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 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-690- 5.33% |
$70.4K - $76.5K
|
12.3K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-701- 4.17% |
$71.5K - $77.7K
|
16.1K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-831- 4.4% |
$84.8K - $92.2K
|
18.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-880- 17.2% |
$89.8K - $97.6K
|
4.24K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 0.5% |
$103K - $112K
|
204K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 10.97% |
$107K - $116K
|
8.5K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.11K- 33.91% |
$113K - $123K
|
2.16K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.19K- 9.24% |
$122K - $132K
|
11.7K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 22.86% |
$124K - $135K
|
4.1K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.42K- 39.18% |
$145K - $157K
|
2.2K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 17.64% |
$164K - $178K
|
7.51K
$776K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.66K- 33.84% |
$169K - $184K
|
3.25K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 22.14% |
$190K - $206K
|
6.54K
$676K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 14.34% |
$196K - $213K
|
11.5K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.97K- 2.94% |
$201K - $219K
|
65.3K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 5.04% |
$281K - $306K
|
51.9K
$5.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.01K- 18.59% |
$307K - $334K
|
13.2K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 2.31% |
$332K - $361K
|
137K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.88K- 10.04% |
$396K - $431K
|
34.8K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.12K- 10.49% |
$421K - $457K
|
35.2K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.22K- 0.93% |
$431K - $468K
|
449K
$46.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.07K- 14.29% |
$517K - $562K
|
30.4K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.49K- 1.12% |
$560K - $608K
|
486K
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.64K- 81.38% |
$575K - $626K
|
1.29K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.06K- 99.9% |
$618K - $672K
|
6
$620
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.06K- 3.56% |
$721K - $783K
|
192K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.5K- 94.81% |
$1.28M - $1.39M
|
686
$70.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.4K- 55.06% |
$1.47M - $1.6M
|
11.7K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-22.4K- 90.16% |
$2.28M - $2.48M
|
2.44K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.1K- 16.06% |
$4.09M - $4.45M
|
210K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-40.3K- 85.18% |
$4.11M - $4.47M
|
7.01K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57.7K- 77.92% |
$5.89M - $6.4M
|
16.4K
$1.69M
|