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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$63.5K - $72.1K
|
2.58K
$92.1K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.4KNew |
$59K - $67K
|
2.4K
$85.6K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.23K+ 0.19% |
$54.8K - $62.2K
|
1.17M
$41.7M
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
2.2K+ 6871.88% |
$54.1K - $61.4K
|
2.23K
$79.5K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.16K+ 3.6% |
$53K - $60.2K
|
62K
$2.21M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$39.4K - $44.7K
|
1.6K
$57.1K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.52K+ 1.15% |
$37.3K - $42.4K
|
133K
$4.75M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.25K+ 22.58% |
$30.8K - $35K
|
6.81K
$243K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 0.5% |
$30.6K - $34.7K
|
248K
$8.84M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 2.38% |
$30K - $34.1K
|
52.5K
$1.87M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.14K+ 2.8% |
$28K - $31.8K
|
41.8K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 35.8% |
$26.4K - $30K
|
4.07K
$145K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 1.18% |
$26.3K - $29.9K
|
91.7K
$3.27M
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.18% |
$26K - $29.5K
|
49.6K
$1.77M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.02K+ 2.99% |
$25.2K - $28.6K
|
35.3K
$1.26M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.62% |
$24.6K - $27.9K
|
22.6K
$807K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
600+ 3.23% |
$14.8K - $16.8K
|
19.1K
$683K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
527+ 5.99% |
$13K - $14.7K
|
9.33K
$333K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
518+ 3.06% |
$12.7K - $14.5K
|
17.4K
$622K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
510+ 0.52% |
$12.5K - $14.2K
|
98.5K
$3.51M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
452New |
$11.1K - $12.6K
|
452
$16.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$11.1K - $12.6K
|
450
$16K
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
439+ 1.69% |
$10.8K - $12.3K
|
26.4K
$940K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
420New |
$10.3K - $11.7K
|
420
$15K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
415+ 60.32% |
$10.2K - $11.6K
|
1.1K
$39.3K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
374+ 0.32% |
$9.2K - $10.4K
|
118K
$4.2M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
360+ 3.96% |
$8.85K - $10.1K
|
9.45K
$337K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 6.46% |
$8.61K - $9.77K
|
5.77K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
309+ 46.12% |
$7.6K - $8.63K
|
979
$34.9K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
306New |
$7.52K - $8.54K
|
306
$10.9K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
253New |
$6.22K - $7.06K
|
253
$9.02K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205+ 4.97% |
$5.04K - $5.72K
|
4.33K
$154K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
195+ 1.76% |
$4.8K - $5.44K
|
11.3K
$402K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
179+ 0.47% |
$4.4K - $5K
|
38.4K
$1.37M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
137+ 7.94% |
$3.37K - $3.83K
|
1.86K
$66.4K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
137+ 0.44% |
$3.37K - $3.83K
|
31.6K
$1.13M
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
136+ 0.78% |
$3.34K - $3.8K
|
17.5K
$623K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
136+ 1.61% |
$3.34K - $3.8K
|
8.58K
$306K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
124+ 0.83% |
$3.05K - $3.46K
|
15K
$536K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
110New |
$2.7K - $3.07K
|
110
$3.92K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
108+ 0.65% |
$2.66K - $3.02K
|
16.8K
$600K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 0.63% |
$2.48K - $2.82K
|
16.1K
$573K
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
86+ 0.78% |
$2.11K - $2.4K
|
11.1K
$395K
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
82+ 0.87% |
$2.02K - $2.29K
|
9.52K
$339K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
79+ 0.61% |
$1.94K - $2.21K
|
13.1K
$466K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
70New |
$1.72K - $1.95K
|
70
$2.5K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 0.69% |
$1.5K - $1.7K
|
8.86K
$316K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.48K - $1.68K
|
60
$2.14K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
50+ 0.41% |
$1.23K - $1.4K
|
12.2K
$435K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 1.08% |
$1.18K - $1.34K
|
4.51K
$161K
|