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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.14% |
$559 - $616
|
16.1K
$575K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
18+ 0.04% |
$457 - $504
|
48.2K
$1.72M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 0.33% |
$457 - $504
|
5.45K
$194K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16+ 0.2% |
$406 - $448
|
7.91K
$282K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.14% |
$127 - $140
|
3.64K
$130K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$76.2 - $83.9
|
14.8K
$529K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.72% |
$50.8 - $56
|
280
$9.98K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 3.03% |
$25.4 - $28
|
34
$1.21K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1New |
$25.4 - $28
|
1
$35.7
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$25.4 - $28
|
203
$7.24K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 0.09% |
$102 - $112
|
4.42K
$158K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.31% |
$889 - $979
|
11.4K
$405K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 4.24% |
$1.02K - $1.12K
|
903
$32.2K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-63- 0.74% |
$1.6K - $1.76K
|
8.46K
$301K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-84- 0.42% |
$2.13K - $2.35K
|
19.8K
$707K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-103- 1.31% |
$2.62K - $2.88K
|
7.74K
$276K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-121- 0.51% |
$3.07K - $3.39K
|
23.7K
$844K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-128- 0.7% |
$3.25K - $3.58K
|
18.1K
$646K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-151- 0.51% |
$3.83K - $4.22K
|
29.4K
$1.05M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 9.39% |
$3.94K - $4.34K
|
1.5K
$53.3K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-163- 0.86% |
$4.14K - $4.56K
|
18.9K
$672K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-193- 1.18% |
$4.9K - $5.4K
|
16.2K
$578K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-196- 1.85% |
$4.98K - $5.48K
|
10.4K
$370K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-199- 0.97% |
$5.05K - $5.57K
|
20.3K
$724K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-284- 0.21% |
$7.21K - $7.95K
|
137K
$4.89M
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-330- 4.22% |
$8.38K - $9.23K
|
7.49K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-363- 0.23% |
$9.22K - $10.2K
|
158K
$5.62M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-389- 1.46% |
$9.88K - $10.9K
|
26.2K
$935K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-407- 0.19% |
$10.3K - $11.4K
|
218K
$7.78M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-428- 2.49% |
$10.9K - $12K
|
16.7K
$597K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-465- 0.53% |
$11.8K - $13K
|
87K
$3.1M
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-557- 1.68% |
$14.1K - $15.6K
|
32.6K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-606- 5.53% |
$15.4K - $17K
|
10.4K
$369K
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-611- 1.29% |
$15.5K - $17.1K
|
46.9K
$1.67M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-632- 4.67% |
$16K - $17.7K
|
12.9K
$460K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-644- 36.88% |
$16.4K - $18K
|
1.1K
$39.3K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-716- 23.06% |
$18.2K - $20K
|
2.39K
$85.2K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-800- 33.33% |
$20.3K - $22.4K
|
1.6K
$57K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-802- 3.97% |
$20.4K - $22.4K
|
19.4K
$692K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-830- 0.54% |
$21.1K - $23.2K
|
154K
$5.47M
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-871- 3.67% |
$22.1K - $24.4K
|
22.8K
$814K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-887- 3.25% |
$22.5K - $24.8K
|
26.4K
$942K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-893- 37.95% |
$22.7K - $25K
|
1.46K
$52K
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-937- 1.54% |
$23.8K - $26.2K
|
59.7K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-952- 8.09% |
$24.2K - $26.6K
|
10.8K
$385K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-980- 5.11% |
$24.9K - $27.4K
|
18.2K
$649K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 25.0% |
$25.4K - $28K
|
3K
$107K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.22K- 0.6% |
$30.9K - $34.1K
|
201K
$7.16M
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.24K- 6.87% |
$31.5K - $34.7K
|
16.8K
$599K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.42K- 4.41% |
$36.1K - $39.8K
|
30.9K
$1.1M
|