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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 24.09% |
$140K - $152K
|
28.3K
$1.01M
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
5.25K+ 8.91% |
$134K - $145K
|
64.2K
$2.29M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 19.12% |
$127K - $138K
|
31K
$1.11M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
4.96K+ 1.87% |
$126K - $137K
|
270K
$9.62M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.9K+ 1.08% |
$125K - $136K
|
461K
$16.4M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.77K+ 16.75% |
$121K - $132K
|
33.2K
$1.18M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.77K+ 16.75% |
$121K - $132K
|
33.2K
$1.18M
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.67K+ 49.09% |
$119K - $129K
|
14.2K
$506K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.37K+ 36.08% |
$111K - $121K
|
16.5K
$588K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.09K+ 9.58% |
$104K - $113K
|
46.8K
$1.67M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.53K+ 3.66% |
$89.7K - $97.6K
|
100K
$3.57M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.48K+ 0.68% |
$88.5K - $96.2K
|
513K
$18.3M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45KNew |
$87.7K - $95.4K
|
3.45K
$123K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.35K+ 513.02% |
$85.2K - $92.6K
|
4K
$143K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.2K+ 1.25% |
$81.4K - $88.6K
|
259K
$9.23M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 4.01% |
$81.2K - $88.3K
|
82.9K
$2.96M
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 4.01% |
$79.9K - $86.9K
|
81.6K
$2.91M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.86K+ 13.16% |
$72.8K - $79.1K
|
24.6K
$878K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.83KNew |
$71.9K - $78.2K
|
2.83K
$101K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 7.14% |
$67.1K - $73K
|
39.6K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.62K+ 0.82% |
$66.5K - $72.3K
|
320K
$11.4M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.59KNew |
$65.8K - $71.5K
|
2.59K
$92.2K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 4.92% |
$65.6K - $71.3K
|
55.1K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.55K+ 1.75% |
$64.8K - $70.5K
|
149K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 7.75% |
$55.9K - $60.8K
|
30.6K
$1.09M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.13K+ 3.26% |
$54.2K - $58.9K
|
67.5K
$2.41M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.84K+ 14.03% |
$46.6K - $50.7K
|
14.9K
$532K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.57K+ 8.99% |
$39.9K - $43.3K
|
19K
$678K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.4K+ 1.07% |
$35.6K - $38.7K
|
133K
$4.73M
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.29K+ 57.64% |
$32.7K - $35.5K
|
3.52K
$125K
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.25K+ 5.23% |
$31.8K - $34.6K
|
25.1K
$896K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 6.31% |
$30.5K - $33.2K
|
20.2K
$721K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 12.38% |
$29.4K - $31.9K
|
10.5K
$374K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.15KNew |
$29.3K - $31.8K
|
1.15K
$41.1K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 4.57% |
$26.3K - $28.6K
|
23.7K
$844K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
998+ 13.04% |
$25.4K - $27.6K
|
8.65K
$308K
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
909+ 5.43% |
$23.1K - $25.1K
|
17.7K
$630K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
831+ 8.92% |
$21.1K - $23K
|
10.1K
$362K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
622+ 14.43% |
$15.8K - $17.2K
|
4.93K
$176K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$15.2K - $16.5K
|
596
$21.2K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
524+ 0.24% |
$13.3K - $14.5K
|
221K
$7.88M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
490+ 0.42% |
$12.5K - $13.5K
|
118K
$4.22M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
488+ 38.73% |
$12.4K - $13.5K
|
1.75K
$62.3K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
479+ 6.62% |
$12.2K - $13.2K
|
7.71K
$275K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
464New |
$11.8K - $12.8K
|
464
$16.5K
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
460+ 3.03% |
$11.7K - $12.7K
|
15.7K
$558K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
448+ 0.53% |
$11.4K - $12.4K
|
84.3K
$3M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
364+ 0.95% |
$9.25K - $10.1K
|
38.7K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
356+ 79.11% |
$9.05K - $9.84K
|
806
$28.7K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
349New |
$8.87K - $9.65K
|
349
$12.4K
|