Purchases and Sales Made in Q4 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2023. 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 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12New |
$928 - $1.14K
|
12
$1.27K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$773 - $954
|
10
$1.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 0.09% |
$773 - $954
|
11.3K
$1.19M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$541 - $668
|
7
$741
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.18% |
$464 - $572
|
3.29K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$309 - $381
|
5.14K
$544K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.04% |
$309 - $381
|
11.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$155 - $191
|
2
$212
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.1% |
$77.3 - $95.4
|
1.05K
$111K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$77.3 - $95.4
|
4.25K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.41% |
$155 - $191
|
489
$51.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.04% |
$309 - $381
|
10.5K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-10- 0.17% |
$773 - $954
|
5.78K
$612K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.57% |
$1.08K - $1.34K
|
2.43K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17- 0.13% |
$1.31K - $1.62K
|
12.8K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19- 0.46% |
$1.47K - $1.81K
|
4.12K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20- 0.64% |
$1.55K - $1.91K
|
3.1K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-28- 5.56% |
$2.16K - $2.67K
|
476
$50.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.79% |
$2.32K - $2.86K
|
3.79K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-36- 0.34% |
$2.78K - $3.43K
|
10.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37- 0.73% |
$2.86K - $3.53K
|
5K
$530K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-45- 0.46% |
$3.48K - $4.29K
|
9.74K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-47- 0.59% |
$3.63K - $4.48K
|
7.87K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-60- 1.35% |
$4.64K - $5.72K
|
4.38K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-63- 23.08% |
$4.87K - $6.01K
|
210
$22.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76- 2.07% |
$5.87K - $7.25K
|
3.6K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-78- 0.49% |
$6.03K - $7.44K
|
15.7K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-105- 4.1% |
$8.12K - $10K
|
2.45K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-106- 1.5% |
$8.19K - $10.1K
|
6.95K
$736K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-117- 1.44% |
$9.04K - $11.2K
|
7.98K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-163- 3.37% |
$12.6K - $15.5K
|
4.67K
$495K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-164- 4.26% |
$12.7K - $15.6K
|
3.68K
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-191- 1.51% |
$14.8K - $18.2K
|
12.4K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-229- 0.84% |
$17.7K - $21.8K
|
26.9K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-287- 3.06% |
$22.2K - $27.4K
|
9.09K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-290- 9.78% |
$22.4K - $27.7K
|
2.68K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-298- 7.3% |
$23K - $28.4K
|
3.78K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-317- 1.99% |
$24.5K - $30.2K
|
15.7K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-325- 17.44% |
$25.1K - $31K
|
1.54K
$163K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 11.12% |
$27.1K - $33.4K
|
2.8K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-359- 3.68% |
$27.8K - $34.2K
|
9.4K
$996K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-369- 6.77% |
$28.5K - $35.2K
|
5.08K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-392- 5.07% |
$30.3K - $37.4K
|
7.34K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-396- 3.14% |
$30.6K - $37.8K
|
12.2K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-399- 13.55% |
$30.8K - $38.1K
|
2.55K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 67.91% |
$30.9K - $38.1K
|
189
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-431- 0.97% |
$33.3K - $41.1K
|
44K
$4.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-440- 8.33% |
$34K - $42K
|
4.84K
$513K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-461- 3.22% |
$35.6K - $44K
|
13.8K
$1.47M
|