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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
262New |
$26.7K - $29.1K
|
262
$27.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
246+ 11.38% |
$25.1K - $27.3K
|
2.41K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
234+ 0.79% |
$23.9K - $26K
|
29.7K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
232+ 8.96% |
$23.7K - $25.7K
|
2.82K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
215+ 116.85% |
$21.9K - $23.8K
|
399
$41.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210+ 0.69% |
$21.4K - $23.3K
|
30.5K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
208+ 9.13% |
$21.2K - $23.1K
|
2.49K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.52% |
$20.4K - $22.2K
|
2.86K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
195+ 3.66% |
$19.9K - $21.6K
|
5.52K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
178+ 0.45% |
$18.2K - $19.7K
|
40K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
169New |
$17.2K - $18.7K
|
169
$17.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
168+ 1.1% |
$17.1K - $18.6K
|
15.4K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
156New |
$15.9K - $17.3K
|
156
$16.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
137+ 7.37% |
$14K - $15.2K
|
2K
$206K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
136New |
$13.9K - $15.1K
|
136
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
119+ 2.63% |
$12.1K - $13.2K
|
4.65K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
115New |
$11.7K - $12.8K
|
115
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
111+ 4.15% |
$11.3K - $12.3K
|
2.78K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
103+ 0.88% |
$10.5K - $11.4K
|
11.9K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
102New |
$10.4K - $11.3K
|
102
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 9900.0% |
$10.1K - $11K
|
100
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 1.97% |
$10K - $10.9K
|
5.06K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
96+ 1.49% |
$9.79K - $10.6K
|
6.54K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
85+ 2.11% |
$8.67K - $9.43K
|
4.11K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
82+ 0.37% |
$8.37K - $9.09K
|
22.2K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
65+ 0.08% |
$6.63K - $7.21K
|
80.9K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65+ 9.54% |
$6.63K - $7.21K
|
746
$77.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
59+ 4.97% |
$6.02K - $6.54K
|
1.25K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
49+ 0.52% |
$5K - $5.43K
|
9.42K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32+ 0.94% |
$3.26K - $3.55K
|
3.43K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.13% |
$3.16K - $3.44K
|
24.4K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25+ 0.26% |
$2.55K - $2.77K
|
9.66K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 0.92% |
$2.45K - $2.66K
|
2.64K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$2.14K - $2.33K
|
21
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.32% |
$1.94K - $2.11K
|
5.97K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
18+ 0.26% |
$1.84K - $2K
|
7.06K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.26% |
$1.02K - $1.11K
|
3.82K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.24% |
$816 - $887
|
3.32K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.07% |
$714 - $776
|
10.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6+ 0.08% |
$612 - $665
|
7.77K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$612 - $665
|
2.19K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5+ 0.23% |
$510 - $555
|
2.15K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.2% |
$510 - $555
|
2.47K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 36.36% |
$408 - $444
|
15
$1.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.09% |
$306 - $333
|
3.34K
$345K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3+ 0.02% |
$306 - $333
|
18.2K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$306 - $333
|
5.68K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.07% |
$204 - $222
|
2.94K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$204 - $222
|
1.38K
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.2K
$227K
|