Purchases and Sales Made in Q4 2024 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
186KNew |
$19M - $20.6M
|
186K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.2K+ 11.25% |
$8.38M - $9.11M
|
813K
$84M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.6K+ 4.3% |
$4.86M - $5.28M
|
1.15M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.5K+ 29.89% |
$4.14M - $4.5M
|
176K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$3.12M - $3.4M
|
30.6K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.9KNew |
$2.44M - $2.65M
|
23.9K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.7K+ 5.32% |
$2.31M - $2.51M
|
449K
$46.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.5K+ 880.03% |
$2.19M - $2.38M
|
23.9K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 28.22% |
$2.08M - $2.26M
|
92.6K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19.5K+ 188.33% |
$1.99M - $2.17M
|
29.9K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15K+ 43.53% |
$1.53M - $1.67M
|
49.5K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2K+ 88.78% |
$1.44M - $1.57M
|
30.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13KNew |
$1.33M - $1.45M
|
13K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4K+ 275.08% |
$1.07M - $1.16M
|
14.2K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.1KNew |
$1.03M - $1.12M
|
10.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10.1KNew |
$1.03M - $1.12M
|
10.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.03K+ 48.18% |
$921K - $1M
|
27.8K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
8.75KNew |
$893K - $970K
|
8.75K
$904K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.73KNew |
$891K - $968K
|
8.73K
$902K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.24K+ 8.45% |
$841K - $914K
|
106K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.27KNew |
$741K - $806K
|
7.27K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.17KNew |
$732K - $795K
|
7.17K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.21K+ 8.46% |
$531K - $577K
|
66.7K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 6.05% |
$500K - $544K
|
86K
$8.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.86K+ 32.48% |
$496K - $539K
|
19.8K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.57K+ 555.53% |
$466K - $507K
|
5.4K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.4KNew |
$449K - $488K
|
4.4K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.17K+ 12.65% |
$425K - $462K
|
37.1K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4K+ 2.37% |
$408K - $444K
|
173K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.73KNew |
$381K - $414K
|
3.73K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.6KNew |
$367K - $399K
|
3.6K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.4K+ 2.81% |
$347K - $377K
|
124K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.16KNew |
$322K - $351K
|
3.16K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$321K - $349K
|
3.15K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.06K+ 48.09% |
$313K - $340K
|
9.44K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.95KNew |
$300K - $327K
|
2.95K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 6.66% |
$262K - $284K
|
41.1K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.32KNew |
$237K - $257K
|
2.32K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.27KNew |
$232K - $252K
|
2.27K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.24K+ 9.08% |
$229K - $249K
|
26.9K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.21KNew |
$225K - $245K
|
2.21K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$221K - $240K
|
2.17K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.16KNew |
$220K - $239K
|
2.16K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16KNew |
$220K - $239K
|
2.16K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.71K+ 12.3% |
$174K - $189K
|
15.6K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.7K+ 30.82% |
$174K - $189K
|
7.22K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 0.56% |
$170K - $185K
|
298K
$30.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 3.85% |
$168K - $183K
|
44.4K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.63K+ 11.13% |
$166K - $181K
|
16.3K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.57K+ 5.02% |
$161K - $175K
|
32.9K
$3.4M
|