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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 43.31% |
$397K - $451K
|
53.4K
$1.91M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 6.81% |
$381K - $433K
|
243K
$8.66M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
15.3K+ 68.91% |
$376K - $426K
|
37.4K
$1.33M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
15.2KNew |
$374K - $424K
|
15.2K
$542K
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15KNew |
$370K - $420K
|
15K
$536K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 3.01% |
$360K - $408K
|
500K
$17.8M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.5KNew |
$356K - $404K
|
14.5K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.6KNew |
$334K - $379K
|
13.6K
$484K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.5KNew |
$332K - $377K
|
13.5K
$481K
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
13.3K+ 30.22% |
$327K - $371K
|
57.3K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$318K - $361K
|
12.9K
$461K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 1.52% |
$316K - $358K
|
858K
$30.6M
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
12.5KNew |
$307K - $348K
|
12.5K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
12.3K+ 1.41% |
$303K - $344K
|
884K
$31.5M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 5.63% |
$302K - $343K
|
230K
$8.21M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 8.4% |
$290K - $329K
|
152K
$5.43M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.9KNew |
$268K - $304K
|
10.9K
$388K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 221.0% |
$261K - $297K
|
15.4K
$550K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4K+ 298.17% |
$256K - $291K
|
13.9K
$497K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.64K+ 4.08% |
$237K - $269K
|
246K
$8.75M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.35KNew |
$230K - $261K
|
9.35K
$333K
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
9.33K+ 38.6% |
$229K - $260K
|
33.5K
$1.19M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9.15KNew |
$225K - $255K
|
9.15K
$326K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
8.67KNew |
$213K - $242K
|
8.67K
$309K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.65K+ 39.23% |
$213K - $242K
|
30.7K
$1.09M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.48K+ 0.95% |
$208K - $237K
|
901K
$32.1M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
8.46KNew |
$208K - $236K
|
8.46K
$302K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.26K+ 40.87% |
$203K - $231K
|
28.5K
$1.01M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.26K+ 40.87% |
$203K - $231K
|
28.5K
$1.01M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.79KNew |
$191K - $217K
|
7.79K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.74K+ 67.02% |
$190K - $216K
|
19.3K
$688K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.65KNew |
$188K - $214K
|
7.65K
$273K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.49KNew |
$184K - $209K
|
7.49K
$267K
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
7.48K+ 8.04% |
$184K - $209K
|
100K
$3.58M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 9.33% |
$167K - $190K
|
79.7K
$2.84M
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.05K+ 1.65% |
$149K - $169K
|
373K
$13.3M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.7K+ 689.72% |
$140K - $159K
|
6.53K
$233K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
5.62K+ 367.98% |
$138K - $157K
|
7.15K
$255K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.62K+ 61.24% |
$138K - $157K
|
14.8K
$527K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.21K+ 6.55% |
$128K - $145K
|
84.8K
$3.02M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.16K+ 31.09% |
$127K - $144K
|
21.8K
$775K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4.95KNew |
$122K - $138K
|
4.95K
$177K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.35K+ 4.72% |
$107K - $122K
|
96.5K
$3.44M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.13K+ 0.5% |
$102K - $115K
|
835K
$29.8M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.88KNew |
$95.4K - $108K
|
3.88K
$138K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.88KNew |
$95.4K - $108K
|
3.88K
$138K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.76K+ 9.57% |
$92.3K - $105K
|
43K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.29K+ 0.28% |
$81K - $92K
|
1.17M
$41.6M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.87K+ 17.74% |
$70.5K - $80K
|
19K
$678K
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 11.91% |
$68.1K - $77.4K
|
26K
$928K
|