Purchases and Sales Made in Q4 2022 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.03% |
$647 - $758
|
30.7K
$3.18M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6+ 0.13% |
$431 - $505
|
4.7K
$486K
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$360 - $421
|
3.94K
$407K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.15% |
$360 - $421
|
3.27K
$338K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4+ 0.14% |
$288 - $337
|
2.82K
$291K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$288 - $337
|
10.1K
$1.04M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.6% |
$71.9 - $84.2
|
169
$17.5K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-20- 0.63% |
$1.44K - $1.68K
|
3.13K
$324K
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 9.09% |
$2.88K - $3.37K
|
400
$41.3K
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-55- 0.3% |
$3.95K - $4.63K
|
18.4K
$1.9M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 23.08% |
$4.31K - $5.05K
|
200
$20.7K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-70- 35.0% |
$5.03K - $5.89K
|
130
$13.4K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-82- 0.3% |
$5.9K - $6.91K
|
27.4K
$2.84M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-93- 0.98% |
$6.69K - $7.83K
|
9.39K
$970K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-103- 0.33% |
$7.41K - $8.67K
|
31K
$3.2M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-108- 4.37% |
$7.77K - $9.09K
|
2.36K
$244K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 7.11% |
$8.99K - $10.5K
|
1.63K
$169K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-126- 0.87% |
$9.06K - $10.6K
|
14.4K
$1.48M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-151- 0.64% |
$10.9K - $12.7K
|
23.5K
$2.43M
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-170- 2.06% |
$12.2K - $14.3K
|
8.08K
$835K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 10.61% |
$12.8K - $15K
|
1.5K
$155K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-182- 5.33% |
$13.1K - $15.3K
|
3.23K
$334K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-191- 2.6% |
$13.7K - $16.1K
|
7.16K
$739K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-219- 1.32% |
$15.7K - $18.4K
|
16.4K
$1.7M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-220- 4.36% |
$15.8K - $18.5K
|
4.83K
$499K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-227- 0.17% |
$16.3K - $19.1K
|
130K
$13.4M
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-236- 1.09% |
$17K - $19.9K
|
21.5K
$2.22M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-303- 2.06% |
$21.8K - $25.5K
|
14.4K
$1.49M
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-325- 1.9% |
$23.4K - $27.4K
|
16.8K
$1.74M
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-329- 2.99% |
$23.7K - $27.7K
|
10.7K
$1.1M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-332- 25.6% |
$23.9K - $28K
|
965
$99.7K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-332- 6.71% |
$23.9K - $28K
|
4.61K
$477K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-333- 0.41% |
$23.9K - $28K
|
81.1K
$8.38M
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-387- 3.13% |
$27.8K - $32.6K
|
12K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-420- 3.11% |
$30.2K - $35.4K
|
13.1K
$1.35M
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-450- 1.04% |
$32.4K - $37.9K
|
42.9K
$4.43M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-454- 1.97% |
$32.6K - $38.2K
|
22.6K
$2.34M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-473- 2.75% |
$34K - $39.8K
|
16.7K
$1.73M
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-561- 13.56% |
$40.3K - $47.2K
|
3.58K
$369K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-581- 8.85% |
$41.8K - $48.9K
|
5.99K
$619K
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-693- 9.75% |
$49.8K - $58.4K
|
6.42K
$663K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-728- 0.74% |
$52.3K - $61.3K
|
98.2K
$10.1M
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-829- 5.5% |
$59.6K - $69.8K
|
14.2K
$1.47M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-851- 9.64% |
$61.2K - $71.7K
|
7.98K
$824K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-906- 9.06% |
$65.1K - $76.3K
|
9.09K
$939K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-944- 23.35% |
$67.9K - $79.5K
|
3.1K
$320K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-951- 10.56% |
$68.4K - $80.1K
|
8.06K
$833K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-960- 7.64% |
$69K - $80.8K
|
11.6K
$1.2M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 61.7% |
$73.8K - $86.4K
|
637
$65.8K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 1.95% |
$75.2K - $88.1K
|
52.7K
$5.44M
|