Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
1.35MNew |
$38.1M - $41.9M
|
1.35M
$48.1M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
620K+ 3.94% |
$17.5M - $19.3M
|
16.3M
$582M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
620K+ 3.94% |
$17.5M - $19.3M
|
16.3M
$582M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
171K+ 8.97% |
$4.82M - $5.31M
|
2.07M
$73.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81.5K+ 24.5% |
$2.3M - $2.54M
|
414K
$14.8M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
72.2K+ 2.08% |
$2.04M - $2.25M
|
3.55M
$126M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70K+ 4.25% |
$1.98M - $2.18M
|
1.72M
$61.2M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 3.09% |
$1.83M - $2.02M
|
2.16M
$77M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56.9KNew |
$1.61M - $1.77M
|
56.9K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.1K+ 31.01% |
$1.33M - $1.46M
|
199K
$7.09M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
37.5K+ 3.58% |
$1.06M - $1.17M
|
1.08M
$38.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
36.2K+ 2.68% |
$1.02M - $1.13M
|
1.39M
$49.5M
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.5K+ 97.32% |
$945K - $1.04M
|
67.8K
$2.42M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.8K+ 6.68% |
$899K - $990K
|
508K
$18.1M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.1K+ 95.0% |
$877K - $966K
|
63.7K
$2.27M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.4K+ 1.42% |
$745K - $820K
|
1.88M
$67.2M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24.1K+ 32.07% |
$681K - $749K
|
99.2K
$3.54M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.5K+ 0.96% |
$664K - $731K
|
2.48M
$88.3M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.4KNew |
$662K - $728K
|
23.4K
$835K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
21.4K+ 14.87% |
$604K - $665K
|
165K
$5.89M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3KNew |
$603K - $664K
|
21.3K
$761K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
20.4K+ 26.86% |
$577K - $635K
|
96.5K
$3.44M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 2.86% |
$573K - $631K
|
730K
$26M
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.1K+ 50.66% |
$512K - $563K
|
53.9K
$1.92M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.6KNew |
$440K - $485K
|
15.6K
$556K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.6K+ 124.16% |
$440K - $484K
|
28.1K
$1M
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.2K+ 13.81% |
$402K - $442K
|
117K
$4.18M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13KNew |
$367K - $404K
|
13K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$353K - $389K
|
12.5K
$446K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5K+ 57.03% |
$325K - $358K
|
31.7K
$1.13M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.5KNew |
$324K - $357K
|
11.5K
$409K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 7.73% |
$323K - $355K
|
159K
$5.68M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 35.17% |
$284K - $313K
|
38.6K
$1.38M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.17KNew |
$259K - $285K
|
9.17K
$327K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.93K+ 9.77% |
$252K - $278K
|
100K
$3.58M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.55K+ 1.05% |
$242K - $266K
|
826K
$29.4M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.9K+ 6.47% |
$223K - $246K
|
130K
$4.63M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.58K+ 20.42% |
$214K - $236K
|
44.7K
$1.59M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.42KNew |
$210K - $231K
|
7.42K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.26KNew |
$205K - $226K
|
7.26K
$259K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.26K+ 3.22% |
$205K - $226K
|
233K
$8.3M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.25KNew |
$205K - $226K
|
7.25K
$259K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.78KNew |
$191K - $211K
|
6.78K
$242K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.75K+ 20.88% |
$191K - $210K
|
39.1K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 2.42% |
$168K - $185K
|
253K
$9.01M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.28K+ 0.58% |
$149K - $164K
|
916K
$32.6M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.91K+ 5.48% |
$139K - $153K
|
94.5K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.55K+ 1.15% |
$128K - $141K
|
401K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 2.73% |
$123K - $136K
|
164K
$5.84M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.14K+ 49.18% |
$117K - $129K
|
12.6K
$448K
|