Purchases and Sales Made in Q3 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17.4K- 66.27% |
$461K - $490K
|
8.87K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.2K- 9.29% |
$534K - $568K
|
197K
$7.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.9K- 0.51% |
$551K - $587K
|
4.04M
$144M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 26.32% |
$572K - $610K
|
60.7K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-23K- 49.28% |
$609K - $648K
|
23.7K
$845K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.5K- 1.34% |
$648K - $690K
|
1.81M
$64.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.5K- 14.27% |
$648K - $690K
|
147K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 36.38% |
$652K - $695K
|
43.2K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-26.3K- 8.61% |
$696K - $741K
|
280K
$9.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-27.4K- 2.38% |
$724K - $771K
|
1.12M
$40.1M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-33.3K- 13.59% |
$880K - $937K
|
212K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.5K- 1.9% |
$912K - $971K
|
1.78M
$63.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-39.1K- 6.95% |
$1.03M - $1.1M
|
524K
$18.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-41K- 60.66% |
$1.08M - $1.15M
|
26.6K
$948K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47K- 35.91% |
$1.24M - $1.32M
|
83.9K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-48.3K- 1.29% |
$1.28M - $1.36M
|
3.69M
$131M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-50.9K- 50.6% |
$1.34M - $1.43M
|
49.7K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-51.9K- 2.75% |
$1.37M - $1.46M
|
1.83M
$65.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-60.8K- 7.21% |
$1.61M - $1.71M
|
783K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-63.4K- 5.68% |
$1.68M - $1.79M
|
1.05M
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.2K- 66.17% |
$1.91M - $2.03M
|
36.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.5K- 4.14% |
$2.42M - $2.57M
|
2.12M
$75.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.2K- 4.45% |
$2.59M - $2.76M
|
2.11M
$75.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101K- 0.62% |
$2.68M - $2.85M
|
16.3M
$583M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-135K- 49.17% |
$3.56M - $3.8M
|
139K
$4.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-144K- 40.32% |
$3.81M - $4.06M
|
214K
$7.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-217K- 40.15% |
$5.73M - $6.1M
|
323K
$11.5M
|