Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q1 2024. 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 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-452- 0.96% |
$12.1K - $13.3K
|
46.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-584- 2.71% |
$15.7K - $17.2K
|
21K
$752K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600- 37.5% |
$16.1K - $17.7K
|
1K
$35.8K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-632- 26.45% |
$17K - $18.7K
|
1.76K
$62.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-639- 2.7% |
$17.1K - $18.9K
|
23K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-650- 44.52% |
$17.4K - $19.2K
|
810
$29K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-692- 4.27% |
$18.6K - $20.4K
|
15.5K
$556K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-696- 0.92% |
$18.7K - $20.6K
|
75.1K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-736Closed |
$19.7K - $21.7K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-756- 5.09% |
$20.3K - $22.3K
|
14.1K
$505K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-760- 1.13% |
$20.4K - $22.4K
|
66.2K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 18.11% |
$21.5K - $23.6K
|
3.62K
$130K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-857- 9.43% |
$23K - $25.3K
|
8.23K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-863- 5.35% |
$23.2K - $25.5K
|
15.3K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-894- 8.27% |
$24K - $26.4K
|
9.92K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-895- 22.56% |
$24K - $26.4K
|
3.07K
$110K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-907- 2.7% |
$24.3K - $26.8K
|
32.7K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-925- 4.15% |
$24.8K - $27.3K
|
21.4K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-993- 9.03% |
$26.6K - $29.3K
|
10K
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.08K- 1.57% |
$28.9K - $31.8K
|
67.3K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.08K- 4.09% |
$29K - $31.9K
|
25.4K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.19K- 79.41% |
$31.9K - $35.1K
|
308
$11K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.19K- 3.31% |
$32K - $35.2K
|
34.8K
$1.25M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.25K- 1.42% |
$33.4K - $36.8K
|
86.5K
$3.1M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31K- 15.45% |
$35K - $38.5K
|
7.14K
$256K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.33K- 1.59% |
$35.7K - $39.3K
|
82.5K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 40.27% |
$40.2K - $44.3K
|
2.23K
$79.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.54K- 1.06% |
$41.3K - $45.4K
|
144K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.62K- 17.88% |
$43.5K - $47.9K
|
7.45K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.64K- 11.48% |
$44K - $48.4K
|
12.6K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.7K- 2.7% |
$45.6K - $50.2K
|
61.3K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 2.33% |
$46.7K - $51.4K
|
72.9K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.78K- 6.15% |
$47.7K - $52.4K
|
27.1K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.78K- 76.0% |
$47.8K - $52.6K
|
562
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.93K- 6.42% |
$51.9K - $57.1K
|
28.2K
$1.01M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.97K- 36.15% |
$52.9K - $58.2K
|
3.48K
$125K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.99K- 11.91% |
$53.5K - $58.9K
|
14.8K
$528K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 20.11% |
$53.6K - $58.9K
|
7.93K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.01K- 21.58% |
$53.8K - $59.2K
|
7.29K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.04K- 19.0% |
$54.8K - $60.4K
|
8.71K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.16K- 7.74% |
$58K - $63.8K
|
25.8K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-2.31K- 7.44% |
$61.9K - $68.1K
|
28.7K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3K- 7.45% |
$80.4K - $88.5K
|
37.2K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.02K- 9.55% |
$81K - $89.2K
|
28.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 1.6% |
$82K - $90.2K
|
188K
$6.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 5.8% |
$92.9K - $102K
|
56.3K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.49K- 46.57% |
$93.6K - $103K
|
4K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.06K- 7.27% |
$109K - $120K
|
51.8K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-4.22K- 1.84% |
$113K - $125K
|
226K
$8.08M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.56K- 7.16% |
$122K - $135K
|
59.1K
$2.12M
|