Purchases and Sales Made in Q2 2022 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-349- 0.98% |
$8.62K - $10.1K
|
35.1K
$1.26M
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-352- 1.17% |
$8.7K - $10.2K
|
29.8K
$1.07M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-385- 1.23% |
$9.51K - $11.1K
|
31K
$1.11M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-441Closed |
$10.9K - $12.8K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-465- 2.11% |
$11.5K - $13.5K
|
21.6K
$775K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-495- 1.71% |
$12.2K - $14.3K
|
28.4K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 0.66% |
$12.4K - $14.5K
|
75.2K
$2.7M
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-543- 4.48% |
$13.4K - $15.7K
|
11.6K
$416K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-603- 1.12% |
$14.9K - $17.4K
|
53.2K
$1.91M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-612- 2.8% |
$15.1K - $17.7K
|
21.3K
$763K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-623- 20.64% |
$15.4K - $18K
|
2.4K
$86K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-633- 0.3% |
$15.6K - $18.3K
|
213K
$7.63M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-656- 3.26% |
$16.2K - $19K
|
19.5K
$700K
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-726- 5.76% |
$17.9K - $21K
|
11.9K
$427K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-747- 1.92% |
$18.5K - $21.6K
|
38.2K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-909Closed |
$22.5K - $26.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-985- 11.98% |
$24.3K - $28.5K
|
7.24K
$260K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.01KClosed |
$25K - $29.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 2.88% |
$25.8K - $30.2K
|
35.1K
$1.26M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 16.17% |
$26.3K - $30.8K
|
5.51K
$198K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.07K- 10.13% |
$26.3K - $30.8K
|
9.46K
$340K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.13K- 0.75% |
$28K - $32.7K
|
149K
$5.36M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.14K- 6.07% |
$28K - $32.8K
|
17.6K
$631K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-1.15K- 1.05% |
$28.3K - $33.2K
|
108K
$3.87M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.23K- 14.18% |
$30.3K - $35.4K
|
7.42K
$266K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 4.04% |
$32.1K - $37.6K
|
30.9K
$1.11M
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-1.46K- 3.92% |
$36K - $42.2K
|
35.7K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 8.67% |
$37.4K - $43.8K
|
16K
$573K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.53KClosed |
$37.8K - $44.3K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 8.4% |
$46K - $53.9K
|
20.3K
$729K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.89K- 0.82% |
$46.8K - $54.8K
|
229K
$8.23M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.92K- 0.59% |
$47.5K - $55.7K
|
322K
$11.5M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.16KClosed |
$53.3K - $62.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.34K- 1.41% |
$57.9K - $67.8K
|
164K
$5.89M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 2.45% |
$64.6K - $75.6K
|
104K
$3.73M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 2.99% |
$64.7K - $75.7K
|
85K
$3.05M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-2.65K- 19.44% |
$65.6K - $76.8K
|
11K
$395K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 17.85% |
$65.6K - $76.8K
|
12.2K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.93K- 2.65% |
$72.4K - $84.8K
|
108K
$3.87M
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.07K- 58.12% |
$75.9K - $88.8K
|
2.21K
$79.4K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.13K- 24.94% |
$77.4K - $90.7K
|
9.43K
$339K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.27K- 1.38% |
$80.7K - $94.5K
|
233K
$8.37M
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.34K- 4.0% |
$82.5K - $96.6K
|
80.1K
$2.87M
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.45K- 0.41% |
$85.2K - $99.8K
|
835K
$30M
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.5K- 7.55% |
$111K - $130K
|
55K
$1.98M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.64K- 0.79% |
$115K - $134K
|
580K
$20.8M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.73K- 18.7% |
$142K - $166K
|
24.9K
$894K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.74K- 17.04% |
$142K - $166K
|
28K
$1M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.22K- 12.73% |
$154K - $180K
|
42.7K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-6.48K- 23.52% |
$160K - $187K
|
21.1K
$756K
|