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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-973- 0.44% |
$25.7K - $27.4K
|
219K
$7.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.07K- 6.7% |
$28.1K - $30K
|
14.8K
$533K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.08K- 25.81% |
$28.5K - $30.4K
|
3.11K
$111K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.11K- 6.78% |
$29.3K - $31.2K
|
15.3K
$548K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 4.9% |
$31.2K - $33.2K
|
22.9K
$823K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.29K- 4.62% |
$34.1K - $36.3K
|
26.6K
$956K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 0.52% |
$34.2K - $36.4K
|
247K
$8.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.4K- 11.34% |
$37K - $39.5K
|
11K
$393K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.49K- 1.07% |
$39.4K - $42K
|
137K
$4.94M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.55K- 39.16% |
$40.8K - $43.5K
|
2.4K
$86.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.8K- 10.83% |
$47.6K - $50.7K
|
14.8K
$532K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.87% |
$49.6K - $52.8K
|
63.6K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.88K- 19.37% |
$49.7K - $53K
|
7.84K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.91K- 12.86% |
$50.4K - $53.7K
|
12.9K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.95K- 0.9% |
$51.5K - $54.9K
|
214K
$7.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.02K- 5.95% |
$53.2K - $56.7K
|
31.8K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.3K- 0.22% |
$60.8K - $64.8K
|
1.07M
$38.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.42K- 3.72% |
$63.9K - $68.1K
|
62.6K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.53K- 0.67% |
$66.9K - $71.3K
|
376K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 8.29% |
$67.2K - $71.6K
|
28.1K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.7K- 3.78% |
$71.3K - $76K
|
68.7K
$2.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.77K- 9.21% |
$73.2K - $78K
|
27.3K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.8K- 9.54% |
$74K - $78.8K
|
26.6K
$954K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 20.36% |
$84.5K - $90K
|
12.5K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.31K- 22.3% |
$87.6K - $93.3K
|
11.5K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.81K- 12.29% |
$101K - $107K
|
27.2K
$977K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-4.19K- 1.3% |
$111K - $118K
|
318K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.32K- 10.9% |
$114K - $122K
|
35.3K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.61K- 7.43% |
$122K - $130K
|
57.4K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 34.6% |
$124K - $132K
|
8.88K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.7K- 6.0% |
$124K - $132K
|
73.6K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.89K- 6.31% |
$129K - $138K
|
72.6K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.01K- 2.02% |
$132K - $141K
|
243K
$8.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.14K- 6.23% |
$136K - $145K
|
77.4K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.35K- 3.65% |
$141K - $151K
|
141K
$5.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.45K- 6.22% |
$144K - $153K
|
82.3K
$2.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.91K- 4.56% |
$156K - $166K
|
124K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.99K- 3.73% |
$158K - $169K
|
154K
$5.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-6.13K- 6.71% |
$162K - $172K
|
85.3K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.48K- 2.68% |
$198K - $211K
|
272K
$9.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.15K- 45.06% |
$215K - $229K
|
9.94K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.3K- 4.3% |
$219K - $233K
|
185K
$6.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.53K- 3.77% |
$225K - $240K
|
218K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.54K- 4.55% |
$226K - $240K
|
179K
$6.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-8.54K- 6.12% |
$226K - $240K
|
131K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.23K- 1.17% |
$244K - $260K
|
779K
$28M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.37K- 11.48% |
$247K - $264K
|
72.2K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 8.3% |
$282K - $300K
|
118K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 14.6% |
$365K - $389K
|
80.9K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-17.4K- 47.82% |
$460K - $490K
|
19K
$683K
|