Purchases and Sales Made in Q2 2025 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 2025. 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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.84MNew |
$129M - $146M
|
3.84M
$146M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
345K+ 91.45% |
$11.6M - $13.1M
|
722K
$27.4M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
112KNew |
$3.78M - $4.26M
|
112K
$4.26M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
108KNew |
$3.63M - $4.09M
|
108K
$4.09M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.3K+ 41.69% |
$2.5M - $2.82M
|
253K
$9.58M
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
61.7K+ 36.15% |
$2.07M - $2.34M
|
232K
$8.82M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2K+ 11.39% |
$1.32M - $1.49M
|
384K
$14.6M
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
36.5K+ 11.92% |
$1.23M - $1.38M
|
343K
$13M
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
16.1KNew |
$542K - $611K
|
16.1K
$611K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
15.7K+ 9.12% |
$527K - $594K
|
187K
$7.11M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 12.02% |
$513K - $578K
|
142K
$5.39M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 3.88% |
$507K - $571K
|
403K
$15.3M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15K+ 49.25% |
$505K - $569K
|
45.5K
$1.73M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 52.1% |
$503K - $567K
|
43.7K
$1.66M
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
13.8KNew |
$463K - $522K
|
13.8K
$522K
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.7K+ 21.48% |
$460K - $519K
|
77.5K
$2.94M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.2KNew |
$445K - $502K
|
13.2K
$502K
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.36KNew |
$315K - $354K
|
9.36K
$355K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.87KNew |
$298K - $336K
|
8.87K
$337K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.48KNew |
$252K - $283K
|
7.48K
$284K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.38KNew |
$248K - $280K
|
7.38K
$280K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.89KNew |
$231K - $261K
|
6.89K
$261K
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.67K+ 2.26% |
$224K - $253K
|
302K
$11.4M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.4K+ 58.01% |
$215K - $242K
|
17.4K
$661K
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.06K+ 1.45% |
$204K - $230K
|
425K
$16.1M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.06K+ 6.42% |
$204K - $230K
|
101K
$3.81M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6K+ 22.85% |
$202K - $227K
|
32.3K
$1.22M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.92K+ 474.04% |
$199K - $224K
|
7.16K
$272K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.92K+ 6.76% |
$199K - $224K
|
93.4K
$3.54M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.66KNew |
$190K - $214K
|
5.66K
$215K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.53K+ 7.69% |
$152K - $172K
|
63.4K
$2.41M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.44K+ 5.78% |
$149K - $168K
|
81.4K
$3.09M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.04K+ 23.44% |
$136K - $153K
|
21.3K
$807K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.35K+ 15.81% |
$113K - $127K
|
24.6K
$932K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.77K+ 462.0% |
$93.2K - $105K
|
3.37K
$128K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.77K+ 26.74% |
$93K - $105K
|
13.1K
$498K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.55K+ 10.75% |
$85.7K - $96.6K
|
26.3K
$996K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.11KNew |
$71.1K - $80.1K
|
2.11K
$80.2K
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.91K+ 2.97% |
$64.1K - $72.3K
|
66.2K
$2.51M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.9K+ 34.52% |
$63.8K - $71.9K
|
7.4K
$281K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.89K+ 4.17% |
$63.4K - $71.5K
|
47.1K
$1.79M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 3.38% |
$36.7K - $41.4K
|
33.4K
$1.27M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$33.8K - $38.1K
|
1.01K
$38.2K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
968+ 26.71% |
$32.5K - $36.7K
|
4.59K
$174K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
943+ 6.11% |
$31.7K - $35.7K
|
16.4K
$621K
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
926+ 5.62% |
$31.1K - $35.1K
|
17.4K
$660K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
911+ 1.67% |
$30.6K - $34.5K
|
55.3K
$2.1M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
807New |
$27.1K - $30.6K
|
807
$30.6K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
777+ 1.03% |
$26.1K - $29.4K
|
76.5K
$2.9M
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
717New |
$24.1K - $27.2K
|
717
$27.2K
|