Purchases and Sales Made in Q4 2021 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 3.42% |
$363K - $389K
|
462K
$16.5M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.2K+ 29.3% |
$360K - $386K
|
66.9K
$2.4M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.5K+ 71.82% |
$320K - $344K
|
32.3K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.4KNew |
$319K - $342K
|
13.4K
$481K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$319K - $342K
|
13.4K
$481K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13.1K+ 2.89% |
$311K - $334K
|
468K
$16.8M
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.2KNew |
$289K - $310K
|
12.2K
$436K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$279K - $299K
|
11.8K
$421K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
11.7KNew |
$277K - $297K
|
11.7K
$418K
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11.6K+ 1.42% |
$275K - $295K
|
831K
$29.8M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 7.57% |
$246K - $264K
|
147K
$5.28M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$242K - $260K
|
10.2K
$366K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.85K+ 18.1% |
$234K - $251K
|
64.3K
$2.3M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.73KNew |
$231K - $248K
|
9.73K
$349K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.55K+ 106100.0% |
$227K - $243K
|
9.56K
$342K
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
9.37KNew |
$222K - $238K
|
9.37K
$335K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.96K+ 43.1% |
$189K - $202K
|
26.4K
$946K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.42K+ 10.25% |
$176K - $189K
|
79.8K
$2.86M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7.1K+ 14.76% |
$169K - $181K
|
55.2K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7K+ 1.86% |
$166K - $178K
|
383K
$13.7M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.67K+ 7.98% |
$158K - $170K
|
90.3K
$3.23M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
6.5K+ 0.59% |
$154K - $166K
|
1.11M
$39.9M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 7.93% |
$154K - $165K
|
88.1K
$3.15M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
5.48K+ 5.39% |
$130K - $139K
|
107K
$3.84M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.23KNew |
$124K - $133K
|
5.23K
$187K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 1.9% |
$115K - $123K
|
261K
$9.34M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.57KNew |
$108K - $116K
|
4.57K
$164K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
4.31K+ 3.05% |
$102K - $110K
|
145K
$5.21M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1K+ 45.59% |
$97.3K - $104K
|
13.1K
$469K
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.98K+ 3.88% |
$94.5K - $101K
|
107K
$3.81M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 1.43% |
$82K - $88K
|
246K
$8.81M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.27K+ 1.68% |
$77.7K - $83.3K
|
199K
$7.11M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.03K+ 1.4% |
$71.9K - $77.1K
|
220K
$7.86M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.01K+ 0.95% |
$71.4K - $76.5K
|
319K
$11.4M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.63K+ 2.76% |
$62.5K - $67K
|
98.1K
$3.51M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.61K+ 32.36% |
$62K - $66.5K
|
10.7K
$383K
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.6K+ 18.99% |
$61.8K - $66.3K
|
16.3K
$584K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 1.68% |
$60.8K - $65.2K
|
155K
$5.55M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.52KNew |
$59.9K - $64.2K
|
2.52K
$90.3K
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
2.46K+ 1.08% |
$58.4K - $62.6K
|
230K
$8.25M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.31KNew |
$54.7K - $58.7K
|
2.31K
$82.6K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.16KNew |
$51.2K - $54.9K
|
2.16K
$77.3K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.12K+ 15.73% |
$50.2K - $53.9K
|
15.6K
$557K
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.92K+ 2.21% |
$45.7K - $49K
|
89.1K
$3.19M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.86K+ 16.56% |
$44.2K - $47.3K
|
13.1K
$469K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.85K+ 4.35% |
$43.8K - $47K
|
44.3K
$1.59M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.76K+ 16.67% |
$41.8K - $44.8K
|
12.3K
$441K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 46.64% |
$41.4K - $44.3K
|
5.48K
$196K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.69K+ 0.13% |
$40.1K - $43K
|
1.33M
$47.7M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.58KNew |
$37.4K - $40.1K
|
1.58K
$56.4K
|