Purchases and Sales Made in Q2 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q2 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.16K+ 38.69% |
$174K - $191K
|
7.74K
$799K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.12K+ 480.05% |
$170K - $188K
|
2.56K
$264K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.04K+ 1.73% |
$164K - $180K
|
120K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 7.34% |
$154K - $169K
|
27.9K
$2.89M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 8.21% |
$126K - $138K
|
20.6K
$2.13M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 33.48% |
$124K - $137K
|
6.16K
$637K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$119K - $130K
|
1.47K
$152K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 3.58% |
$118K - $129K
|
42.3K
$4.37M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.4K+ 8.1% |
$113K - $124K
|
18.7K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 9.77% |
$111K - $122K
|
15.4K
$1.6M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.33K+ 5.22% |
$107K - $117K
|
26.7K
$2.76M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 5.87% |
$106K - $117K
|
23.8K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22K+ 12.25% |
$98.6K - $108K
|
11.2K
$1.16M
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 6.63% |
$96.2K - $106K
|
19.2K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 38.88% |
$92.4K - $102K
|
4.1K
$423K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
975+ 4.15% |
$78.5K - $86.4K
|
24.5K
$2.53M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
937+ 5.91% |
$75.4K - $83K
|
16.8K
$1.74M
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
933+ 2.07% |
$75.1K - $82.6K
|
46.1K
$4.76M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
850+ 24.97% |
$68.4K - $75.3K
|
4.25K
$440K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
830+ 9.16% |
$66.8K - $73.5K
|
9.89K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
774+ 16.35% |
$62.3K - $68.6K
|
5.51K
$569K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
769+ 8.66% |
$61.9K - $68.1K
|
9.65K
$997K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
696+ 17.34% |
$56K - $61.6K
|
4.71K
$487K
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
692+ 4.99% |
$55.7K - $61.3K
|
14.6K
$1.5M
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
634+ 4.07% |
$51K - $56.2K
|
16.2K
$1.68M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
616+ 0.69% |
$49.6K - $54.6K
|
90.2K
$9.32M
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
616+ 5.9% |
$49.6K - $54.6K
|
11.1K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
603+ 19.64% |
$48.6K - $53.4K
|
3.67K
$380K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
595New |
$47.9K - $52.7K
|
595
$61.5K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
588+ 1.5% |
$47.3K - $52.1K
|
39.9K
$4.12M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
580+ 141.46% |
$46.7K - $51.4K
|
990
$102K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
536+ 12.4% |
$43.2K - $47.5K
|
4.86K
$502K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
519+ 1.92% |
$41.8K - $46K
|
27.5K
$2.84M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
493+ 10.65% |
$39.7K - $43.7K
|
5.12K
$529K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
470+ 12.14% |
$37.8K - $41.6K
|
4.34K
$448K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
429+ 4.0% |
$34.5K - $38K
|
11.2K
$1.15M
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
367+ 10.27% |
$29.6K - $32.5K
|
3.94K
$407K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
365+ 2.45% |
$29.4K - $32.3K
|
15.3K
$1.58M
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
359+ 5.94% |
$28.9K - $31.8K
|
6.4K
$661K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
341+ 5.88% |
$27.5K - $30.2K
|
6.14K
$634K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
313+ 5.85% |
$25.2K - $27.7K
|
5.66K
$585K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
303+ 2.1% |
$24.4K - $26.8K
|
14.7K
$1.52M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
294+ 2.82% |
$23.7K - $26K
|
10.7K
$1.11M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
281+ 93.67% |
$22.6K - $24.9K
|
581
$60K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
281+ 93.67% |
$22.6K - $24.9K
|
581
$60K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
279+ 7.93% |
$22.5K - $24.7K
|
3.8K
$392K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
272+ 1.54% |
$21.9K - $24.1K
|
17.9K
$1.85M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
266+ 1.8% |
$21.4K - $23.6K
|
15.1K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 25.77% |
$20.8K - $22.9K
|
1.26K
$130K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 1.61% |
$20K - $22K
|
15.7K
$1.62M
|