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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
116+ 2.13% |
$11.5K - $12.4K
|
5.56K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
113+ 9.07% |
$11.2K - $12.1K
|
1.36K
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
100+ 0.21% |
$9.95K - $10.7K
|
48.6K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$9.95K - $10.7K
|
100
$11K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 8.76% |
$9.45K - $10.1K
|
1.18K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 2.57% |
$8.75K - $9.39K
|
3.52K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
84+ 1.25% |
$8.36K - $8.97K
|
6.8K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
82+ 2.49% |
$8.16K - $8.75K
|
3.38K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
76New |
$7.56K - $8.11K
|
76
$8.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
75+ 3.49% |
$7.46K - $8.01K
|
2.22K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
73+ 3.32% |
$7.26K - $7.79K
|
2.27K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 15.05% |
$7.26K - $7.79K
|
558
$61.3K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
57+ 33.73% |
$5.67K - $6.08K
|
226
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
50+ 0.49% |
$4.97K - $5.34K
|
10.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 50.0% |
$4.97K - $5.34K
|
150
$16.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.54% |
$4.58K - $4.91K
|
3.04K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35+ 0.94% |
$3.48K - $3.74K
|
3.74K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
28+ 0.17% |
$2.79K - $2.99K
|
16.2K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.56% |
$2.59K - $2.78K
|
4.68K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24+ 0.35% |
$2.39K - $2.56K
|
6.88K
$756K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22+ 0.23% |
$2.19K - $2.35K
|
9.68K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
15+ 0.47% |
$1.49K - $1.6K
|
3.22K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.15% |
$895 - $961
|
6.06K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.41% |
$597 - $640
|
1.47K
$161K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$398 - $427
|
3.82K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.07% |
$398 - $427
|
5.98K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$398 - $427
|
3.32K
$365K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.1% |
$398 - $427
|
3.83K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.12% |
$298 - $320
|
2.47K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$298 - $320
|
7.06K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3+ 0.14% |
$298 - $320
|
2.16K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.14% |
$298 - $320
|
2.15K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2+ 0.01% |
$199 - $213
|
18.2K
$2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.17% |
$199 - $213
|
1.15K
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$99.5 - $107
|
2.92K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.11% |
$99.5 - $107
|
901
$99K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.64% |
$1.39K - $1.49K
|
2.18K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-16- 0.74% |
$1.59K - $1.71K
|
2.14K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-21- 27.63% |
$2.09K - $2.24K
|
55
$6.05K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-35- 0.69% |
$3.48K - $3.74K
|
5.03K
$552K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 1.68% |
$3.58K - $3.84K
|
2.1K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 12.53% |
$4.87K - $5.23K
|
342
$37.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-51- 0.92% |
$5.07K - $5.44K
|
5.47K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-70- 1.42% |
$6.96K - $7.47K
|
4.86K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 29.59% |
$9.95K - $10.7K
|
238
$26.2K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 42.37% |
$9.95K - $10.7K
|
136
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 4.54% |
$9.95K - $10.7K
|
2.1K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-105- 0.13% |
$10.4K - $11.2K
|
80.8K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-105- 47.51% |
$10.4K - $11.2K
|
116
$12.8K
|