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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$8.26K - $8.98K
|
325
$11.6K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.14% |
$7.63K - $8.29K
|
26.7K
$955K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
257+ 0.17% |
$6.53K - $7.1K
|
150K
$5.37M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
188+ 4.17% |
$4.78K - $5.2K
|
4.7K
$168K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
179+ 0.57% |
$4.55K - $4.95K
|
31.8K
$1.14M
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
179+ 1.02% |
$4.55K - $4.95K
|
17.7K
$633K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
171+ 1.18% |
$4.35K - $4.73K
|
14.6K
$524K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
143+ 0.81% |
$3.64K - $3.95K
|
17.9K
$639K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 0.22% |
$3.43K - $3.73K
|
62.1K
$2.22M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
122New |
$3.1K - $3.37K
|
122
$4.37K
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
113+ 1.02% |
$2.87K - $3.12K
|
11.2K
$401K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
112+ 0.99% |
$2.85K - $3.1K
|
11.4K
$408K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
105+ 10.73% |
$2.67K - $2.9K
|
1.08K
$38.8K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.68% |
$2.62K - $2.85K
|
15.1K
$542K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
103+ 0.32% |
$2.62K - $2.85K
|
32.4K
$1.16M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
90+ 0.47% |
$2.29K - $2.49K
|
19.4K
$694K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 0.77% |
$1.73K - $1.88K
|
8.93K
$320K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
57+ 0.47% |
$1.45K - $1.58K
|
12.3K
$439K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
51+ 0.59% |
$1.3K - $1.41K
|
8.72K
$312K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 0.3% |
$1.27K - $1.38K
|
16.9K
$604K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
24+ 0.1% |
$610 - $663
|
23.7K
$849K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24+ 0.09% |
$610 - $663
|
26.5K
$949K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.19% |
$407 - $442
|
8.66K
$310K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.04% |
$280 - $304
|
30.7K
$1.1M
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$50.8 - $55.3
|
33.8K
$1.21M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$50.8 - $55.3
|
15.4K
$553K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 7.69% |
$76.3 - $82.9
|
36
$1.29K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 13.64% |
$153 - $166
|
38
$1.36K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 0.42% |
$178 - $193
|
1.65K
$59K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.14% |
$305 - $332
|
8.57K
$307K
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-15- 0.08% |
$381 - $415
|
19.1K
$686K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-28- 0.16% |
$712 - $774
|
17.7K
$635K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-29- 0.17% |
$737 - $802
|
17.2K
$615K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37- 0.4% |
$941 - $1.02K
|
9.16K
$328K
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.66% |
$1.07K - $1.16K
|
6.31K
$226K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-69- 0.32% |
$1.75K - $1.91K
|
21.6K
$772K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 1.82% |
$1.88K - $2.05K
|
4K
$143K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76- 0.12% |
$1.93K - $2.1K
|
62.6K
$2.24M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 0.49% |
$2.06K - $2.24K
|
16.6K
$594K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 1.73% |
$2.54K - $2.76K
|
5.67K
$203K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-100- 0.89% |
$2.54K - $2.76K
|
11.2K
$400K
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 0.8% |
$2.54K - $2.76K
|
12.4K
$443K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-113- 0.76% |
$2.87K - $3.12K
|
14.8K
$530K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-149- 0.49% |
$3.79K - $4.12K
|
30.1K
$1.08M
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-150- 1.76% |
$3.81K - $4.15K
|
8.37K
$300K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-174- 0.68% |
$4.42K - $4.81K
|
25.3K
$904K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-195- 1.32% |
$4.96K - $5.39K
|
14.6K
$522K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-210- 1.08% |
$5.34K - $5.8K
|
19.2K
$689K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-211- 1.4% |
$5.36K - $5.83K
|
14.8K
$531K
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-218- 0.7% |
$5.54K - $6.03K
|
30.9K
$1.11M
|