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 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
705+ 7.75% |
$71.9K - $78.2K
|
9.8K
$952K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$3.12M - $3.4M
|
30.6K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
377+ 4.67% |
$38.5K - $41.8K
|
8.44K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.32KNew |
$237K - $257K
|
2.32K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
655+ 4.92% |
$66.8K - $72.6K
|
14K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
137+ 7.37% |
$14K - $15.2K
|
2K
$194K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-32- 1.27% |
$3.26K - $3.55K
|
2.48K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.3% |
$105K - $114K
|
25K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16KNew |
$220K - $239K
|
2.16K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68- 0.44% |
$6.94K - $7.54K
|
15.2K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$612 - $665
|
2.19K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$112K - $122K
|
1.1K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25+ 0.26% |
$2.55K - $2.77K
|
9.66K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210+ 0.69% |
$21.4K - $23.3K
|
30.5K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
195+ 3.66% |
$19.9K - $21.6K
|
5.52K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-263- 0.66% |
$26.8K - $29.2K
|
39.6K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 0.48% |
$6.73K - $7.32K
|
13.6K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-149- 3.4% |
$15.2K - $16.5K
|
4.23K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.07K- 14.29% |
$517K - $562K
|
30.4K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-379- 10.07% |
$38.7K - $42K
|
3.38K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.95KNew |
$300K - $327K
|
2.95K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.6KNew |
$367K - $399K
|
3.6K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.3% |
$102 - $111
|
338
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45- 0.7% |
$4.59K - $4.99K
|
6.37K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
96+ 1.49% |
$9.79K - $10.6K
|
6.54K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6- 0.21% |
$612 - $665
|
2.92K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
846+ 1.77% |
$86.3K - $93.8K
|
48.5K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 22.14% |
$190K - $206K
|
6.54K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.4KNew |
$449K - $488K
|
4.4K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$321K - $349K
|
3.15K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.21KNew |
$225K - $245K
|
2.21K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-88- 1.77% |
$8.98K - $9.76K
|
4.88K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.64K- 81.38% |
$575K - $626K
|
1.29K
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.28K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 1.91% |
$9.69K - $10.5K
|
4.89K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 28.22% |
$2.08M - $2.26M
|
92.6K
$8.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 8.96% |
$23.7K - $25.7K
|
2.82K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.71K+ 12.3% |
$174K - $189K
|
15.6K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-4- 0.67% |
$408 - $444
|
593
$57.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-831- 4.4% |
$84.8K - $92.2K
|
18.1K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-68- 2.02% |
$6.94K - $7.54K
|
3.29K
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$204 - $222
|
3.57K
$346K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.73KNew |
$891K - $968K
|
8.73K
$848K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10New |
$980 - $1.09K
|
10
$971
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
568New |
$55.7K - $62.1K
|
568
$55.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-557- 7.51% |
$54.6K - $60.9K
|
6.86K
$666K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 3.04% |
$3.33K - $3.72K
|
1.08K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
497+ 60.83% |
$48.7K - $54.3K
|
1.31K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 30.3% |
$196K - $219K
|
4.6K
$447K
|
|