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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-111- 5.2% |
$11K - $11.8K
|
2.02K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-112- 9.84% |
$11.1K - $12K
|
1.03K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-114- 1.61% |
$11.3K - $12.2K
|
6.96K
$765K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 14.77% |
$11.3K - $12.2K
|
658
$72.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131- 6.05% |
$13K - $14K
|
2.03K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-151- 1.14% |
$15K - $16.1K
|
13K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-160- 1.14% |
$15.9K - $17.1K
|
13.8K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-191- 1.18% |
$19K - $20.4K
|
16K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-194- 0.59% |
$19.3K - $20.7K
|
32.7K
$3.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-196- 4.77% |
$19.5K - $20.9K
|
3.92K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-198- 0.73% |
$19.7K - $21.1K
|
26.9K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-201- 19.84% |
$20K - $21.5K
|
812
$89.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-213- 3.34% |
$21.2K - $22.7K
|
6.16K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-234- 4.73% |
$23.3K - $25K
|
4.71K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-234- 1.44% |
$23.3K - $25K
|
16K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 1.55% |
$23.8K - $25.5K
|
15.1K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-240- 1.47% |
$23.9K - $25.6K
|
16.1K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-240- 7.39% |
$23.9K - $25.6K
|
3.01K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-247- 3.18% |
$24.6K - $26.4K
|
7.52K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-250- 4.4% |
$24.9K - $26.7K
|
5.43K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-267- 11.09% |
$26.6K - $28.5K
|
2.14K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-274- 7.68% |
$27.3K - $29.2K
|
3.29K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-284- 50.0% |
$28.3K - $30.3K
|
284
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-290- 2.31% |
$28.8K - $31K
|
12.3K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-292- 2.61% |
$29K - $31.2K
|
10.9K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 4.19% |
$29.8K - $32K
|
6.87K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-376- 1.85% |
$37.4K - $40.1K
|
19.9K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-395- 52.95% |
$39.3K - $42.2K
|
351
$38.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-429- 5.62% |
$42.7K - $45.8K
|
7.2K
$791K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-454- 6.05% |
$45.2K - $48.5K
|
7.06K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-469- 1.74% |
$46.7K - $50.1K
|
26.5K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-474- 2.79% |
$47.2K - $50.6K
|
16.5K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-487- 0.25% |
$48.4K - $52K
|
191K
$21M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-491- 1.3% |
$48.8K - $52.4K
|
37.4K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-494- 4.6% |
$49.1K - $52.7K
|
10.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-548- 2.39% |
$54.5K - $58.5K
|
22.4K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-554- 16.12% |
$55.1K - $59.1K
|
2.88K
$317K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-557- 98.06% |
$55.4K - $59.5K
|
11
$1.21K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-568- 16.46% |
$56.5K - $60.6K
|
2.88K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 87.32% |
$59.6K - $63.9K
|
87
$9.56K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-649- 1.64% |
$64.6K - $69.3K
|
39K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-664- 4.0% |
$66.1K - $70.9K
|
15.9K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-664- 17.8% |
$66.1K - $70.9K
|
3.07K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-672- 22.64% |
$66.9K - $71.7K
|
2.3K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-897- 6.44% |
$89.2K - $95.7K
|
13K
$1.43M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-907- 13.87% |
$90.2K - $96.8K
|
5.63K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-966- 7.32% |
$96.1K - $103K
|
12.2K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-968- 16.4% |
$96.3K - $103K
|
4.93K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-982- 29.03% |
$97.7K - $105K
|
2.4K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 2.98% |
$103K - $111K
|
33.8K
$3.71M
|