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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
13.5K+ 6.62% |
$311K - $347K
|
218K
$8.21M
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$287K - $320K
|
12.5K
$471K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2K+ 32.07% |
$281K - $313K
|
50.4K
$1.9M
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
10.4K+ 8.63% |
$239K - $267K
|
131K
$4.95M
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.4KNew |
$238K - $266K
|
10.4K
$391K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
9.5K+ 10.89% |
$218K - $243K
|
96.7K
$3.64M
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
8.29KNew |
$190K - $212K
|
8.29K
$312K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.29KNew |
$190K - $212K
|
8.29K
$312K
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.53K+ 59.71% |
$173K - $193K
|
20.1K
$758K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.99K+ 11.34% |
$160K - $179K
|
68.6K
$2.58M
|
|
Jul 29, 2021
Q2 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.96K+ 3.12% |
$160K - $178K
|
230K
$8.66M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.81K+ 76.16% |
$156K - $174K
|
15.7K
$592K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.64K+ 60.76% |
$152K - $170K
|
17.6K
$662K
|
|
Aug 10, 2021
Q2 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.38K+ 1.0% |
$146K - $163K
|
647K
$24.4M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 4.14% |
$127K - $142K
|
140K
$5.26M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.37K+ 15.4% |
$123K - $137K
|
40.2K
$1.51M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.13K+ 6.58% |
$118K - $131K
|
83.1K
$3.13M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.1K+ 11.27% |
$117K - $131K
|
50.4K
$1.9M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.28KNew |
$98.2K - $110K
|
4.28K
$161K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.14K+ 51.12% |
$94.8K - $106K
|
12.2K
$460K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.12K+ 7.59% |
$94.4K - $105K
|
58.4K
$2.2M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 2.51% |
$92.8K - $104K
|
166K
$6.24M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.97K+ 34.99% |
$91.1K - $102K
|
15.3K
$577K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.83K+ 7.66% |
$87.9K - $98.2K
|
53.9K
$2.03M
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.77KNew |
$86.5K - $96.5K
|
3.77K
$142K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.5K+ 3.08% |
$80.3K - $89.6K
|
117K
$4.41M
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.5K+ 2.37% |
$80.3K - $89.6K
|
151K
$5.69M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.32K+ 5.63% |
$76.2K - $85K
|
62.3K
$2.35M
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.89K+ 5.87% |
$66.2K - $73.9K
|
52K
$1.96M
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
2.17K+ 6.24% |
$49.8K - $55.7K
|
37K
$1.39M
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.13KNew |
$48.8K - $54.5K
|
2.13K
$80.1K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.12K+ 11.38% |
$48.6K - $54.3K
|
20.8K
$782K
|
|
Jul 19, 2021
Q2 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.81K+ 2.14% |
$41.6K - $46.4K
|
86.6K
$3.26M
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.73K+ 2.54% |
$39.6K - $44.3K
|
69.7K
$2.62M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.69K+ 2.91% |
$38.8K - $43.4K
|
59.9K
$2.26M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 28.73% |
$38.7K - $43.2K
|
7.56K
$285K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.64K+ 2.03% |
$37.7K - $42.1K
|
82.5K
$3.11M
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.62KNew |
$37.2K - $41.5K
|
1.62K
$61.1K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 2.38% |
$33.9K - $37.8K
|
63.6K
$2.39M
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.43K+ 11.79% |
$32.8K - $36.6K
|
13.6K
$510K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.32KNew |
$30.2K - $33.7K
|
1.32K
$49.6K
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.06K+ 1.09% |
$24.2K - $27K
|
97.8K
$3.68M
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 5.71% |
$23.5K - $26.2K
|
19K
$714K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1K+ 9.73% |
$22.9K - $25.6K
|
11.3K
$425K
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
850+ 5.6% |
$19.5K - $21.8K
|
16K
$603K
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
834+ 1.93% |
$19.1K - $21.4K
|
44K
$1.66M
|
|
Oct 19, 2021
Q2 2021
|
Next Capital Management LLC
|
BUY
|
- |
804+ 2.49% |
$18.4K - $20.6K
|
33.1K
$1.25M
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
720+ 4.35% |
$16.5K - $18.4K
|
17.3K
$650K
|
|
Aug 16, 2021
Q2 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
654+ 0.66% |
$15K - $16.7K
|
99.6K
$3.75M
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
463+ 5.27% |
$10.6K - $11.9K
|
9.25K
$348K
|