Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
1.47M+ 61.02% |
$37.4M - $40.7M
|
3.88M
$138M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
418K+ 2.7% |
$10.6M - $11.6M
|
15.9M
$568M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153KNew |
$3.88M - $4.22M
|
153K
$5.44M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
140K+ 178.89% |
$3.56M - $3.87M
|
218K
$7.77M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
132K+ 4.15% |
$3.35M - $3.64M
|
3.31M
$118M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 4.85% |
$2.97M - $3.23M
|
2.53M
$90M
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
106K+ 74.78% |
$2.7M - $2.93M
|
248K
$8.84M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.3K+ 31.75% |
$2.27M - $2.47M
|
371K
$13.2M
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
84.2K+ 21.59% |
$2.14M - $2.33M
|
474K
$16.9M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61.2KNew |
$1.55M - $1.69M
|
61.2K
$2.18M
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
60.6K+ 16.29% |
$1.54M - $1.67M
|
433K
$15.4M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.1K+ 7.84% |
$1.45M - $1.58M
|
785K
$28M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
51KNew |
$1.3M - $1.41M
|
51K
$1.82M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
50.1K+ 2.34% |
$1.27M - $1.39M
|
2.19M
$78.2M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.6KNew |
$880K - $957K
|
34.6K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.8K+ 56.49% |
$757K - $824K
|
82.5K
$2.94M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
28.9KNew |
$734K - $798K
|
28.9K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 10.23% |
$720K - $783K
|
305K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 42.44% |
$683K - $742K
|
90.2K
$3.21M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
25.1K+ 4.61% |
$638K - $694K
|
569K
$20.3M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
24.9K+ 40.39% |
$634K - $689K
|
86.6K
$3.09M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.9KNew |
$608K - $661K
|
23.9K
$852K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 17.39% |
$571K - $621K
|
152K
$5.41M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.2K+ 35.46% |
$564K - $613K
|
84.8K
$3.02M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.4K+ 1.12% |
$545K - $593K
|
1.94M
$69M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.4K+ 924.01% |
$520K - $565K
|
22.7K
$808K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
19.8K+ 68.22% |
$502K - $546K
|
48.7K
$1.74M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.2K+ 3.63% |
$462K - $502K
|
518K
$18.5M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16K+ 59433.33% |
$408K - $444K
|
16.1K
$573K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.9K+ 6.82% |
$403K - $438K
|
248K
$8.85M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 33.33% |
$380K - $414K
|
59.9K
$2.13M
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14.5K+ 29.29% |
$369K - $401K
|
64.1K
$2.29M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
13.6K+ 1.28% |
$346K - $376K
|
1.08M
$38.4M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
13.1K+ 1.48% |
$333K - $362K
|
898K
$32M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 4.17% |
$323K - $352K
|
318K
$11.3M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 7.72% |
$299K - $325K
|
164K
$5.85M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.4K+ 153.89% |
$289K - $314K
|
18.8K
$669K
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
11.2K+ 19.59% |
$285K - $310K
|
68.5K
$2.44M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 391.16% |
$285K - $310K
|
14.1K
$501K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 1.28% |
$280K - $304K
|
869K
$31M
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$263K - $286K
|
10.4K
$369K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10K+ 14.02% |
$255K - $277K
|
81.4K
$2.9M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
9.89KNew |
$251K - $273K
|
9.89K
$353K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66K+ 2645.21% |
$245K - $267K
|
10K
$357K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 2.08% |
$197K - $215K
|
381K
$13.6M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.76K+ 45.88% |
$197K - $214K
|
24.7K
$880K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
7.68KNew |
$195K - $212K
|
7.68K
$274K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.56K+ 5.1% |
$192K - $209K
|
156K
$5.56M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.77K+ 12.67% |
$172K - $187K
|
60.2K
$2.15M
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.72K+ 19.96% |
$145K - $158K
|
34.4K
$1.23M
|