Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 2023. 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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.28K+ 3739.34% |
$57.9K - $63.8K
|
2.34K
$83.5K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.14K+ 3.72% |
$54.3K - $59.8K
|
59.5K
$2.12M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.06K+ 1.47% |
$52.4K - $57.8K
|
143K
$5.09M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.99K+ 2.41% |
$50.4K - $55.5K
|
84.3K
$3M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.79K+ 1.59% |
$45.5K - $50.1K
|
115K
$4.09M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75KNew |
$44.5K - $49K
|
1.75K
$62.5K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7KNew |
$43K - $47.4K
|
1.7K
$60.4K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 21.64% |
$42K - $46.3K
|
9.29K
$331K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 2.71% |
$37.4K - $41.2K
|
55.9K
$1.99M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.42K+ 4.02% |
$36K - $39.7K
|
36.7K
$1.31M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.42KNew |
$36K - $39.6K
|
1.42K
$50.5K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.4K+ 1.07% |
$35.5K - $39.2K
|
132K
$4.72M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.3K+ 3.44% |
$33K - $36.4K
|
39.1K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.13K+ 29.04% |
$28.6K - $31.5K
|
5K
$178K
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 0.9% |
$26.9K - $29.7K
|
119K
$4.25M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$25.4K - $28K
|
1K
$35.7K
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
806+ 1.0% |
$20.5K - $22.6K
|
81.4K
$2.9M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
736New |
$18.7K - $20.6K
|
736
$26.2K
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
690+ 2.53% |
$17.5K - $19.3K
|
27.9K
$995K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
684+ 2.3% |
$17.4K - $19.1K
|
30.4K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
675+ 2.34% |
$17.1K - $18.9K
|
29.5K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
600+ 3.15% |
$15.2K - $16.8K
|
19.6K
$700K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462+ 30.52% |
$11.7K - $12.9K
|
1.98K
$70.4K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
445+ 1.58% |
$11.3K - $12.5K
|
28.6K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
400New |
$10.2K - $11.2K
|
400
$14.3K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
371+ 2.39% |
$9.42K - $10.4K
|
15.9K
$566K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
351+ 0.41% |
$8.91K - $9.82K
|
85.7K
$3.05M
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
331+ 1.28% |
$8.4K - $9.26K
|
26.2K
$935K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 5.18% |
$7.57K - $8.34K
|
6.05K
$216K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
256+ 1.7% |
$6.5K - $7.16K
|
15.3K
$546K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
244New |
$6.2K - $6.83K
|
244
$8.7K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
242+ 0.09% |
$6.14K - $6.77K
|
280K
$9.98M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
228+ 0.68% |
$5.79K - $6.38K
|
33.6K
$1.2M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
223+ 0.87% |
$5.66K - $6.24K
|
25.9K
$922K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
217+ 2.45% |
$5.51K - $6.07K
|
9.09K
$324K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
209+ 0.5% |
$5.31K - $5.85K
|
41.6K
$1.48M
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
194+ 5.14% |
$4.93K - $5.43K
|
3.97K
$141K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
159New |
$4.04K - $4.45K
|
159
$5.67K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
126+ 0.62% |
$3.2K - $3.53K
|
20.4K
$727K
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
123+ 1.09% |
$3.12K - $3.44K
|
11.4K
$408K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
104New |
$2.64K - $2.91K
|
104
$3.71K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
101+ 0.87% |
$2.56K - $2.83K
|
11.7K
$419K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82+ 1.02% |
$2.08K - $2.29K
|
8.16K
$291K
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82+ 1.08% |
$2.08K - $2.29K
|
7.69K
$274K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
82+ 0.03% |
$2.08K - $2.29K
|
256K
$9.11M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
79New |
$2.01K - $2.21K
|
79
$2.82K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
70+ 0.41% |
$1.78K - $1.96K
|
16.9K
$604K
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
62+ 0.26% |
$1.57K - $1.73K
|
24.1K
$861K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
31New |
$787 - $867
|
31
$1.11K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29New |
$736 - $811
|
29
$1.03K
|