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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.37K- 50.59% |
$103K - $109K
|
4.27K
$153K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.39K- 12.8% |
$103K - $110K
|
29.9K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.72K- 4.57% |
$111K - $118K
|
98.8K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.19K- 23.59% |
$122K - $130K
|
16.8K
$602K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.66K- 14.69% |
$133K - $142K
|
32.8K
$1.18M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-5.79K- 10.75% |
$137K - $145K
|
48.1K
$1.72M
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.86K- 8.56% |
$138K - $147K
|
62.6K
$2.24M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 8.06% |
$145K - $154K
|
69.9K
$2.5M
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.54K- 0.91% |
$178K - $189K
|
819K
$29.3M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.29KClosed |
$196K - $208K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-8.29KClosed |
$196K - $208K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-8.4K- 6.13% |
$198K - $210K
|
129K
$4.6M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.48K- 31.47% |
$200K - $212K
|
18.5K
$661K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.55K- 17.46% |
$202K - $214K
|
40.4K
$1.45M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.24KClosed |
$218K - $231K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2KClosed |
$288K - $306K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.5K- 24.65% |
$295K - $313K
|
38.2K
$1.37M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 58.15% |
$298K - $316K
|
9.1K
$326K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-13.8K- 1.1% |
$325K - $345K
|
1.24M
$44.3M
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-15.2K- 8.74% |
$359K - $381K
|
159K
$5.69M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.4K- 25.44% |
$364K - $386K
|
45.2K
$1.62M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.7KClosed |
$371K - $394K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 34.86% |
$414K - $440K
|
32.8K
$1.18M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-17.8K- 3.77% |
$420K - $446K
|
455K
$16.3M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.3K- 32.98% |
$455K - $483K
|
39.2K
$1.4M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20.7K- 23.67% |
$489K - $519K
|
66.8K
$2.39M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-22.2K- 10.79% |
$523K - $555K
|
183K
$6.56M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30K- 74.62% |
$708K - $751K
|
10.2K
$365K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-31.5K- 37.64% |
$744K - $789K
|
52.2K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31.8K- 28.32% |
$749K - $795K
|
80.4K
$2.88M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-32K- 27.67% |
$756K - $802K
|
83.8K
$3M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-32.3K- 6.74% |
$761K - $808K
|
447K
$16M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-34.7KClosed |
$819K - $869K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-39.2KClosed |
$924K - $980K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-39.4K- 23.89% |
$929K - $986K
|
125K
$4.49M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-40.6K- 3.09% |
$957K - $1.02M
|
1.27M
$45.6M
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-42K- 22.01% |
$992K - $1.05M
|
149K
$5.34M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.1KClosed |
$1.25M - $1.33M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-59.9KClosed |
$1.41M - $1.5M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-62K- 38.43% |
$1.46M - $1.55M
|
99.3K
$3.55M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-72.3K- 80.49% |
$1.71M - $1.81M
|
17.5K
$627K
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-80.3K- 53.07% |
$1.89M - $2.01M
|
71K
$2.54M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.7K- 3.48% |
$2.21M - $2.35M
|
2.6M
$93M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-106K- 7.15% |
$2.5M - $2.66M
|
1.38M
$49.3M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-111K- 57.79% |
$2.63M - $2.79M
|
81.3K
$2.91M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-119K- 98.73% |
$2.81M - $2.99M
|
1.53K
$54.8K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-135K- 90.5% |
$3.18M - $3.38M
|
14.2K
$507K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-172K- 32.21% |
$4.05M - $4.3M
|
362K
$12.9M
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-227K- 84.28% |
$5.36M - $5.69M
|
42.4K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-304K- 8.37% |
$7.17M - $7.61M
|
3.33M
$119M
|