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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
852+ 43.99% |
$22.5K - $24K
|
2.79K
$100K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
787+ 2.42% |
$20.8K - $22.1K
|
33.4K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
783+ 4.02% |
$20.7K - $22K
|
20.3K
$728K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
725+ 10.15% |
$19.2K - $20.4K
|
7.87K
$283K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
567+ 1.48% |
$15K - $16K
|
38.9K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
539+ 3.91% |
$14.2K - $15.2K
|
14.3K
$515K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
531+ 19.7% |
$14K - $14.9K
|
3.23K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
526+ 5.64% |
$13.9K - $14.8K
|
9.86K
$354K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
485+ 4.52% |
$12.8K - $13.6K
|
11.2K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
484+ 5.34% |
$12.8K - $13.6K
|
9.55K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
478New |
$12.6K - $13.5K
|
478
$17.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
400+ 0.98% |
$10.6K - $11.3K
|
41.4K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
305+ 1.19% |
$8.06K - $8.58K
|
25.9K
$930K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
283+ 0.96% |
$7.48K - $7.96K
|
29.7K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
280New |
$7.4K - $7.88K
|
280
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
279+ 0.12% |
$7.37K - $7.85K
|
234K
$8.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
278New |
$7.34K - $7.82K
|
278
$9.98K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
278New |
$7.34K - $7.82K
|
278
$9.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$7.27K - $7.74K
|
275
$9.87K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 30.97% |
$7.03K - $7.49K
|
1.13K
$40.4K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
261+ 0.32% |
$6.9K - $7.34K
|
81.2K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
238New |
$6.29K - $6.7K
|
238
$8.54K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
212+ 0.83% |
$5.6K - $5.97K
|
25.7K
$921K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
203+ 0.36% |
$5.36K - $5.71K
|
55.9K
$2.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$5.34K - $5.68K
|
202
$7.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
188+ 1.05% |
$4.97K - $5.29K
|
18K
$648K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
147+ 0.83% |
$3.88K - $4.14K
|
17.9K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
138+ 0.47% |
$3.65K - $3.88K
|
29.3K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
125+ 1.09% |
$3.3K - $3.52K
|
11.6K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
107+ 0.33% |
$2.83K - $3.01K
|
32.1K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
98+ 0.78% |
$2.59K - $2.76K
|
12.6K
$453K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
91+ 0.74% |
$2.4K - $2.56K
|
12.5K
$447K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
83+ 0.14% |
$2.19K - $2.34K
|
58.4K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82+ 1.09% |
$2.17K - $2.31K
|
7.61K
$273K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
74+ 0.31% |
$1.96K - $2.08K
|
24.1K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
62+ 0.46% |
$1.64K - $1.74K
|
13.5K
$486K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
59+ 0.36% |
$1.56K - $1.66K
|
16.4K
$589K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
52+ 0.28% |
$1.37K - $1.46K
|
18.4K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
50+ 0.21% |
$1.32K - $1.41K
|
23.7K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48+ 0.14% |
$1.27K - $1.35K
|
35.2K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
42+ 0.14% |
$1.11K - $1.18K
|
29.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
40+ 0.12% |
$1.06K - $1.13K
|
32.5K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
34+ 0.1% |
$898 - $957
|
33.4K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.03% |
$608 - $647
|
70.8K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.14% |
$581 - $619
|
16.1K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.03% |
$581 - $619
|
86.9K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21+ 0.37% |
$555 - $591
|
5.75K
$206K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.23% |
$476 - $507
|
7.75K
$278K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.04% |
$449 - $478
|
48.1K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$423 - $450
|
8.69K
$312K
|