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 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.17K- 13.57% |
$214K - $224K
|
52K
$1.87M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-8.37KClosed |
$219K - $229K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.97K- 0.83% |
$235K - $245K
|
1.07M
$38.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-9.84K- 9.72% |
$258K - $269K
|
91.4K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.87K- 38.6% |
$259K - $270K
|
15.7K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.89K- 4.35% |
$259K - $271K
|
217K
$7.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-10.7K- 0.92% |
$280K - $292K
|
1.15M
$41.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-12.5K- 11.05% |
$328K - $342K
|
101K
$3.61M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-13.6K- 26.67% |
$357K - $372K
|
37.4K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.8K- 52.75% |
$362K - $378K
|
12.4K
$444K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.2K- 64.66% |
$372K - $388K
|
7.75K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 5.42% |
$465K - $485K
|
309K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20.2K- 57.59% |
$530K - $552K
|
14.9K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 90.23% |
$536K - $559K
|
2.21K
$79.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.1K- 26.09% |
$580K - $605K
|
62.7K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.2K- 15.3% |
$609K - $635K
|
128K
$4.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23.5K- 38.04% |
$617K - $644K
|
38.3K
$1.38M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-24.7K- 9.15% |
$647K - $675K
|
245K
$8.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26K- 43.46% |
$683K - $712K
|
33.8K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.6K- 13.62% |
$777K - $810K
|
188K
$6.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.8K- 46.03% |
$887K - $926K
|
39.6K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-35.4K- 4.5% |
$928K - $968K
|
751K
$27M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-39.4K- 21.18% |
$1.03M - $1.08M
|
147K
$5.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41.3K- 4.67% |
$1.08M - $1.13M
|
844K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.5K- 11.04% |
$1.12M - $1.16M
|
343K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-49.5K- 2.64% |
$1.3M - $1.36M
|
1.83M
$65.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-49.6K- 2.56% |
$1.3M - $1.36M
|
1.89M
$67.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53.9K- 36.28% |
$1.41M - $1.48M
|
94.7K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-56.9K- 22.77% |
$1.49M - $1.56M
|
193K
$6.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58.7K- 28.93% |
$1.54M - $1.61M
|
144K
$5.17M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-59.9K- 17.92% |
$1.57M - $1.64M
|
274K
$9.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.8K- 87.32% |
$1.94M - $2.02M
|
10.7K
$385K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-74.5K- 17.23% |
$1.96M - $2.04M
|
358K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-91.5K- 24.68% |
$2.4M - $2.5M
|
279K
$10M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-119K- 34.44% |
$3.12M - $3.25M
|
226K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-149K- 3.83% |
$3.91M - $4.08M
|
3.74M
$134M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-236K- 10.2% |
$6.21M - $6.47M
|
2.08M
$74.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-265K- 51.66% |
$6.95M - $7.25M
|
248K
$8.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-266K- 13.26% |
$6.97M - $7.27M
|
1.74M
$62.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-316K- 12.52% |
$8.3M - $8.66M
|
2.21M
$79.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-431K- 16.34% |
$11.3M - $11.8M
|
2.21M
$79.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-550K- 11.93% |
$14.4M - $15.1M
|
4.06M
$146M
|