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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.98% |
$423 - $450
|
1.65K
$59.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.27% |
$185 - $197
|
2.62K
$93.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.04% |
$79.3 - $84.4
|
8.52K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.11% |
$52.8 - $56.3
|
1.75K
$62.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 17.5% |
$185 - $197
|
33
$1.18K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 26.47% |
$238 - $253
|
25
$898
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10- 0.05% |
$264 - $281
|
19K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.08% |
$264 - $281
|
11.8K
$422K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-53- 0.29% |
$1.4K - $1.49K
|
18.3K
$655K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54- 0.02% |
$1.43K - $1.52K
|
309K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 0.45% |
$1.51K - $1.6K
|
12.7K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 5.7% |
$1.51K - $1.6K
|
943
$33.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.27% |
$1.59K - $1.69K
|
22.2K
$798K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-65- 0.38% |
$1.72K - $1.83K
|
16.9K
$606K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-86- 0.42% |
$2.27K - $2.42K
|
20.5K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-88- 0.9% |
$2.32K - $2.48K
|
9.74K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-95- 0.38% |
$2.51K - $2.67K
|
25K
$896K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-122- 45.19% |
$3.22K - $3.43K
|
148
$5.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 0.41% |
$3.54K - $3.77K
|
32.3K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-146- 3.07% |
$3.86K - $4.11K
|
4.6K
$165K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-167- 1.69% |
$4.41K - $4.7K
|
9.73K
$349K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-199- 1.85% |
$5.26K - $5.6K
|
10.6K
$379K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-225- 1.47% |
$5.94K - $6.33K
|
15.1K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-228- 1.65% |
$6.02K - $6.42K
|
13.6K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-294- 0.45% |
$7.77K - $8.27K
|
64.3K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 37.22% |
$7.93K - $8.44K
|
506
$18.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-325- 1.35% |
$8.59K - $9.15K
|
23.8K
$854K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-325- 70.04% |
$8.59K - $9.15K
|
139
$4.99K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-439- 1.44% |
$11.6K - $12.4K
|
30.1K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-453- 2.22% |
$12K - $12.7K
|
19.9K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-460- 23.3% |
$12.2K - $12.9K
|
1.51K
$54.4K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-473- 4.21% |
$12.5K - $13.3K
|
10.8K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-476- 2.8% |
$12.6K - $13.4K
|
16.5K
$594K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-508- 2.87% |
$13.4K - $14.3K
|
17.2K
$617K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-508- 10.3% |
$13.4K - $14.3K
|
4.42K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-548- 0.62% |
$14.5K - $15.4K
|
87.2K
$3.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-554- 4.64% |
$14.6K - $15.6K
|
11.4K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-595- 5.97% |
$15.7K - $16.7K
|
9.37K
$336K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-598- 1.98% |
$15.8K - $16.8K
|
29.5K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-631- 1.51% |
$16.7K - $17.8K
|
41.1K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-701- 15.31% |
$18.5K - $19.7K
|
3.88K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-710- 3.53% |
$18.8K - $20K
|
19.4K
$697K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-788- 5.55% |
$20.8K - $22.2K
|
13.4K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-800- 23.19% |
$21.1K - $22.5K
|
2.65K
$95.1K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-812- 9.61% |
$21.5K - $22.8K
|
7.64K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-831- 83.1% |
$22K - $23.4K
|
169
$6.07K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-870- 13.37% |
$23K - $24.5K
|
5.64K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-923- 7.49% |
$24.4K - $26K
|
11.4K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-934- 1.06% |
$24.7K - $26.3K
|
87.5K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-962- 0.13% |
$25.4K - $27.1K
|
750K
$26.9M
|