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 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.55K+ 5.34% |
$238K - $277K
|
188K
$6.74M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.09KNew |
$226K - $264K
|
9.09K
$325K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.03K+ 42.63% |
$225K - $262K
|
30.2K
$1.08M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.8KNew |
$219K - $255K
|
8.8K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.77K+ 4.13% |
$218K - $254K
|
221K
$7.93M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.64KNew |
$215K - $251K
|
8.64K
$309K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 18.4% |
$208K - $242K
|
53.7K
$1.92M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.24KNew |
$205K - $239K
|
8.24K
$295K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.23K+ 42.3% |
$205K - $239K
|
27.7K
$991K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.27K+ 27.33% |
$181K - $211K
|
33.9K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.05K+ 53.62% |
$176K - $205K
|
20.2K
$724K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.05K+ 53.62% |
$176K - $205K
|
20.2K
$724K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.12K+ 8.38% |
$152K - $177K
|
79.1K
$2.83M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.55KNew |
$138K - $161K
|
5.55K
$199K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32K+ 1.11% |
$132K - $154K
|
485K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.02K+ 58.5% |
$125K - $146K
|
13.6K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.81KNew |
$120K - $139K
|
4.81K
$172K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.55K+ 5.28% |
$113K - $132K
|
90.6K
$3.24M
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.51K+ 9.18% |
$112K - $131K
|
53.7K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 37.08% |
$109K - $127K
|
16.2K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.35K+ 1.47% |
$108K - $126K
|
301K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.18K+ 1.01% |
$104K - $121K
|
417K
$14.9M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.96K+ 0.19% |
$98.6K - $115K
|
2.14M
$76.8M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.94K+ 21.63% |
$98.1K - $114K
|
22.2K
$794K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 3.69% |
$81.5K - $95K
|
92.1K
$3.3M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
3.14K+ 33.24% |
$78.2K - $91.2K
|
12.6K
$451K
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 48.87% |
$76.7K - $89.4K
|
9.39K
$336K
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 14.52% |
$73.4K - $85.5K
|
23.3K
$833K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
2.43K+ 1.06% |
$60.6K - $70.6K
|
232K
$8.3M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.13K+ 1.71% |
$52.9K - $61.7K
|
127K
$4.54M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2K+ 94.12% |
$49.8K - $58K
|
4.13K
$148K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 200.0% |
$49.8K - $58K
|
3K
$107K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.55K+ 0.48% |
$38.4K - $44.8K
|
323K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.51K+ 15.08% |
$37.6K - $43.9K
|
11.5K
$414K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.46K+ 4.51% |
$36.4K - $42.4K
|
33.9K
$1.22M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 4.85% |
$36K - $41.9K
|
31.2K
$1.12M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.3K+ 16.52% |
$32.3K - $37.7K
|
9.17K
$328K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 4.06% |
$31.3K - $36.5K
|
32.3K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 2.61% |
$30.3K - $35.3K
|
48K
$1.72M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.07K+ 2.08% |
$26.7K - $31.1K
|
52.7K
$1.89M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
987+ 133.74% |
$24.6K - $28.6K
|
1.73K
$61.8K
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
900+ 0.58% |
$22.4K - $26.1K
|
157K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
788New |
$19.6K - $22.9K
|
788
$28.2K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
753+ 1.77% |
$18.7K - $21.8K
|
43.4K
$1.55M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
740+ 2.3% |
$18.4K - $21.5K
|
32.9K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
557+ 3.22% |
$13.9K - $16.2K
|
17.8K
$639K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
556New |
$13.8K - $16.1K
|
556
$19.9K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
468+ 19.54% |
$11.6K - $13.6K
|
2.86K
$103K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
466+ 0.59% |
$11.6K - $13.5K
|
79.6K
$2.85M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
462+ 2.14% |
$11.5K - $13.4K
|
22.1K
$790K
|