Purchases and Sales Made in Q3 2022 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 2022. 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 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
499K+ 244.54% |
$12.4M - $14.5M
|
703K
$25M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
340K+ 12.57% |
$8.45M - $9.85M
|
3.04M
$108M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
326KNew |
$8.1M - $9.44M
|
326K
$11.6M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
325K+ 568.28% |
$8.09M - $9.43M
|
382K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
301K+ 2.07% |
$7.5M - $8.74M
|
14.9M
$531M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
253K+ 4.98% |
$6.29M - $7.33M
|
5.33M
$190M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
231K+ 4.68% |
$5.74M - $6.69M
|
5.16M
$184M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
178K+ 305.14% |
$4.42M - $5.15M
|
236K
$8.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
161K+ 34322.13% |
$4.01M - $4.68M
|
162K
$5.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 11.02% |
$3.77M - $4.39M
|
1.53M
$54.3M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
129K+ 126.8% |
$3.2M - $3.73M
|
230K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
72.9KNew |
$1.81M - $2.11M
|
72.9K
$2.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
72.4K+ 85.12% |
$1.8M - $2.1M
|
157K
$5.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
65.2K+ 11.92% |
$1.62M - $1.89M
|
612K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.1KNew |
$1.5M - $1.74M
|
60.1K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
56.6K+ 3.32% |
$1.41M - $1.64M
|
1.76M
$62.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56.3KNew |
$1.4M - $1.63M
|
56.3K
$2.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
53.3KNew |
$1.33M - $1.55M
|
53.3K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.7K+ 25.46% |
$1.29M - $1.5M
|
255K
$9.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.3KNew |
$1.28M - $1.49M
|
51.3K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
48K+ 42.33% |
$1.19M - $1.39M
|
161K
$5.74M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
44KNew |
$1.09M - $1.28M
|
44K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.5KNew |
$1.01M - $1.17M
|
40.5K
$1.44M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.7KNew |
$913K - $1.06M
|
36.7K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
36.5K+ 4.37% |
$908K - $1.06M
|
872K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.1K+ 13.19% |
$898K - $1.05M
|
310K
$11M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
35KNew |
$871K - $1.02M
|
35K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
33.6K+ 52.2% |
$836K - $974K
|
98K
$3.49M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32.4KNew |
$805K - $938K
|
32.4K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31.8K+ 3.69% |
$791K - $922K
|
893K
$31.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
30K+ 107.16% |
$745K - $869K
|
57.9K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.5K+ 99.26% |
$584K - $681K
|
47.1K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.3K+ 1.15% |
$555K - $647K
|
1.96M
$69.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
20.6K+ 182.25% |
$514K - $599K
|
32K
$1.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
18.5KNew |
$461K - $538K
|
18.5K
$661K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18K+ 10.19% |
$447K - $521K
|
194K
$6.92M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
17.2KNew |
$429K - $500K
|
17.2K
$614K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15K+ 340.38% |
$372K - $434K
|
19.4K
$690K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
14.3K+ 12.15% |
$355K - $414K
|
132K
$4.7M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.1K+ 3.12% |
$351K - $410K
|
467K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.8KNew |
$343K - $400K
|
13.8K
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13.8KNew |
$343K - $400K
|
13.8K
$491K
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
12.9K+ 16.11% |
$321K - $374K
|
93K
$3.31M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 5.48% |
$319K - $372K
|
247K
$8.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.6K+ 11.29% |
$289K - $337K
|
115K
$4.08M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11.5K+ 8.43% |
$286K - $334K
|
148K
$5.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.5KNew |
$285K - $333K
|
11.5K
$409K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
10.8KNew |
$270K - $315K
|
10.8K
$386K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
10.6K+ 4.46% |
$263K - $307K
|
248K
$8.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.65KNew |
$240K - $280K
|
9.65K
$344K
|