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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 4.79% |
$36.6K - $40.3K
|
28.6K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.5K- 6.3% |
$38.1K - $42K
|
22.3K
$795K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.61K- 6.47% |
$41K - $45.2K
|
23.3K
$832K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.62K- 12.81% |
$41K - $45.2K
|
11K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.65K- 7.57% |
$41.8K - $46K
|
20.1K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.82K- 68.64% |
$46.2K - $50.9K
|
831
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.97K- 20.23% |
$50K - $55.1K
|
7.77K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.98K- 6.16% |
$50.2K - $55.3K
|
30.1K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2K- 71.85% |
$50.9K - $56.1K
|
785
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.06K- 8.72% |
$52.4K - $57.7K
|
21.6K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.08K- 18.25% |
$52.7K - $58.1K
|
9.3K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.13K- 21.62% |
$54.1K - $59.6K
|
7.73K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.2K- 19.04% |
$55.8K - $61.5K
|
9.35K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.44K- 3.45% |
$62K - $68.3K
|
68.3K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-2.52K- 7.51% |
$63.9K - $70.4K
|
31K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.66K- 19.84% |
$67.6K - $74.5K
|
10.8K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 84.6% |
$69.3K - $76.4K
|
497
$17.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.74K- 3.54% |
$69.5K - $76.6K
|
74.7K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.82K- 15.77% |
$71.6K - $78.9K
|
15.1K
$537K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.94K- 9.22% |
$74.5K - $82.1K
|
28.9K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.94K- 5.87% |
$74.5K - $82.1K
|
47.1K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.96K- 1.65% |
$75.2K - $82.9K
|
176K
$6.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05K- 24.49% |
$77.5K - $85.4K
|
9.41K
$336K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.11K- 1.26% |
$78.9K - $87K
|
243K
$8.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-3.2K- 3.75% |
$81.2K - $89.5K
|
82.1K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.26K- 10.92% |
$82.8K - $91.2K
|
26.6K
$948K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.37K- 11.48% |
$85.5K - $94.2K
|
26K
$926K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.5K- 8.8% |
$88.9K - $98K
|
36.3K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.61K- 5.61% |
$91.6K - $101K
|
60.7K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.65K- 22.04% |
$92.6K - $102K
|
12.9K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4K- 38.58% |
$102K - $112K
|
6.37K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.44K- 24.08% |
$113K - $124K
|
14K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.9K- 18.45% |
$124K - $137K
|
21.7K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.97K- 6.89% |
$126K - $139K
|
67.3K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 2.33% |
$129K - $142K
|
213K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.14K- 26.49% |
$131K - $144K
|
14.3K
$509K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.66K- 4.58% |
$144K - $158K
|
118K
$4.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.7K- 8.3% |
$145K - $159K
|
63K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.83K- 14.53% |
$148K - $163K
|
34.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.99K- 0.77% |
$152K - $168K
|
773K
$27.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6K- 16.04% |
$152K - $168K
|
31.4K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.12K- 1.89% |
$155K - $171K
|
317K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.35K- 3.22% |
$161K - $178K
|
191K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.42K- 14.86% |
$163K - $180K
|
36.8K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-6.64K- 36.44% |
$169K - $186K
|
11.6K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.93K- 19.62% |
$176K - $194K
|
28.4K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.71K- 2.5% |
$196K - $216K
|
301K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.73K- 4.33% |
$196K - $216K
|
171K
$6.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-8.16K- 0.91% |
$207K - $228K
|
890K
$31.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.74K- 13.53% |
$222K - $245K
|
55.9K
$1.99M
|