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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.61K- 21.26% |
$124K - $136K
|
17.1K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.74K- 24.39% |
$127K - $140K
|
14.7K
$524K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-4.9K- 5.97% |
$131K - $145K
|
77.2K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.08K- 0.49% |
$136K - $150K
|
1.03M
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.42K- 3.53% |
$145K - $160K
|
148K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-5.51K- 0.87% |
$148K - $163K
|
625K
$22.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.8K- 16.58% |
$156K - $171K
|
29.2K
$1.04M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.95K- 20.8% |
$160K - $176K
|
22.7K
$808K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.27K- 3.86% |
$168K - $185K
|
156K
$5.57M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.44K- 12.13% |
$173K - $190K
|
46.6K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.67K- 7.44% |
$179K - $197K
|
82.9K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.8K- 9.36% |
$182K - $201K
|
65.8K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.5K- 3.73% |
$201K - $221K
|
193K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.81K- 2.79% |
$209K - $231K
|
272K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.44KClosed |
$226K - $249K
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-9.71K- 4.82% |
$261K - $287K
|
192K
$6.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 28.28% |
$272K - $299K
|
25.7K
$916K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-10.3K- 7.78% |
$276K - $304K
|
122K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10.5K- 5.4% |
$283K - $311K
|
185K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 1.22% |
$285K - $313K
|
856K
$30.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 4.51% |
$294K - $324K
|
233K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 21.9% |
$328K - $361K
|
43.6K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 59.66% |
$335K - $369K
|
8.44K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12.5K- 18.65% |
$337K - $370K
|
54.7K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-13.1K- 57.47% |
$352K - $388K
|
9.72K
$346K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-15.4K- 56.07% |
$413K - $455K
|
12.1K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16.1K- 1.52% |
$433K - $476K
|
1.05M
$37.3M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-16.4K- 28.71% |
$441K - $485K
|
40.8K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.9K- 22.01% |
$534K - $588K
|
70.5K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20.5K- 2.66% |
$551K - $607K
|
753K
$26.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.3K- 11.9% |
$679K - $747K
|
187K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.1K- 36.69% |
$699K - $770K
|
45K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 9.66% |
$780K - $859K
|
272K
$9.7M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.5K- 1.62% |
$819K - $901K
|
1.86M
$66.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-31.5K- 23.43% |
$845K - $930K
|
103K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-33.9K- 6.73% |
$909K - $1M
|
469K
$16.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.4K- 3.48% |
$1.59M - $1.75M
|
1.65M
$58.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.8K- 29.55% |
$1.74M - $1.91M
|
155K
$5.51M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-76.6K- 35.44% |
$2.05M - $2.26M
|
139K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.9K- 38.21% |
$2.52M - $2.77M
|
152K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-111K- 5.49% |
$2.97M - $3.26M
|
1.9M
$67.8M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-152K- 20.74% |
$4.07M - $4.48M
|
580K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178K- 52.77% |
$4.78M - $5.26M
|
159K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-216K- 5.86% |
$5.81M - $6.39M
|
3.47M
$124M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 1.71% |
$7.35M - $8.09M
|
15.7M
$560M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 1.71% |
$7.35M - $8.09M
|
15.7M
$560M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-339K- 20.06% |
$9.11M - $10M
|
1.35M
$48.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-620K- 3.79% |
$16.6M - $18.3M
|
15.7M
$560M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-808K- 35.69% |
$21.7M - $23.9M
|
1.46M
$51.9M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.2M- 85.24% |
$32.2M - $35.4M
|
208K
$7.4M
|