Purchases and Sales Made in Q3 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.25MNew |
$33M - $35.1M
|
1.25M
$44.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
651KNew |
$17.2M - $18.3M
|
651K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
229K+ 141.52% |
$6.04M - $6.44M
|
390K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
213K+ 10.24% |
$5.63M - $6M
|
2.3M
$81.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
187KNew |
$4.94M - $5.27M
|
187K
$6.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.3K+ 172.95% |
$2.38M - $2.54M
|
142K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
85K+ 3.77% |
$2.25M - $2.39M
|
2.34M
$83.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
65.3K+ 123.56% |
$1.73M - $1.84M
|
118K
$4.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 1.82% |
$1.62M - $1.72M
|
3.42M
$122M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.7K+ 36.23% |
$1.42M - $1.51M
|
202K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.6KNew |
$1.34M - $1.42M
|
50.6K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.9K+ 15.47% |
$1.32M - $1.4M
|
372K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46.5K+ 526.09% |
$1.23M - $1.31M
|
55.4K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.3K+ 18.94% |
$721K - $768K
|
171K
$6.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.5K+ 11.63% |
$594K - $632K
|
216K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
21.9K+ 165.65% |
$579K - $616K
|
35.1K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 6.78% |
$567K - $604K
|
338K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 2.13% |
$495K - $527K
|
898K
$32M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
13.7K+ 20.58% |
$363K - $387K
|
80.6K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12K+ 2238.66% |
$318K - $339K
|
12.6K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 38.92% |
$295K - $314K
|
39.8K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.75K+ 2.85% |
$258K - $274K
|
352K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.71K+ 80.75% |
$257K - $273K
|
21.7K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.32KNew |
$246K - $262K
|
9.32K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.16KNew |
$215K - $229K
|
8.16K
$291K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.08KNew |
$213K - $227K
|
8.08K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.9KNew |
$209K - $222K
|
7.9K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.48K+ 4.28% |
$171K - $182K
|
158K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.49K+ 0.62% |
$145K - $155K
|
898K
$32M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.44K+ 5.06% |
$144K - $153K
|
113K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.52K+ 1.8% |
$119K - $127K
|
255K
$9.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 4.86% |
$104K - $111K
|
85.3K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.62K+ 0.73% |
$95.6K - $102K
|
496K
$17.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.59K+ 2.05% |
$94.9K - $101K
|
179K
$6.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.09K+ 4.48% |
$81.6K - $86.9K
|
72.1K
$2.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.06K+ 2.22% |
$80.8K - $86.1K
|
141K
$5.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.95KNew |
$77.8K - $82.9K
|
2.95K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.76K+ 10.84% |
$72.8K - $77.6K
|
28.2K
$1M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 7.2% |
$71.1K - $75.8K
|
40.1K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.57K+ 16.42% |
$68K - $72.4K
|
18.2K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.37K+ 4.56% |
$62.7K - $66.8K
|
54.4K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.12K+ 3.64% |
$55.9K - $59.6K
|
60.3K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.11K+ 9.74% |
$55.8K - $59.4K
|
23.8K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 7.48% |
$53K - $56.4K
|
28.8K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.97K+ 3.14% |
$52K - $55.4K
|
64.6K
$2.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.85K+ 51.45% |
$48.8K - $51.9K
|
5.43K
$194K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.71K+ 3.53% |
$45.1K - $48K
|
50K
$1.78M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 13.84% |
$29.1K - $31K
|
9.05K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
964+ 5.1% |
$25.5K - $27.1K
|
19.9K
$709K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
909+ 6.23% |
$24K - $25.6K
|
15.5K
$553K
|