |
$10.4K - $11.3K
|
102
$11.2K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.52% |
$20.4K - $22.2K
|
2.86K
$314K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.33% |
$102 - $111
|
301
$33.1K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 9.45% |
$131K - $143K
|
14.9K
$1.64M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
785New |
$80.1K - $87.1K
|
785
$86.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 22.86% |
$124K - $135K
|
4.1K
$451K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$204 - $222
|
1.38K
$151K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
579+ 14.17% |
$59.1K - $64.2K
|
4.66K
$513K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
373+ 48.69% |
$38.1K - $41.4K
|
1.14K
$125K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
912New |
$93K - $101K
|
912
$100K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$3.12M - $3.4M
|
30.6K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.32KNew |
$237K - $257K
|
2.32K
$255K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-32- 1.27% |
$3.26K - $3.55K
|
2.48K
$273K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$112K - $122K
|
1.1K
$121K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.95KNew |
$300K - $327K
|
2.95K
$324K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.21KNew |
$225K - $245K
|
2.21K
$243K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.4KNew |
$449K - $488K
|
4.4K
$484K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.64K- 81.38% |
$575K - $626K
|
1.29K
$142K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 8.96% |
$23.7K - $25.7K
|
2.82K
$310K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10New |
$980 - $1.09K
|
10
$1.1K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
400New |
$39.2K - $43.7K
|
400
$44K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 291.63% |
$1.23M - $1.38M
|
16.9K
$1.86M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
625New |
$61.3K - $68.3K
|
625
$68.7K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-29- 0.53% |
$2.84K - $3.17K
|
5.45K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.11K+ 50.16% |
$109K - $122K
|
3.34K
$367K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.49% |
$98 - $109
|
205
$22.5K
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 30.3% |
$196K - $219K
|
4.6K
$506K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 28.56% |
$98K - $109K
|
4.5K
$495K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.32K- 19.49% |
$130K - $145K
|
5.46K
$601K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
90New |
$8.82K - $9.84K
|
90
$9.89K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-209- 5.2% |
$20.5K - $22.8K
|
3.81K
$419K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$195K - $217K
|
1.99K
$219K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-101- 4.7% |
$9.9K - $11K
|
2.05K
$225K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
600New |
$58.8K - $65.6K
|
600
$66K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.05K- 67.9% |
$102K - $114K
|
494
$54.3K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
478New |
$46.8K - $52.3K
|
478
$52.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 2.8% |
$228K - $254K
|
80.8K
$8.88M
|