Purchases and Sales Made in Q3 2021 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7MNew |
$346M - $367M
|
14.7M
$522M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
943K+ 1831.29% |
$22.2M - $23.6M
|
995K
$35.5M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
617K+ 22.4% |
$14.6M - $15.5M
|
3.37M
$120M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301KNew |
$7.1M - $7.54M
|
301K
$10.7M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
217KNew |
$5.11M - $5.43M
|
217K
$7.73M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
128K+ 10.67% |
$3.03M - $3.21M
|
1.33M
$47.5M
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
104K+ 48.81% |
$2.44M - $2.59M
|
316K
$11.3M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102K+ 42.38% |
$2.4M - $2.55M
|
342K
$12.2M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
98.2K+ 4.29% |
$2.32M - $2.46M
|
2.39M
$85.2M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
93.9K+ 16.36% |
$2.21M - $2.35M
|
668K
$23.8M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
76.6K+ 4.5% |
$1.81M - $1.92M
|
1.78M
$63.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.3K+ 6.64% |
$1.61M - $1.71M
|
1.1M
$39.1M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
65.8K+ 6.32% |
$1.55M - $1.65M
|
1.11M
$39.5M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.1K+ 2.2% |
$1.51M - $1.61M
|
2.97M
$106M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.5KNew |
$1.38M - $1.47M
|
58.5K
$2.09M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.1K+ 4.57% |
$1.06M - $1.13M
|
1.03M
$36.8M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
42.2KNew |
$996K - $1.06M
|
42.2K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38K+ 14.01% |
$895K - $951K
|
309K
$11M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.6K+ 66.79% |
$839K - $891K
|
88.8K
$3.17M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31.5K+ 281.78% |
$743K - $788K
|
42.7K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.7K+ 13.62% |
$724K - $768K
|
256K
$9.12M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
30.1K+ 18.25% |
$711K - $755K
|
195K
$6.96M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 138.89% |
$680K - $722K
|
49.6K
$1.77M
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.5K+ 39.4% |
$648K - $687K
|
97.1K
$3.46M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
18.1K+ 30.74% |
$428K - $454K
|
77.1K
$2.75M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.4K+ 3.63% |
$410K - $435K
|
496K
$17.7M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1KNew |
$357K - $379K
|
15.1K
$540K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
15K+ 3.32% |
$354K - $375K
|
467K
$16.6M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15K+ 11.15% |
$353K - $375K
|
149K
$5.32M
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13.7KNew |
$323K - $343K
|
13.7K
$489K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 5.75% |
$311K - $330K
|
242K
$8.64M
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
13K+ 16.59% |
$307K - $325K
|
91.3K
$3.26M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 2.69% |
$292K - $310K
|
474K
$16.9M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4KNew |
$292K - $310K
|
12.4K
$441K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$281K - $299K
|
11.9K
$425K
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
11.2KNew |
$265K - $281K
|
11.2K
$400K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 7.16% |
$240K - $255K
|
152K
$5.43M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
9.9K+ 4.54% |
$233K - $248K
|
228K
$8.13M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
9.62K+ 7.32% |
$227K - $241K
|
141K
$5.03M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.15KNew |
$216K - $229K
|
9.15K
$326K
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
9.03K+ 1.4% |
$213K - $226K
|
656K
$23.4M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.99KNew |
$212K - $225K
|
8.99K
$320K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.8K+ 13.83% |
$208K - $220K
|
72.4K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.49K+ 4.5% |
$200K - $212K
|
197K
$7.03M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8K+ 10.77% |
$189K - $200K
|
82.3K
$2.93M
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.79K+ 7.96% |
$184K - $195K
|
106K
$3.76M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.03K+ 172.05% |
$166K - $176K
|
11.1K
$396K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.6K+ 3.15% |
$156K - $165K
|
216K
$7.72M
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6.45K+ 46.14% |
$152K - $161K
|
20.4K
$728K
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
5.75K+ 7.74% |
$136K - $144K
|
80K
$2.85M
|