Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
586KNew |
$19.7M - $22.4M
|
586K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
532KNew |
$17.9M - $20.4M
|
532K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
494KNew |
$16.6M - $18.9M
|
494K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.7KNew |
$2.55M - $2.9M
|
75.7K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.6K+ 1.86% |
$2.24M - $2.55M
|
3.65M
$136M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
66.5KNew |
$2.24M - $2.54M
|
66.5K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64.3K+ 3.28% |
$2.17M - $2.46M
|
2.03M
$75.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
63.7KNew |
$2.15M - $2.43M
|
63.7K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
56.9KNew |
$1.92M - $2.18M
|
56.9K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
45.6KNew |
$1.53M - $1.74M
|
45.6K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 22.31% |
$1.29M - $1.46M
|
209K
$7.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
35.4K+ 134.48% |
$1.19M - $1.35M
|
61.7K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.2KNew |
$1.12M - $1.27M
|
33.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
25.5KNew |
$860K - $977K
|
25.5K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22.2K+ 12.59% |
$746K - $847K
|
198K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.8KNew |
$736K - $836K
|
21.8K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.3K+ 120.23% |
$683K - $776K
|
37.2K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$661K - $750K
|
19.6K
$731K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.7K+ 0.75% |
$629K - $714K
|
2.52M
$94M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17.6KNew |
$591K - $671K
|
17.6K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.1K+ 6.34% |
$574K - $652K
|
286K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 0.78% |
$519K - $589K
|
2M
$74.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.3K+ 49.6% |
$480K - $545K
|
43K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 8.25% |
$449K - $509K
|
175K
$6.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12K+ 99.69% |
$406K - $460K
|
24.1K
$899K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11.8K+ 1.56% |
$397K - $451K
|
768K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.7KNew |
$359K - $407K
|
10.7K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 3.31% |
$358K - $406K
|
332K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 9.06% |
$353K - $401K
|
126K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.83K+ 2.71% |
$331K - $376K
|
372K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.41K+ 2.3% |
$317K - $360K
|
418K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
8.27K+ 6.37% |
$279K - $316K
|
138K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.23K+ 11.68% |
$277K - $315K
|
78.7K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.99KNew |
$269K - $306K
|
7.99K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.88KNew |
$265K - $301K
|
7.88K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
7.76K+ 1.4% |
$262K - $297K
|
561K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.88K+ 8.54% |
$232K - $263K
|
87.4K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$209K - $238K
|
6.21K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.16K+ 2.38% |
$207K - $235K
|
265K
$9.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.09KNew |
$205K - $233K
|
6.09K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.08KNew |
$205K - $232K
|
6.08K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.97K+ 1.75% |
$201K - $228K
|
347K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.87KNew |
$198K - $224K
|
5.87K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.8K+ 9.14% |
$196K - $222K
|
69.3K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.2K+ 18.96% |
$175K - $199K
|
32.6K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.36K+ 6.46% |
$147K - $167K
|
71.8K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.66K+ 16.48% |
$123K - $140K
|
25.8K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.64K+ 59.91% |
$123K - $139K
|
9.72K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.55K+ 47.46% |
$119K - $136K
|
11K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.54K+ 20.85% |
$119K - $135K
|
20.5K
$764K
|