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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.15K- 13.26% |
$28.3K - $32.1K
|
7.52K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.19K- 3.63% |
$29.4K - $33.3K
|
31.7K
$1.13M
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.21K- 2.22% |
$29.7K - $33.8K
|
53.3K
$1.91M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 3.39% |
$34.4K - $39K
|
39.8K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.45K- 1.99% |
$35.7K - $40.5K
|
71.4K
$2.56M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.49K- 10.94% |
$36.6K - $41.6K
|
12.1K
$434K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 10.44% |
$36.9K - $41.9K
|
12.9K
$461K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.58K- 12.32% |
$38.8K - $44.1K
|
11.2K
$403K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.71K- 6.03% |
$42.1K - $47.9K
|
26.7K
$956K
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.12K- 9.96% |
$52.1K - $59.2K
|
19.2K
$686K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.23K- 0.79% |
$54.8K - $62.3K
|
281K
$10.1M
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-2.48K- 6.95% |
$60.9K - $69.1K
|
33.1K
$1.19M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.5K- 12.69% |
$61.5K - $69.8K
|
17.2K
$616K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 16.08% |
$67.5K - $76.6K
|
14.3K
$513K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 10.84% |
$68.2K - $77.4K
|
22.8K
$816K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.81K- 24.18% |
$69.1K - $78.5K
|
8.82K
$316K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.98K- 9.06% |
$73.2K - $83.1K
|
29.9K
$1.07M
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 32.38% |
$74.8K - $84.9K
|
6.35K
$227K
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 32.38% |
$74.8K - $84.9K
|
6.35K
$227K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.08K- 6.43% |
$75.8K - $86.1K
|
44.9K
$1.61M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.22K- 1.61% |
$79.3K - $90K
|
197K
$7.05M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.41K- 7.86% |
$83.9K - $95.3K
|
40K
$1.43M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-3.57K- 1.54% |
$87.9K - $99.8K
|
228K
$8.17M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.74K- 17.45% |
$92K - $105K
|
17.7K
$634K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 11.65% |
$97K - $110K
|
29.9K
$1.07M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.96K- 18.2% |
$97.3K - $110K
|
17.8K
$636K
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-4.15K- 12.21% |
$102K - $116K
|
29.8K
$1.07M
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 21.22% |
$106K - $120K
|
15.9K
$571K
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-5.6K- 1.73% |
$138K - $156K
|
317K
$11.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.79K- 17.94% |
$142K - $162K
|
26.5K
$948K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.03K- 6.02% |
$148K - $168K
|
94.1K
$3.37M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.4K- 1.16% |
$157K - $179K
|
544K
$19.5M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-6.53K- 4.37% |
$161K - $182K
|
143K
$5.12M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.61K- 23.88% |
$163K - $185K
|
21.1K
$754K
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.72K- 46.77% |
$165K - $188K
|
7.65K
$274K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.11K- 19.88% |
$175K - $198K
|
28.6K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.36K- 27.49% |
$181K - $206K
|
19.4K
$695K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.48K- 1.79% |
$184K - $209K
|
410K
$14.7M
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-8.08K- 5.13% |
$199K - $226K
|
149K
$5.35M
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.23K- 3.1% |
$202K - $230K
|
257K
$9.2M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.02K- 51.07% |
$222K - $252K
|
8.64K
$309K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.74K- 2.86% |
$240K - $272K
|
331K
$11.8M
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.4K- 19.43% |
$255K - $289K
|
43K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.8K- 39.07% |
$389K - $442K
|
24.7K
$884K
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-17.1K- 10.92% |
$420K - $477K
|
139K
$4.99M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.3K- 10.61% |
$426K - $484K
|
146K
$5.23M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-19K- 97.93% |
$466K - $529K
|
400
$14.3K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26.4K- 8.77% |
$649K - $737K
|
274K
$9.83M
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-27.9K- 14.38% |
$687K - $780K
|
166K
$5.96M
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-29K- 50.0% |
$712K - $808K
|
29K
$1.04M
|