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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.9K+ 34.52% |
$63.8K - $71.9K
|
7.4K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.89K+ 4.17% |
$63.4K - $71.5K
|
47.1K
$1.8M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 24.46% |
$56.1K - $63.3K
|
8.5K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 1.08% |
$51.7K - $58.2K
|
144K
$5.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.43K+ 11.95% |
$48.1K - $54.2K
|
13.4K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.17K+ 4.53% |
$39.4K - $44.4K
|
27K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 3.38% |
$36.7K - $41.4K
|
33.4K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$33.8K - $38.1K
|
1.01K
$38.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
968+ 26.71% |
$32.5K - $36.7K
|
4.59K
$176K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
943+ 6.11% |
$31.7K - $35.7K
|
16.4K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
926+ 5.62% |
$31.1K - $35.1K
|
17.4K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
911+ 1.67% |
$30.6K - $34.5K
|
55.3K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
807New |
$27.1K - $30.6K
|
807
$30.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
777+ 1.03% |
$26.1K - $29.4K
|
76.5K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
717New |
$24.1K - $27.2K
|
717
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
697+ 3.08% |
$23.4K - $26.4K
|
23.3K
$892K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
602+ 23.26% |
$20.2K - $22.8K
|
3.19K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
567+ 21.73% |
$19.1K - $21.5K
|
3.18K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
554+ 2.52% |
$18.6K - $21K
|
22.5K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
545New |
$18.3K - $20.7K
|
545
$20.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
533New |
$17.9K - $20.2K
|
533
$20.4K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
530+ 8.77% |
$17.8K - $20.1K
|
6.57K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
512New |
$17.2K - $19.4K
|
512
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
492+ 3.46% |
$16.5K - $18.6K
|
14.7K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
451+ 23.31% |
$15.2K - $17.1K
|
2.39K
$91.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
433+ 29.44% |
$14.6K - $16.4K
|
1.9K
$72.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
415+ 4.11% |
$14K - $15.7K
|
10.5K
$403K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
401+ 2.38% |
$13.5K - $15.2K
|
17.2K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
363+ 3.15% |
$12.2K - $13.8K
|
11.9K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
350New |
$11.8K - $13.3K
|
350
$13.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
343+ 4.56% |
$11.5K - $13K
|
7.86K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
282+ 0.78% |
$9.48K - $10.7K
|
36.7K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
278+ 5.09% |
$9.35K - $10.5K
|
5.74K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
238+ 0.59% |
$8K - $9.02K
|
40.5K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
230+ 2.79% |
$7.73K - $8.71K
|
8.47K
$325K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
213+ 0.42% |
$7.16K - $8.07K
|
50.9K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
206+ 1.53% |
$6.93K - $7.81K
|
13.7K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
180+ 1.49% |
$6.05K - $6.82K
|
12.2K
$468K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
170+ 0.51% |
$5.72K - $6.44K
|
33.5K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
164New |
$5.51K - $6.21K
|
164
$6.28K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
153+ 0.8% |
$5.14K - $5.8K
|
19.2K
$734K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
150New |
$5.04K - $5.68K
|
150
$5.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
144+ 0.7% |
$4.84K - $5.46K
|
20.8K
$798K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
140+ 1.02% |
$4.71K - $5.3K
|
13.9K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
135+ 45.0% |
$4.54K - $5.12K
|
435
$16.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
127+ 1.79% |
$4.27K - $4.81K
|
7.24K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
120+ 0.14% |
$4.03K - $4.55K
|
86.5K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
118+ 0.48% |
$3.97K - $4.47K
|
24.8K
$950K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
108+ 635.29% |
$3.63K - $4.09K
|
125
$4.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
107+ 0.42% |
$3.6K - $4.05K
|
25.3K
$969K
|