Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
525K+ 3.3% |
$13.8M - $14.4M
|
16.4M
$586M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
379K+ 99.08% |
$9.94M - $10.4M
|
761K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111K+ 134.02% |
$2.9M - $3.03M
|
193K
$6.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
107KNew |
$2.82M - $2.94M
|
107K
$3.83M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
96.8K+ 283.34% |
$2.54M - $2.65M
|
131K
$4.67M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.9K+ 48.39% |
$2.18M - $2.27M
|
254K
$9.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.2K+ 4.75% |
$2.16M - $2.25M
|
1.81M
$64.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.4K+ 79.25% |
$1.87M - $1.96M
|
162K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.2K+ 180.21% |
$1.84M - $1.92M
|
109K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
63.7K+ 2.9% |
$1.67M - $1.74M
|
2.26M
$80.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.8K+ 646.43% |
$1.54M - $1.61M
|
67.9K
$2.42M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
58.3KNew |
$1.53M - $1.6M
|
58.3K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
58.1K+ 23.44% |
$1.53M - $1.59M
|
306K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.4K+ 227.62% |
$1.43M - $1.49M
|
78.3K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52.9K+ 1.6% |
$1.39M - $1.45M
|
3.36M
$120M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
52.9KNew |
$1.39M - $1.45M
|
52.9K
$1.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
32.6KNew |
$855K - $891K
|
32.6K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.8K+ 6.91% |
$835K - $871K
|
493K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25.4KNew |
$667K - $696K
|
25.4K
$907K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.2K+ 4.28% |
$581K - $606K
|
540K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 12.22% |
$500K - $522K
|
175K
$6.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 5.56% |
$445K - $464K
|
322K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 1.16% |
$265K - $277K
|
879K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
9.96KNew |
$261K - $273K
|
9.96K
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
8.03KNew |
$211K - $220K
|
8.03K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 4.77% |
$205K - $214K
|
172K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.77KNew |
$204K - $213K
|
7.77K
$277K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
7.61KNew |
$200K - $208K
|
7.61K
$271K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.53KNew |
$198K - $206K
|
7.53K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.48KNew |
$196K - $205K
|
7.48K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.43K+ 7.43% |
$195K - $203K
|
107K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.99K+ 8.58% |
$183K - $191K
|
88.4K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.51K+ 9.17% |
$171K - $178K
|
77.5K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.51KNew |
$171K - $178K
|
6.51K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.23K+ 31.05% |
$164K - $171K
|
26.3K
$938K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 10.53% |
$130K - $136K
|
52.2K
$1.86M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.89K+ 6.73% |
$128K - $134K
|
77.5K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.87K+ 3.66% |
$128K - $133K
|
138K
$4.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75K+ 19.25% |
$125K - $130K
|
29.4K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.73K+ 33.35% |
$124K - $129K
|
18.9K
$674K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.58KNew |
$120K - $125K
|
4.58K
$163K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4.19KNew |
$110K - $115K
|
4.19K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.81K+ 0.49% |
$99.9K - $104K
|
789K
$28.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.46K+ 4.11% |
$90.9K - $94.8K
|
87.7K
$3.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3.34K+ 11.15% |
$87.7K - $91.5K
|
33.3K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19K+ 8.28% |
$83.7K - $87.3K
|
41.7K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.08K+ 8.88% |
$80.8K - $84.3K
|
37.8K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.91K+ 31.93% |
$76.4K - $79.7K
|
12K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.71K+ 38.6% |
$71.1K - $74.1K
|
9.72K
$347K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.64K+ 23.63% |
$69.2K - $72.2K
|
13.8K
$492K
|