Purchases and Sales Made in Q2 2021 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.39K+ 20.81% |
$188K - $200K
|
13.9K
$1.43M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.23K+ 29.9% |
$176K - $187K
|
9.7K
$998K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.23K+ 12.95% |
$176K - $187K
|
19.4K
$2M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.79K+ 39.02% |
$141K - $150K
|
6.37K
$656K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 28.74% |
$141K - $150K
|
8K
$823K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 28.74% |
$141K - $150K
|
8K
$823K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77KNew |
$140K - $148K
|
1.77K
$182K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71KNew |
$135K - $144K
|
1.71K
$176K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.63K+ 13.19% |
$129K - $137K
|
14K
$1.44M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.36K+ 7.29% |
$107K - $114K
|
20K
$2.06M
|
|
Jul 23, 2021
Q2 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.21K+ 29.34% |
$95.1K - $101K
|
5.31K
$547K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 39.16% |
$91.2K - $97K
|
4.11K
$423K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.38% |
$90.5K - $96.1K
|
35.1K
$3.61M
|
|
Aug 16, 2021
Q2 2021
|
Granger Management LLC
|
BUY
|
- |
1.1K+ 0.36% |
$86.4K - $91.8K
|
304K
$31.3M
|
|
Aug 09, 2021
Q2 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.08K+ 13.81% |
$85.2K - $90.5K
|
8.9K
$915K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$84.8K - $90.1K
|
1.07K
$111K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07KNew |
$84.5K - $89.8K
|
1.07K
$110K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
956New |
$75.5K - $80.2K
|
956
$98.4K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
899+ 5.28% |
$71K - $75.4K
|
17.9K
$1.84M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
830+ 8.9% |
$65.5K - $69.6K
|
10.2K
$1.04M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
706+ 13.15% |
$55.7K - $59.2K
|
6.08K
$625K
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
664+ 6.84% |
$52.4K - $55.7K
|
10.4K
$1.07M
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
642+ 4.32% |
$50.7K - $53.8K
|
15.5K
$1.6M
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
577+ 85.86% |
$45.5K - $48.4K
|
1.25K
$129K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
574New |
$45.3K - $48.1K
|
574
$59.1K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
514+ 18.97% |
$40.6K - $43.1K
|
3.22K
$332K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
487+ 3.64% |
$38.4K - $40.8K
|
13.9K
$1.43M
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
475+ 3.61% |
$37.5K - $39.8K
|
13.6K
$1.4M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
425New |
$33.5K - $35.6K
|
425
$43.7K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
392+ 7.05% |
$30.9K - $32.9K
|
5.96K
$613K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 9.32% |
$30.9K - $32.9K
|
4.6K
$473K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
390New |
$30.8K - $32.7K
|
390
$40.1K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
362+ 4.26% |
$28.6K - $30.4K
|
8.85K
$911K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
325+ 109.06% |
$25.7K - $27.3K
|
623
$64.1K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
290New |
$22.9K - $24.3K
|
290
$29.8K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
237New |
$18.7K - $19.9K
|
237
$24.4K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
217New |
$17.1K - $18.2K
|
217
$22.3K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
213+ 0.7% |
$16.8K - $17.9K
|
30.8K
$3.17M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
181+ 16.1% |
$14.3K - $15.2K
|
1.31K
$134K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
134New |
$10.6K - $11.2K
|
134
$13.8K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.34% |
$9.71K - $10.3K
|
9.28K
$955K
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
121New |
$9.55K - $10.1K
|
121
$12.4K
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
110New |
$8.68K - $9.23K
|
110
$11.3K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
108New |
$8.52K - $9.06K
|
108
$11.1K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88New |
$6.95K - $7.38K
|
88
$9.05K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$4.74K - $5.03K
|
60
$6.17K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
53+ 1.22% |
$4.18K - $4.45K
|
4.4K
$453K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45+ 1.61% |
$3.55K - $3.77K
|
2.84K
$292K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
40New |
$3.16K - $3.35K
|
40
$4.12K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 2.72% |
$3.16K - $3.35K
|
1.51K
$156K
|