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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.33% |
$102 - $111
|
301
$31.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.28K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.3% |
$102 - $111
|
338
$34.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.1% |
$102 - $111
|
1.01K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$204 - $222
|
3.57K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-4- 0.67% |
$408 - $444
|
593
$61.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6- 0.21% |
$612 - $665
|
2.92K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.33K - $1.44K
|
22.2K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 14.61% |
$1.33K - $1.44K
|
76
$7.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15- 0.3% |
$1.53K - $1.66K
|
4.94K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-17- 0.25% |
$1.73K - $1.89K
|
6.69K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19- 0.91% |
$1.94K - $2.11K
|
2.06K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-31- 0.96% |
$3.16K - $3.44K
|
3.21K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-32- 1.27% |
$3.26K - $3.55K
|
2.48K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-35- 0.7% |
$3.57K - $3.88K
|
4.95K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.98% |
$3.67K - $3.99K
|
3.66K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45- 0.7% |
$4.59K - $4.99K
|
6.37K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 1.79% |
$5.31K - $5.77K
|
2.86K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-54- 0.32% |
$5.51K - $5.99K
|
17K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-55- 2.46% |
$5.61K - $6.1K
|
2.18K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 0.48% |
$6.73K - $7.32K
|
13.6K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-68- 2.02% |
$6.94K - $7.54K
|
3.29K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68- 0.44% |
$6.94K - $7.54K
|
15.2K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-70- 0.07% |
$7.14K - $7.76K
|
103K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-84- 0.63% |
$8.57K - $9.32K
|
13.2K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-88- 1.77% |
$8.98K - $9.76K
|
4.88K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-89- 0.63% |
$9.08K - $9.87K
|
14.1K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-93- 2.38% |
$9.49K - $10.3K
|
3.82K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 1.91% |
$9.69K - $10.5K
|
4.89K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-99- 1.38% |
$10.1K - $11K
|
7.07K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-100- 4.0% |
$10.2K - $11.1K
|
2.4K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-101- 2.26% |
$10.3K - $11.2K
|
4.37K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-124- 3.24% |
$12.7K - $13.8K
|
3.7K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-130- 0.39% |
$13.3K - $14.4K
|
32.9K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-149- 3.4% |
$15.2K - $16.5K
|
4.23K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-179- 4.95% |
$18.3K - $19.9K
|
3.44K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-251- 6.78% |
$25.6K - $27.8K
|
3.45K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-263- 0.66% |
$26.8K - $29.2K
|
39.6K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-270- 10.78% |
$27.5K - $29.9K
|
2.23K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-270- 5.19% |
$27.5K - $29.9K
|
4.93K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-273- 1.62% |
$27.9K - $30.3K
|
16.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-340- 0.21% |
$34.7K - $37.7K
|
159K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-379- 10.07% |
$38.7K - $42K
|
3.38K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-410- 1.76% |
$41.8K - $45.5K
|
22.9K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-460- 6.03% |
$46.9K - $51K
|
7.17K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-559- 9.32% |
$57K - $62K
|
5.44K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-587- 2.81% |
$59.9K - $65.1K
|
20.3K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-613- 13.14% |
$62.5K - $68K
|
4.05K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-626- 4.98% |
$63.9K - $69.4K
|
11.9K
$1.23M
|