Purchases and Sales Made in Q1 2025 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST WATER ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.56KNew |
$155K - $166K
|
1.56K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4K+ 3.41% |
$139K - $149K
|
42.4K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$133K - $142K
|
1.33K
$147K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.32KNew |
$131K - $140K
|
1.32K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.28K+ 13.57% |
$127K - $137K
|
10.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 2.91% |
$112K - $120K
|
39.8K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 3.38% |
$111K - $119K
|
34K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 2.18% |
$108K - $115K
|
50.6K
$5.57M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 12.13% |
$105K - $113K
|
9.79K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.06K+ 10.47% |
$105K - $113K
|
11.2K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1K+ 21.84% |
$99.9K - $107K
|
5.6K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
989+ 2.67% |
$98.4K - $106K
|
38.1K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
955+ 0.9% |
$95K - $102K
|
107K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
953+ 9.12% |
$94.8K - $102K
|
11.4K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
935+ 3.74% |
$93K - $99.8K
|
25.9K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
905+ 7.61% |
$90K - $96.6K
|
12.8K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
878+ 2.14% |
$87.3K - $93.7K
|
41.9K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
860+ 19.68% |
$85.6K - $91.8K
|
5.23K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
736+ 6.2% |
$73.2K - $78.6K
|
12.6K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
718+ 14.49% |
$71.4K - $76.6K
|
5.67K
$623K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
690+ 2.89% |
$68.6K - $73.7K
|
24.6K
$2.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
673+ 24.18% |
$67K - $71.8K
|
3.46K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
568+ 5.62% |
$56.5K - $60.6K
|
10.7K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
562+ 7.84% |
$55.9K - $60K
|
7.73K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
544+ 6.22% |
$54.1K - $58.1K
|
9.29K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
506+ 6.25% |
$50.3K - $54K
|
8.61K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
471+ 11.12% |
$46.9K - $50.3K
|
4.71K
$517K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
440+ 3.71% |
$43.8K - $47K
|
12.3K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
418+ 3.2% |
$41.6K - $44.6K
|
13.5K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
408+ 18.26% |
$40.6K - $43.5K
|
2.64K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
399+ 4.73% |
$39.7K - $42.6K
|
8.84K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373+ 5.17% |
$37.1K - $39.8K
|
7.59K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
355+ 5.3% |
$35.3K - $37.9K
|
7.05K
$775K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
351+ 369.47% |
$34.9K - $37.5K
|
446
$49K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
350New |
$34.8K - $37.4K
|
350
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
344+ 4.55% |
$34.2K - $36.7K
|
7.91K
$870K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
306+ 116.79% |
$30.4K - $32.7K
|
568
$62.4K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
292+ 1.32% |
$29K - $31.2K
|
22.4K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
260+ 7.23% |
$25.9K - $27.8K
|
3.86K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
242+ 1.59% |
$24.1K - $25.8K
|
15.5K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
225+ 4.6% |
$22.4K - $24K
|
5.11K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
212+ 7.42% |
$21.1K - $22.6K
|
3.07K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
203+ 6.9% |
$20.2K - $21.7K
|
3.14K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
195+ 7.85% |
$19.4K - $20.8K
|
2.68K
$295K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
189+ 47.37% |
$18.8K - $20.2K
|
588
$64.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180New |
$17.9K - $19.2K
|
180
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
166New |
$16.5K - $17.7K
|
166
$18.2K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
127New |
$12.6K - $13.6K
|
127
$14K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
121+ 8.58% |
$12K - $12.9K
|
1.53K
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
121+ 172.86% |
$12K - $12.9K
|
191
$21K
|