Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2023. 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 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 8.29% |
$67.5K - $70.4K
|
33.6K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.51K+ 4.03% |
$65.8K - $68.6K
|
64.6K
$2.32M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.27K+ 5.85% |
$59.5K - $62.1K
|
41K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.18K+ 0.68% |
$57.1K - $59.6K
|
322K
$11.6M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.07K+ 6.04% |
$54.4K - $56.8K
|
36.4K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.91K+ 6.35% |
$50.1K - $52.2K
|
32K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.57K+ 1.04% |
$41.1K - $42.8K
|
152K
$5.44M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 136.54% |
$39.5K - $41.2K
|
2.61K
$93.7K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 13.77% |
$37.9K - $39.5K
|
11.9K
$428K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.39K+ 18.12% |
$36.5K - $38.1K
|
9.07K
$325K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.34KNew |
$35.2K - $36.7K
|
1.34K
$48.1K
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.08% |
$35K - $36.5K
|
65.4K
$2.35M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
973+ 3603.7% |
$25.5K - $26.6K
|
1K
$35.9K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
958+ 10.0% |
$25.1K - $26.2K
|
10.5K
$378K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
893+ 61.16% |
$23.4K - $24.4K
|
2.35K
$84.5K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
854+ 1.4% |
$22.4K - $23.4K
|
62K
$2.23M
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
829+ 1.29% |
$21.8K - $22.7K
|
65K
$2.33M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
824+ 3.35% |
$21.6K - $22.6K
|
25.4K
$913K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
768+ 0.94% |
$20.2K - $21K
|
82.3K
$2.96M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
620+ 1.13% |
$16.3K - $17K
|
55.7K
$2M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
530+ 0.45% |
$13.9K - $14.5K
|
119K
$4.26M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
525+ 3.18% |
$13.8K - $14.4K
|
17K
$611K
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
442+ 0.65% |
$11.6K - $12.1K
|
69K
$2.48M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
424+ 0.27% |
$11.1K - $11.6K
|
160K
$5.76M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
420New |
$11K - $11.5K
|
420
$15.1K
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
399+ 2.0% |
$10.5K - $10.9K
|
20.4K
$731K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
331New |
$8.69K - $9.06K
|
331
$11.9K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
315+ 1.27% |
$8.27K - $8.62K
|
25K
$899K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
305+ 1.15% |
$8K - $8.35K
|
26.8K
$962K
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
256+ 7.28% |
$6.72K - $7.01K
|
3.77K
$135K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
193+ 1.09% |
$5.06K - $5.28K
|
17.9K
$641K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
187New |
$4.91K - $5.12K
|
187
$6.71K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
145+ 0.21% |
$3.8K - $3.97K
|
67.6K
$2.43M
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
141+ 1.14% |
$3.7K - $3.86K
|
12.5K
$449K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
133New |
$3.49K - $3.64K
|
133
$4.77K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
131+ 0.86% |
$3.44K - $3.59K
|
15.3K
$548K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
123+ 1.08% |
$3.23K - $3.37K
|
11.5K
$413K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
122+ 82.43% |
$3.2K - $3.34K
|
270
$9.69K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
121+ 1.08% |
$3.18K - $3.31K
|
11.3K
$406K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
114+ 0.59% |
$2.99K - $3.12K
|
19.5K
$700K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
64+ 0.38% |
$1.68K - $1.75K
|
16.9K
$608K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
64+ 0.52% |
$1.68K - $1.75K
|
12.3K
$442K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
58+ 0.29% |
$1.52K - $1.59K
|
20.2K
$725K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
57+ 0.67% |
$1.5K - $1.56K
|
8.52K
$306K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
54+ 1.15% |
$1.42K - $1.48K
|
4.75K
$171K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
44+ 0.24% |
$1.15K - $1.2K
|
18.4K
$660K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
42+ 0.13% |
$1.1K - $1.15K
|
32.5K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
24+ 0.14% |
$630 - $657
|
17.7K
$635K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.2% |
$604 - $630
|
11.8K
$423K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21+ 0.11% |
$551 - $575
|
19K
$683K
|