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 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.12% |
$525 - $547
|
16.1K
$574K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.21% |
$472 - $493
|
8.68K
$309K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.21% |
$420 - $438
|
7.73K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 5.26% |
$52.5 - $54.7
|
40
$1.43K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2+ 0.01% |
$52.5 - $54.7
|
15.7K
$558K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.89% |
$52.5 - $54.7
|
223
$7.95K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 5.56% |
$52.5 - $54.7
|
34
$1.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.1% |
$157 - $164
|
5.73K
$204K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.04% |
$289 - $301
|
30.1K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 0.73% |
$315 - $328
|
1.64K
$58.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-28- 0.06% |
$735 - $766
|
46.8K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 21.16% |
$1.34K - $1.4K
|
190
$6.77K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-68- 0.78% |
$1.78K - $1.86K
|
8.65K
$308K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-76- 0.39% |
$1.99K - $2.08K
|
19.2K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 1.0% |
$2.34K - $2.44K
|
8.84K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93- 0.46% |
$2.44K - $2.55K
|
20.1K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-98- 0.28% |
$2.57K - $2.68K
|
35.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-98- 0.32% |
$2.57K - $2.68K
|
30.5K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-108- 0.6% |
$2.83K - $2.96K
|
17.7K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-113- 0.48% |
$2.97K - $3.09K
|
23.6K
$841K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-119- 1.39% |
$3.12K - $3.26K
|
8.45K
$301K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-133- 4.7% |
$3.49K - $3.64K
|
2.7K
$96.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-175- 6.76% |
$4.59K - $4.79K
|
2.41K
$86K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-192- 0.08% |
$5.04K - $5.26K
|
248K
$8.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-225- 20.76% |
$5.9K - $6.16K
|
859
$30.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-227- 0.73% |
$5.96K - $6.21K
|
30.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-250- 1.03% |
$6.56K - $6.84K
|
24.1K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-275- 0.8% |
$7.22K - $7.53K
|
34.2K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 83.1% |
$7.87K - $8.21K
|
61
$2.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-304- 3.0% |
$7.98K - $8.32K
|
9.83K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-376- 4.59% |
$9.87K - $10.3K
|
7.82K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-380- 0.46% |
$9.97K - $10.4K
|
82.5K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-394- 0.48% |
$10.3K - $10.8K
|
80.9K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 2.38% |
$10.5K - $10.9K
|
16.4K
$584K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-415- 10.37% |
$10.9K - $11.4K
|
3.59K
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-502- 43.58% |
$13.2K - $13.7K
|
650
$23.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-550- 3.2% |
$14.4K - $15.1K
|
16.6K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-584- 3.95% |
$15.3K - $16K
|
14.2K
$507K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-598- 2.01% |
$15.7K - $16.4K
|
29.2K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-670- 2.34% |
$17.6K - $18.3K
|
27.9K
$996K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-675- 3.6% |
$17.7K - $18.5K
|
18.1K
$645K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-700- 16.17% |
$18.4K - $19.2K
|
3.63K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-716- 2.26% |
$18.8K - $19.6K
|
31K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-736- 12.99% |
$19.3K - $20.1K
|
4.93K
$176K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-778- 7.11% |
$20.4K - $21.3K
|
10.2K
$362K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-814- 8.02% |
$21.4K - $22.3K
|
9.33K
$333K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-816- 2.46% |
$21.4K - $22.3K
|
32.4K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-816- 2.46% |
$21.4K - $22.3K
|
32.4K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-845- 4.41% |
$22.2K - $23.1K
|
18.3K
$653K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-900- 7.04% |
$23.6K - $24.6K
|
11.9K
$424K
|