Purchases and Sales Made in Q2 2022 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.27K- 3.5% |
$180K - $210K
|
200K
$7.13M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-7.45KClosed |
$184K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-7.65KClosed |
$189K - $221K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.88KClosed |
$195K - $228K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.29KClosed |
$205K - $240K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.69K- 13.16% |
$215K - $251K
|
57.3K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.89K- 16.38% |
$220K - $257K
|
45.4K
$1.62M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.6KClosed |
$237K - $278K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.99K- 30.9% |
$247K - $289K
|
22.3K
$796K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-10KClosed |
$248K - $290K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10.1K- 35.34% |
$249K - $292K
|
18.5K
$658K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 66.92% |
$261K - $305K
|
5.21K
$186K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.9K- 13.07% |
$295K - $345K
|
79.4K
$2.83M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9KClosed |
$318K - $372K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$324K - $379K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-14.8K- 22.76% |
$366K - $429K
|
50.3K
$1.79M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-17.9KClosed |
$443K - $518K
|
0
$0
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.1K- 59.26% |
$473K - $553K
|
13.2K
$469K
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-19.6K- 1.63% |
$483K - $566K
|
1.18M
$42.1M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-20.8K- 52.89% |
$513K - $600K
|
18.5K
$659K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-21.6KClosed |
$534K - $625K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-25.3K- 35.26% |
$625K - $732K
|
46.4K
$1.66M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.7K- 31.27% |
$635K - $743K
|
56.5K
$2.01M
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-26.1KClosed |
$646K - $756K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.9K- 59.71% |
$689K - $807K
|
18.8K
$671K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.8KClosed |
$761K - $891K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32.1K- 47.52% |
$793K - $928K
|
35.4K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.1KClosed |
$794K - $930K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36K- 10.51% |
$890K - $1.04M
|
307K
$10.9M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37K- 15.42% |
$915K - $1.07M
|
203K
$7.24M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-40.9K- 3.16% |
$1.01M - $1.18M
|
1.26M
$44.8M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-41.3K- 3.59% |
$1.02M - $1.2M
|
1.11M
$39.6M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.8K- 4.67% |
$1.06M - $1.24M
|
875K
$31.2M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.9K- 34.02% |
$1.11M - $1.3M
|
87.2K
$3.11M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.8KClosed |
$1.35M - $1.58M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55.5K- 11.85% |
$1.37M - $1.61M
|
413K
$14.7M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-63.3KClosed |
$1.56M - $1.83M
|
0
$0
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-69.9K- 16.89% |
$1.73M - $2.02M
|
344K
$12.3M
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-89.2K- 9.64% |
$2.2M - $2.58M
|
836K
$29.8M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-95.9K- 31.98% |
$2.37M - $2.77M
|
204K
$7.27M
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-154K- 36.68% |
$3.81M - $4.46M
|
266K
$9.49M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-222K- 41.9% |
$5.48M - $6.41M
|
307K
$11M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289K- 96.09% |
$7.15M - $8.37M
|
11.8K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-413K- 2.75% |
$10.2M - $12M
|
14.6M
$520M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-413K- 2.75% |
$10.2M - $12M
|
14.6M
$520M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-516K- 15.31% |
$12.7M - $14.9M
|
2.85M
$102M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3M- 79.05% |
$32.2M - $37.6M
|
345K
$12.3M
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.02M- 98.4% |
$74.7M - $87.5M
|
49.2K
$1.75M
|