Purchases and Sales Made in Q3 2023 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 5.82% |
$92.2K - $103K
|
20.3K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.11K+ 37.69% |
$91.4K - $102K
|
4.06K
$419K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 2.79% |
$85.6K - $95.2K
|
38.3K
$3.96M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 6.75% |
$85K - $94.6K
|
16.3K
$1.69M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.02K+ 8.02% |
$84.1K - $93.6K
|
13.8K
$1.42M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
970+ 1.08% |
$79.9K - $88.9K
|
91.2K
$9.42M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
938+ 5.78% |
$77.3K - $86K
|
17.2K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
877+ 1.94% |
$72.2K - $80.4K
|
46.1K
$4.77M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
877+ 0.68% |
$72.2K - $80.4K
|
130K
$13.4M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
829+ 1.02% |
$68.3K - $76K
|
82.1K
$8.48M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
822+ 2.7% |
$67.7K - $75.4K
|
31.3K
$3.23M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
795+ 3.54% |
$65.5K - $72.9K
|
23.3K
$2.4M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
782+ 30.5% |
$64.4K - $71.7K
|
3.35K
$346K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
754+ 4.71% |
$62.1K - $69.1K
|
16.7K
$1.73M
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
749+ 13.22% |
$61.7K - $68.7K
|
6.41K
$663K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
724+ 30.25% |
$59.6K - $66.4K
|
3.12K
$322K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
642+ 26.67% |
$52.9K - $58.9K
|
3.05K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
578+ 13.59% |
$47.6K - $53K
|
4.83K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
573+ 0.56% |
$47.2K - $52.5K
|
102K
$10.6M
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
524+ 1.14% |
$43.2K - $48K
|
46.6K
$4.81M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
519+ 21.22% |
$42.8K - $47.6K
|
2.97K
$306K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
504New |
$41.5K - $46.2K
|
504
$52.1K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
503+ 13.69% |
$41.4K - $46.1K
|
4.18K
$432K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
497+ 19.47% |
$40.9K - $45.6K
|
3.05K
$315K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
450New |
$37.1K - $41.3K
|
450
$46.5K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
447+ 6.06% |
$36.8K - $41K
|
7.82K
$808K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
406+ 2.29% |
$33.4K - $37.2K
|
18.1K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
340New |
$28K - $31.2K
|
340
$35.1K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
340+ 6.17% |
$28K - $31.2K
|
5.85K
$604K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
336+ 2.99% |
$27.7K - $30.8K
|
11.6K
$1.2M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
320+ 2.98% |
$26.4K - $29.3K
|
11.1K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
305+ 7.74% |
$25.1K - $28K
|
4.25K
$439K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262+ 0.95% |
$21.6K - $24K
|
27.8K
$2.87M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 1.94% |
$19.8K - $22K
|
12.6K
$1.3M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
204+ 1.4% |
$16.8K - $18.7K
|
14.8K
$1.53M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
201+ 3.6% |
$16.6K - $18.4K
|
5.79K
$598K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
186+ 3.03% |
$15.3K - $17.1K
|
6.32K
$653K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181+ 3.73% |
$14.9K - $16.6K
|
5.04K
$521K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
166+ 1.25% |
$13.7K - $15.2K
|
13.5K
$1.39M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
161+ 3.71% |
$13.3K - $14.8K
|
4.5K
$465K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
156+ 3.04% |
$12.9K - $14.3K
|
5.28K
$546K
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 2.48% |
$12.4K - $13.8K
|
6.2K
$641K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
134+ 1.39% |
$11K - $12.3K
|
9.78K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
123+ 0.78% |
$10.1K - $11.3K
|
15.8K
$1.63M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
118+ 4.18% |
$9.72K - $10.8K
|
2.94K
$304K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
110+ 11.69% |
$9.06K - $10.1K
|
1.05K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
106+ 2.97% |
$8.73K - $9.72K
|
3.68K
$380K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
104+ 3.09% |
$8.57K - $9.53K
|
3.47K
$359K
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
81+ 0.73% |
$6.67K - $7.43K
|
11.1K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80+ 0.72% |
$6.59K - $7.33K
|
11.2K
$1.16M
|