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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-902- 2.94% |
$23.7K - $24.7K
|
29.8K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-967- 10.63% |
$25.4K - $26.5K
|
8.13K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-969- 1.29% |
$25.4K - $26.5K
|
74.3K
$2.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-987- 4.58% |
$25.9K - $27K
|
20.6K
$734K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 21.16% |
$26.2K - $27.4K
|
3.73K
$133K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.09K- 4.07% |
$28.5K - $29.7K
|
25.6K
$912K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.14K- 4.51% |
$29.8K - $31.1K
|
24K
$856K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.16K- 37.39% |
$30.4K - $31.7K
|
1.94K
$69.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 9.1% |
$33.6K - $35K
|
12.8K
$456K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 0.41% |
$33.8K - $35.3K
|
316K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.3K- 1.79% |
$34.1K - $35.6K
|
71.4K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 9.02% |
$34.7K - $36.2K
|
13.3K
$475K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 14.52% |
$35.4K - $36.9K
|
7.95K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 1.52% |
$35.4K - $36.9K
|
87.7K
$3.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.39K- 2.04% |
$36.4K - $38K
|
66.8K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.4K- 58.33% |
$36.7K - $38.3K
|
1K
$35.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.42K- 1.96% |
$37.2K - $38.8K
|
70.8K
$2.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.54K- 8.62% |
$40.5K - $42.2K
|
16.3K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.58K- 0.71% |
$41.4K - $43.2K
|
219K
$7.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.82K- 10.28% |
$47.8K - $49.9K
|
15.9K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 8.35% |
$51.9K - $54.1K
|
21.7K
$773K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 0.55% |
$55K - $57.4K
|
379K
$13.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.21K- 1.56% |
$57.9K - $60.4K
|
139K
$4.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.24K- 5.64% |
$58.6K - $61.2K
|
37.4K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.34K- 23.4% |
$61.5K - $64.2K
|
7.67K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.56K- 17.13% |
$67K - $69.9K
|
12.4K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.06K- 18.81% |
$80.4K - $83.8K
|
13.2K
$471K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.06K- 18.81% |
$80.4K - $83.8K
|
13.2K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.35K- 2.52% |
$87.9K - $91.6K
|
129K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.43K- 24.86% |
$90K - $93.9K
|
10.4K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.64K- 4.02% |
$95.4K - $99.5K
|
86.9K
$3.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.64K- 10.78% |
$95.5K - $99.7K
|
30.1K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.05K- 6.51% |
$106K - $111K
|
58.2K
$2.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.28K- 8.14% |
$112K - $117K
|
48.3K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.32K- 2.83% |
$113K - $118K
|
148K
$5.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.4K- 2.0% |
$115K - $120K
|
216K
$7.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.57K- 25.34% |
$120K - $125K
|
13.5K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 30.19% |
$122K - $127K
|
10.8K
$384K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.78K- 16.56% |
$126K - $131K
|
24.1K
$859K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.83K- 0.54% |
$127K - $132K
|
893K
$31.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.85K- 14.18% |
$127K - $133K
|
29.4K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-4.98K- 9.39% |
$131K - $136K
|
48.1K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.03K- 5.81% |
$132K - $138K
|
81.6K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.97K- 2.49% |
$157K - $163K
|
234K
$8.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6K- 21.21% |
$157K - $164K
|
22.3K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.28K- 92.11% |
$165K - $172K
|
538
$19.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.51K- 1.14% |
$171K - $178K
|
563K
$20.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.44K- 20.61% |
$195K - $204K
|
28.6K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.72K- 8.67% |
$203K - $211K
|
81.4K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.01K- 3.09% |
$210K - $219K
|
251K
$8.95M
|