Latest Institutional Purchases of First Trust Water ETF (FIW)
This list provides information on the latest institutional transactions involving First Trust Water ETF (FIW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$82.4 - $91.7
|
39.9K
$4.08M
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.3KNew |
$1.07M - $1.18M
|
13.3K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2.5KNew |
$201K - $221K
|
2.5K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$119K - $130K
|
1.47K
$150K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$1.21K - $1.33K
|
15
$1.53K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.85% |
$80.5 - $88.6
|
55
$5.62K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.1KNew |
$1.43M - $1.56M
|
18.1K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.76KNew |
$455K - $499K
|
5.76K
$589K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.32KNew |
$183K - $200K
|
2.32K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.66K+ 58.97% |
$131K - $144K
|
4.48K
$457K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
625+ 2.75% |
$49.3K - $54.1K
|
23.3K
$2.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
447+ 14.71% |
$35.3K - $38.7K
|
3.49K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
250New |
$19.7K - $21.6K
|
250
$25.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$9.23K - $10.1K
|
117
$12K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$316 - $346
|
4
$409
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.13KNew |
$225K - $264K
|
3.13K
$320K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
2.59KNew |
$186K - $218K
|
2.59K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.12KNew |
$152K - $178K
|
2.12K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
781New |
$56.2K - $65.8K
|
781
$79.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
635New |
$45.7K - $53.5K
|
635
$64.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
387New |
$27.8K - $32.6K
|
387
$39.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
341New |
$24.5K - $28.7K
|
341
$34.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
309+ 8.52% |
$22.2K - $26K
|
3.94K
$402K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$1.08K - $1.26K
|
15
$1.53K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$1.08K - $1.26K
|
15
$1.53K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$791 - $926
|
11
$1.12K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$719 - $842
|
10
$1.02K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
52.9KNew |
$3.76M - $4.5M
|
52.9K
$5.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.5KNew |
$820K - $981K
|
11.5K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
7.28KNew |
$517K - $619K
|
7.28K
$744K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.37K+ 3.86% |
$169K - $202K
|
63.8K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
890New |
$63.3K - $75.7K
|
890
$91K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
845+ 2.59% |
$60.1K - $71.9K
|
33.5K
$3.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303New |
$21.5K - $25.8K
|
303
$31K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
154+ 9.99% |
$11K - $13.1K
|
1.7K
$173K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
60New |
$4.27K - $5.1K
|
60
$6.13K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
46New |
$3.27K - $3.91K
|
46
$4.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36New |
$2.56K - $3.06K
|
36
$3.68K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.26% |
$71.1 - $85.1
|
384
$39.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
579+ 5.87% |
$39.2K - $49.6K
|
10.4K
$1.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
292New |
$19.8K - $25K
|
292
$29.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
180New |
$12.2K - $15.4K
|
180
$18.4K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26KNew |
$2.05M - $2.44M
|
26K
$2.66M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
563New |
$44.3K - $52.7K
|
563
$57.5K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
310New |
$24.4K - $29K
|
310
$31.7K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$7.86K - $9.35K
|
100
$10.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
48New |
$3.77K - $4.49K
|
48
$4.91K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.9KNew |
$504K - $560K
|
5.9K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
700+ 23.33% |
$59.8K - $66.5K
|
3.7K
$378K
|
|