Latest Institutional Transactions on First Trust Water ETF (FIW)
This table provides information on the latest institutional transactions involving First Trust Water ETF (FIW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-2.61KClosed |
$223K - $247K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
213+ 20.48% |
$18.2K - $20.2K
|
1.25K
$129K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
55New |
$4.7K - $5.22K
|
55
$5.68K
|
|
Q3 2021 | |||||||
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-121Closed |
$10K - $11.1K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-60Closed |
$4.98K - $5.51K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-575Closed |
$47.7K - $52.8K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4KClosed |
$332K - $368K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100Closed |
$8.3K - $9.19K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-110Closed |
$9.13K - $10.1K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.93KClosed |
$409K - $453K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
SELL
|
- |
-90.8K- 38.69% |
$7.53M - $8.35M
|
144K
$14.9M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150New |
$12.4K - $13.8K
|
150
$15.5K
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88New |
$6.95K - $7.38K
|
88
$9.09K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
108New |
$8.52K - $9.06K
|
108
$11.2K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-425Closed |
$33.5K - $35.6K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.14KClosed |
$365K - $403K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.1KClosed |
$220K - $243K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.8KNew |
$270K - $298K
|
3.8K
$393K
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 5.0% |
$71 - $78.3
|
21
$2.17K
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
687New |
$41.7K - $49.5K
|
687
$71K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-210Closed |
$12.7K - $15.1K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$60.7 - $72.1
|
1
$103
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-400Closed |
$22K - $24.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4KClosed |
$220K - $249K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$634K - $719K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-47- 3.64% |
$2.09K - $2.79K
|
1.25K
$129K
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-350Closed |
$15.6K - $20.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-190Closed |
$8.44K - $11.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-125Closed |
$5.56K - $7.43K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.21KClosed |
$276K - $369K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9.74KClosed |
$433K - $579K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1KClosed |
$44.5K - $59.5K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-60.1KClosed |
$2.44M - $3.85M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.2KClosed |
$89.3K - $141K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-236Closed |
$9.6K - $15.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
823New |
$33.5K - $52.8K
|
823
$85K
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
687New |
$27.9K - $44.1K
|
687
$71K
|
|
Apr 27, 2020
Q1 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-119KClosed |
$4.83M - $7.62M
|
0
$0
|
|
Q4 2019 | |||||||
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.84KClosed |
$260K - $290K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-5.4K- 49.09% |
$282K - $306K
|
5.6K
$579K
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$39.2K - $42.5K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6KNew |
$314K - $340K
|
6K
$620K
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-202Closed |
$10.6K - $11.5K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300Closed |
$15.7K - $17K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-700Closed |
$36.6K - $39.7K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.45K- 99.02% |
$272K - $298K
|
54
$5.58K
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-250Closed |
$12.5K - $13.7K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.58KClosed |
$67.7K - $81.5K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.58KClosed |
$67.7K - $81.5K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-121Closed |
$5.19K - $6.25K
|
0
$0
|