Purchases and Sales Made in Q2 2021 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.63MNew |
$83.3M - $93M
|
3.63M
$129M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
987KNew |
$22.6M - $25.3M
|
987K
$35.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
278K+ 19.55% |
$6.38M - $7.13M
|
1.7M
$60.7M
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
272K+ 89.97% |
$6.23M - $6.96M
|
574K
$20.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
212KNew |
$4.87M - $5.43M
|
212K
$7.57M
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
210K+ 8.26% |
$4.82M - $5.38M
|
2.76M
$98.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146K+ 10.91% |
$3.34M - $3.73M
|
1.48M
$52.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140K+ 162.88% |
$3.2M - $3.57M
|
225K
$8.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
136K+ 12.71% |
$3.11M - $3.47M
|
1.2M
$42.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
132K+ 6.09% |
$3.02M - $3.37M
|
2.29M
$81.7M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
128K+ 4.6% |
$2.93M - $3.27M
|
2.91M
$104M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127K+ 848.96% |
$2.92M - $3.26M
|
142K
$5.07M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
116KNew |
$2.65M - $2.96M
|
116K
$4.13M
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
105K+ 30.22% |
$2.4M - $2.68M
|
452K
$16.1M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
104K+ 76.92% |
$2.39M - $2.67M
|
240K
$8.56M
|
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
91.7KNew |
$2.1M - $2.35M
|
91.7K
$3.27M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
82.4K+ 21.14% |
$1.89M - $2.11M
|
472K
$16.8M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82.2K+ 122.9% |
$1.89M - $2.1M
|
149K
$5.32M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
75.4K+ 18.69% |
$1.73M - $1.93M
|
479K
$17.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 7.26% |
$1.6M - $1.78M
|
1.03M
$36.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
64.8K+ 67.13% |
$1.48M - $1.66M
|
161K
$5.75M
|
|
|
Nov 16, 2023
Q2 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
63.6K+ 18.07% |
$1.46M - $1.63M
|
415K
$14.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
59.9K+ 7.81% |
$1.37M - $1.53M
|
827K
$29.5M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.5K+ 14.19% |
$1.36M - $1.52M
|
479K
$17.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
59KNew |
$1.35M - $1.51M
|
59K
$2.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53.1KNew |
$1.22M - $1.36M
|
53.1K
$1.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.3K+ 1.91% |
$1.15M - $1.29M
|
2.69M
$95.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
45KNew |
$1.03M - $1.15M
|
45K
$1.6M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40K+ 9.5% |
$917K - $1.02M
|
461K
$16.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.7KNew |
$796K - $888K
|
34.7K
$1.24M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
33.7K+ 19.13% |
$773K - $863K
|
210K
$7.48M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.2K+ 13.98% |
$762K - $851K
|
271K
$9.66M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33K+ 6.59% |
$756K - $844K
|
533K
$19M
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32.8K+ 32.34% |
$752K - $840K
|
134K
$4.79M
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
31.9K+ 75.31% |
$732K - $817K
|
74.3K
$2.65M
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
28.5K+ 2.81% |
$653K - $729K
|
1.04M
$37.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
28K+ 13.9% |
$642K - $716K
|
229K
$8.17M
|
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 10.19% |
$572K - $638K
|
270K
$9.61M
|
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
24.7K+ 86.61% |
$567K - $633K
|
53.3K
$1.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$498K - $556K
|
21.7K
$775K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
20.9K+ 65.58% |
$480K - $536K
|
52.8K
$1.88M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.8KNew |
$455K - $508K
|
19.8K
$707K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.4K+ 10.82% |
$422K - $471K
|
189K
$6.72M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.8K+ 37.52% |
$407K - $455K
|
65.1K
$2.32M
|
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
17K+ 75.62% |
$389K - $435K
|
39.4K
$1.41M
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
16.9K+ 27.45% |
$387K - $432K
|
78.3K
$2.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.3K+ 39.7% |
$350K - $391K
|
53.7K
$1.91M
|
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
14KNew |
$320K - $358K
|
14K
$498K
|
|
|
Jul 30, 2021
Q2 2021
|
Derbend Asset Management
|
BUY
|
- |
13.6KNew |
$313K - $349K
|
13.6K
$487K
|
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.6KNew |
$312K - $349K
|
13.6K
$485K
|