Purchases and Sales Made in Q4 2022 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
605K+ 4.06% |
$14.9M - $16.9M
|
15.5M
$553M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
290K+ 5.63% |
$7.14M - $8.1M
|
5.45M
$194M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
274K+ 15.57% |
$6.74M - $7.65M
|
2.03M
$72.5M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
259K+ 2796.64% |
$6.37M - $7.23M
|
268K
$9.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 14.63% |
$5.49M - $6.23M
|
1.75M
$62.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 7.8% |
$4.29M - $4.87M
|
2.41M
$85.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
150KNew |
$3.68M - $4.18M
|
150K
$5.34M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
133K+ 4.38% |
$3.27M - $3.72M
|
3.17M
$113M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130KNew |
$3.2M - $3.63M
|
130K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
105KNew |
$2.58M - $2.93M
|
105K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.5K+ 47.67% |
$2.42M - $2.75M
|
305K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
98.3KNew |
$2.42M - $2.75M
|
98.3K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.8K+ 1.78% |
$2.33M - $2.65M
|
5.43M
$193M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
78.2KNew |
$1.92M - $2.18M
|
78.2K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.7K+ 678.06% |
$1.81M - $2.06M
|
84.6K
$3.01M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
73.1K+ 18.39% |
$1.8M - $2.04M
|
470K
$16.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
72.2KNew |
$1.77M - $2.02M
|
72.2K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.6KNew |
$1.76M - $2M
|
71.6K
$2.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
63.2KNew |
$1.55M - $1.76M
|
63.2K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
61.7KNew |
$1.52M - $1.72M
|
61.7K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
58.9KNew |
$1.45M - $1.65M
|
58.9K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.7K+ 10.55% |
$1.44M - $1.64M
|
615K
$21.9M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
53.4K+ 403.68% |
$1.31M - $1.49M
|
66.6K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
52.6K+ 119.62% |
$1.29M - $1.47M
|
96.7K
$3.45M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
45.7K+ 13.27% |
$1.12M - $1.27M
|
390K
$13.9M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
42.7KNew |
$1.05M - $1.19M
|
42.7K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
42.4K+ 9.09% |
$1.04M - $1.18M
|
509K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.9K+ 69.58% |
$1.03M - $1.17M
|
102K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.6K+ 12.92% |
$975K - $1.11M
|
347K
$12.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 8.68% |
$895K - $1.02M
|
456K
$16.3M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
36KNew |
$885K - $1.01M
|
36K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
34.6K+ 32.19% |
$850K - $965K
|
142K
$5.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29.9KNew |
$735K - $835K
|
29.9K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29.7K+ 92.98% |
$731K - $830K
|
61.7K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.6K+ 11.15% |
$631K - $716K
|
256K
$9.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25K+ 208.24% |
$615K - $698K
|
37K
$1.32M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8K+ 3.52% |
$609K - $692K
|
728K
$25.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.2K+ 356.21% |
$545K - $619K
|
28.4K
$1.01M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.1K+ 35.3% |
$544K - $617K
|
84.8K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 8.67% |
$543K - $617K
|
277K
$9.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.6KNew |
$532K - $604K
|
21.6K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
21.1KNew |
$518K - $588K
|
21.1K
$751K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 16.53% |
$518K - $588K
|
148K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 48.54% |
$509K - $577K
|
63.3K
$2.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$478K - $543K
|
19.5K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.3K+ 38.72% |
$449K - $510K
|
65.4K
$2.33M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17.1K+ 22.89% |
$422K - $479K
|
92.1K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16.8K+ 14.69% |
$414K - $470K
|
131K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
16.8K+ 6.78% |
$413K - $469K
|
265K
$9.44M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
16.7KNew |
$412K - $468K
|
16.7K
$597K
|