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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-284- 50.0% |
$28.3K - $30.3K
|
284
$31.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$99.5 - $107
|
2.92K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 8.76% |
$9.45K - $10.1K
|
1.18K
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-16- 0.74% |
$1.59K - $1.71K
|
2.14K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-111- 5.2% |
$11K - $11.8K
|
2.02K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.29KNew |
$228K - $244K
|
2.29K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
350New |
$34.8K - $37.4K
|
350
$38.7K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-179K- 84.73% |
$18.3M - $19.9M
|
32.3K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.27KNew |
$741K - $806K
|
7.27K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.42K- 39.18% |
$145K - $157K
|
2.2K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19- 0.91% |
$1.94K - $2.11K
|
2.06K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
115New |
$11.7K - $12.8K
|
115
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
900New |
$91.8K - $99.8K
|
900
$99.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-690- 5.33% |
$70.4K - $76.5K
|
12.3K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 36.36% |
$408 - $444
|
15
$1.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.9KNew |
$2.44M - $2.65M
|
23.9K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.33% |
$102 - $111
|
301
$33.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
785New |
$80.1K - $87.1K
|
785
$86.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29K+ 9.45% |
$131K - $143K
|
14.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
912New |
$93K - $101K
|
912
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$3.12M - $3.4M
|
30.6K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.32KNew |
$237K - $257K
|
2.32K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.1KNew |
$112K - $122K
|
1.1K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.95KNew |
$300K - $327K
|
2.95K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.21KNew |
$225K - $245K
|
2.21K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.4KNew |
$449K - $488K
|
4.4K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.64K- 81.38% |
$575K - $626K
|
1.29K
$143K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 8.96% |
$23.7K - $25.7K
|
2.82K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10New |
$980 - $1.09K
|
10
$1.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-29- 0.53% |
$2.84K - $3.17K
|
5.45K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.11K+ 50.16% |
$109K - $122K
|
3.34K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 30.3% |
$196K - $219K
|
4.6K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
625New |
$61.3K - $68.3K
|
625
$69.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.32K- 19.49% |
$130K - $145K
|
5.46K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 28.56% |
$98K - $109K
|
4.5K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-209- 5.2% |
$20.5K - $22.8K
|
3.81K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-101- 4.7% |
$9.9K - $11K
|
2.05K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$195K - $217K
|
1.99K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
600New |
$58.8K - $65.6K
|
600
$66.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.05K- 67.9% |
$102K - $114K
|
494
$54.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
478New |
$46.8K - $52.3K
|
478
$52.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 2.8% |
$228K - $254K
|
80.8K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 5.52% |
$601K - $671K
|
105K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
187New |
$18.3K - $20.4K
|
187
$20.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-52- 34.21% |
$5.1K - $5.69K
|
100
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$5.49K - $6.12K
|
56
$6.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$191K - $214K
|
1.95K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
273New |
$26.8K - $29.8K
|
273
$30.2K
|
|