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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
186KNew |
$19M - $20.6M
|
186K
$18.1M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 9900.0% |
$10.1K - $11K
|
100
$9.71K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.52% |
$20.4K - $22.2K
|
2.86K
$278K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 14.61% |
$1.33K - $1.44K
|
76
$7.38K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
65+ 0.08% |
$6.63K - $7.21K
|
80.9K
$7.85M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-93- 2.38% |
$9.49K - $10.3K
|
3.82K
$371K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4K+ 2.37% |
$408K - $444K
|
173K
$16.8M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.01K- 18.59% |
$307K - $334K
|
13.2K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
485New |
$49.5K - $53.8K
|
485
$47.1K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
336+ 41.9% |
$34.3K - $37.3K
|
1.14K
$110K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 17.64% |
$164K - $178K
|
7.51K
$729K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.33% |
$102 - $111
|
301
$29.2K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-273- 1.62% |
$27.9K - $30.3K
|
16.6K
$1.61M
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-84- 0.63% |
$8.57K - $9.32K
|
13.2K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
178+ 0.45% |
$18.2K - $19.7K
|
40K
$3.88M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
541+ 0.92% |
$55.2K - $60K
|
59.2K
$5.75M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
103+ 0.88% |
$10.5K - $11.4K
|
11.9K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-40.3K- 85.18% |
$4.11M - $4.47M
|
7.01K
$681K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-17- 0.25% |
$1.73K - $1.89K
|
6.69K
$650K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 6.66% |
$262K - $284K
|
41.1K
$3.99M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.17KNew |
$732K - $795K
|
7.17K
$696K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 9.45% |
$131K - $143K
|
14.9K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.24K+ 8.45% |
$841K - $914K
|
106K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57.7K- 77.92% |
$5.89M - $6.4M
|
16.4K
$1.59M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 9.32% |
$121K - $132K
|
13.9K
$1.35M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5+ 0.23% |
$510 - $555
|
2.15K
$209K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
785New |
$80.1K - $87.1K
|
785
$76.2K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 22.86% |
$124K - $135K
|
4.1K
$398K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
855+ 1.3% |
$87.2K - $94.8K
|
66.5K
$6.45M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15- 0.3% |
$1.53K - $1.66K
|
4.94K
$480K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$204 - $222
|
1.38K
$134K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
18+ 0.26% |
$1.84K - $2K
|
7.06K
$685K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$306 - $333
|
5.68K
$552K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
373+ 48.69% |
$38.1K - $41.4K
|
1.14K
$111K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
579+ 14.17% |
$59.1K - $64.2K
|
4.66K
$453K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
282+ 2.44% |
$28.8K - $31.3K
|
11.9K
$1.15M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.2K
$214K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-130- 0.39% |
$13.3K - $14.4K
|
32.9K
$3.2M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.12K- 10.49% |
$421K - $457K
|
35.2K
$3.42M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6+ 0.08% |
$612 - $665
|
7.77K
$754K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
119+ 2.63% |
$12.1K - $13.2K
|
4.65K
$452K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.21K+ 8.46% |
$531K - $577K
|
66.7K
$6.48M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
912New |
$93K - $101K
|
912
$88.6K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.97% |
$10K - $10.9K
|
5.06K
$491K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
262New |
$26.7K - $29.1K
|
262
$25.4K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-460- 6.03% |
$46.9K - $51K
|
7.17K
$696K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.33K - $1.44K
|
22.2K
$2.16M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 14.34% |
$196K - $213K
|
11.5K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.66K- 33.84% |
$169K - $184K
|
3.25K
$315K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.27KNew |
$232K - $252K
|
2.27K
$221K
|