Purchases and Sales Made in Q3 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-53- 0.23% |
$1.61K - $1.8K
|
23K
$825K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-81- 0.57% |
$2.46K - $2.75K
|
14.2K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 0.93% |
$3.04K - $3.4K
|
10.6K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 66.96% |
$4.56K - $5.1K
|
74
$2.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 4.15% |
$4.56K - $5.1K
|
3.47K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-158- 0.11% |
$4.8K - $5.37K
|
138K
$4.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 1.18% |
$6.08K - $6.8K
|
16.7K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-217- 1.6% |
$6.59K - $7.38K
|
13.4K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-225- 1.84% |
$6.84K - $7.65K
|
12K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-230- 1.44% |
$6.99K - $7.82K
|
15.8K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-255- 0.61% |
$7.75K - $8.67K
|
41.9K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-262- 1.23% |
$7.96K - $8.91K
|
21.1K
$757K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-266- 23.64% |
$8.08K - $9.04K
|
859
$30.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-319- 3.83% |
$9.69K - $10.8K
|
8.02K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-375- 1.9% |
$11.4K - $12.8K
|
19.4K
$695K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 56.71% |
$12.1K - $13.5K
|
303
$10.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-423- 1.48% |
$12.9K - $14.4K
|
28.2K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-433- 1.48% |
$13.2K - $14.7K
|
28.7K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-492- 1.13% |
$14.9K - $16.7K
|
42.9K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-497- 1.06% |
$15.1K - $16.9K
|
46.3K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-519- 1.02% |
$15.8K - $17.6K
|
50.4K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-527- 2.08% |
$16K - $17.9K
|
24.8K
$892K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-536- 1.62% |
$16.3K - $18.2K
|
32.5K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-554- 2.63% |
$16.8K - $18.8K
|
20.5K
$735K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-562- 4.71% |
$17.1K - $19.1K
|
11.4K
$408K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-657- 0.46% |
$20K - $22.3K
|
143K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-661- 5.86% |
$20.1K - $22.5K
|
10.6K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-675- 4.38% |
$20.5K - $23K
|
14.8K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-728- 1.22% |
$22.1K - $24.8K
|
59K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-759- 9.64% |
$23.1K - $25.8K
|
7.11K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-764- 4.11% |
$23.2K - $26K
|
17.8K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-840- 3.38% |
$25.5K - $28.6K
|
24K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-849- 42.97% |
$25.8K - $28.9K
|
1.13K
$40.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-901- 3.05% |
$27.4K - $30.6K
|
28.7K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-903Closed |
$27.4K - $30.7K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-960- 9.56% |
$29.2K - $32.6K
|
9.08K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 2.24% |
$37.2K - $41.6K
|
53.4K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.28% |
$37.5K - $42K
|
22.2K
$796K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.28K- 15.86% |
$39K - $43.6K
|
6.81K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 0.86% |
$39.5K - $44.2K
|
151K
$5.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.47K- 10.04% |
$44.7K - $50K
|
13.2K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.5K- 1.79% |
$45.4K - $50.8K
|
81.9K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.62K- 26.79% |
$49.2K - $55.1K
|
4.43K
$159K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.7K- 2.52% |
$51.6K - $57.7K
|
65.6K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.74K- 3.07% |
$52.7K - $59K
|
54.8K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.91K- 15.23% |
$58.1K - $65.1K
|
10.7K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 90.23% |
$58.4K - $65.3K
|
208
$7.47K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.97K- 1.09% |
$59.8K - $66.9K
|
179K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2K- 80.0% |
$60.8K - $68K
|
500
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.14K- 7.5% |
$65K - $72.8K
|
26.4K
$948K
|