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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.93KClosed |
$131K - $165K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-500Closed |
$33.9K - $42.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.93KClosed |
$199K - $251K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-135- 61.36% |
$9.14K - $11.6K
|
85
$8.72K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 1.79% |
$78.6 - $93.5
|
55
$5.64K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.48KClosed |
$274K - $326K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-434Closed |
$34.1K - $40.6K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.47KClosed |
$430K - $512K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-188Closed |
$14.8K - $17.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15Closed |
$1.18K - $1.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.3KClosed |
$1.44M - $1.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-175Closed |
$13.8K - $16.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26KNew |
$2.05M - $2.44M
|
26K
$2.67M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-33Closed |
$2.59K - $3.09K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-55Closed |
$4.32K - $5.14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-29.4KClosed |
$2.31M - $2.75M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1KClosed |
$78.6K - $93.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-46.1KClosed |
$3.62M - $4.31M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.25KClosed |
$177K - $210K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3.4KClosed |
$267K - $318K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.5KClosed |
$354K - $421K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
310New |
$24.4K - $29K
|
310
$31.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
563New |
$44.3K - $52.7K
|
563
$57.7K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.43KClosed |
$191K - $227K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-123KClosed |
$9.66M - $11.5M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-60- 60.0% |
$4.72K - $5.61K
|
40
$4.1K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$7.86K - $9.35K
|
100
$10.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-280Closed |
$22K - $26.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.24KClosed |
$176K - $210K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-136Closed |
$10.7K - $12.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-371Closed |
$29.2K - $34.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.68KClosed |
$211K - $251K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-68KClosed |
$5.35M - $6.36M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.2KClosed |
$173K - $206K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
48New |
$3.77K - $4.49K
|
48
$4.92K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.35KClosed |
$184K - $219K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.41KClosed |
$189K - $225K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-417Closed |
$32.8K - $39K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-20.7KClosed |
$1.63M - $1.94M
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.15KClosed |
$169K - $201K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
397New |
$33.9K - $37.7K
|
397
$40.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.99KClosed |
$512K - $569K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
700+ 23.33% |
$59.8K - $66.5K
|
3.7K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 30.3% |
$4.27K - $4.75K
|
215
$22K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-27Closed |
$2.31K - $2.56K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-435Closed |
$37.2K - $41.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-198Closed |
$16.9K - $18.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
456New |
$39K - $43.3K
|
456
$46.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.9KNew |
$504K - $560K
|
5.9K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|