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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.54K+ 20.85% |
$119K - $135K
|
20.5K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.51K+ 8.17% |
$118K - $134K
|
46.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.17K+ 21.12% |
$107K - $121K
|
18.2K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 27.85% |
$100K - $113K
|
13.6K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$96.5K - $109K
|
2.86K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.21K+ 24.2% |
$74.6K - $84.7K
|
11.4K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 7.66% |
$73.9K - $83.9K
|
30.9K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.1K+ 3.84% |
$70.9K - $80.5K
|
56.9K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.1K+ 4.33% |
$70.8K - $80.3K
|
50.7K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 0.96% |
$69.2K - $78.5K
|
215K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.87K+ 1.22% |
$62.9K - $71.4K
|
155K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
1.61K+ 8.33% |
$54.3K - $61.7K
|
21K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.31KNew |
$44.1K - $50K
|
1.31K
$48.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 7.12% |
$39.4K - $44.7K
|
17.6K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14K+ 11.31% |
$38.5K - $43.7K
|
11.2K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 24.86% |
$37.6K - $42.7K
|
5.61K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.12K+ 13.29% |
$37.6K - $42.6K
|
9.5K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$34.9K - $39.6K
|
1.04K
$38.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 87.36% |
$34.7K - $39.4K
|
2.21K
$82.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
990+ 0.93% |
$33.4K - $37.9K
|
108K
$4.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$27.8K - $31.5K
|
825
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
754+ 1.69% |
$25.4K - $28.8K
|
45.3K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
735New |
$24.8K - $28.1K
|
735
$27.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
673+ 5.06% |
$22.7K - $25.7K
|
14K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
641+ 1.8% |
$21.6K - $24.5K
|
36.2K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
581+ 0.75% |
$19.6K - $22.2K
|
78.6K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
566New |
$19.1K - $21.6K
|
566
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
548+ 1889.66% |
$18.5K - $21K
|
577
$21.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
544+ 5.63% |
$18.3K - $20.8K
|
10.2K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
544+ 2.29% |
$18.3K - $20.8K
|
24.3K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
454+ 0.9% |
$15.3K - $17.4K
|
50.9K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
444+ 0.83% |
$15K - $17K
|
53.9K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
331+ 11.84% |
$11.2K - $12.7K
|
3.13K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$10.1K - $11.5K
|
300
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
295New |
$9.94K - $11.3K
|
295
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
287+ 387.84% |
$9.67K - $11K
|
361
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
285+ 3.55% |
$9.6K - $10.9K
|
8.3K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
268+ 2.62% |
$9.03K - $10.2K
|
10.5K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
208+ 1.83% |
$7.01K - $7.95K
|
11.6K
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
199+ 0.96% |
$6.7K - $7.61K
|
20.9K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
189+ 0.58% |
$6.37K - $7.23K
|
32.6K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
141+ 0.75% |
$4.75K - $5.39K
|
18.9K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 0.72% |
$4.48K - $5.09K
|
18.5K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
114New |
$3.84K - $4.36K
|
114
$4.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 1.28% |
$3.74K - $4.24K
|
8.8K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$3.57K - $4.05K
|
106
$3.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
101+ 0.36% |
$3.4K - $3.86K
|
28.3K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
98+ 0.39% |
$3.3K - $3.75K
|
25.1K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
95+ 0.45% |
$3.2K - $3.63K
|
21.1K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.32% |
$3.03K - $3.44K
|
27.9K
$1.04M
|