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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-319- 1.21% |
$10.7K - $12.2K
|
26.1K
$972K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-453- 16.7% |
$15.3K - $17.3K
|
2.26K
$84.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-457- 19.11% |
$15.4K - $17.5K
|
1.94K
$72.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-465- 2.58% |
$15.7K - $17.8K
|
17.5K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500- 1.11% |
$16.8K - $19.1K
|
44.3K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-554- 1.7% |
$18.7K - $21.2K
|
32K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-565- 8.3% |
$19K - $21.6K
|
6.24K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-634- 2.44% |
$21.4K - $24.2K
|
25.4K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-652- 8.05% |
$22K - $24.9K
|
7.45K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-697- 10.25% |
$23.5K - $26.7K
|
6.1K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-724- 30.05% |
$24.4K - $27.7K
|
1.69K
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-973- 8.96% |
$32.8K - $37.2K
|
9.88K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 1.93% |
$34.8K - $39.5K
|
52.3K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 13.5% |
$41.3K - $46.9K
|
7.85K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.26K- 17.15% |
$42.3K - $48K
|
6.07K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.37K- 1.21% |
$46.1K - $52.4K
|
112K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$51K - $57.9K
|
149K
$5.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.57K- 35.5% |
$53K - $60.1K
|
2.86K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.65K- 3.84% |
$55.4K - $62.9K
|
41.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.66K- 1.4% |
$55.9K - $63.4K
|
117K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.8K- 3.07% |
$60.6K - $68.8K
|
56.8K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.05K- 15.79% |
$69.1K - $78.5K
|
10.9K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 16.23% |
$72.1K - $81.8K
|
11K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 1.5% |
$73.7K - $83.6K
|
143K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.5K- 5.39% |
$84.2K - $95.5K
|
43.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.82K- 4.77% |
$94.9K - $108K
|
56.2K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.17K- 15.07% |
$107K - $121K
|
17.8K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.89K- 18.44% |
$131K - $149K
|
17.2K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 1.82% |
$133K - $151K
|
214K
$7.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.12K- 2.87% |
$139K - $157K
|
140K
$5.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.54K- 23.7% |
$153K - $174K
|
14.6K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.76K- 7.25% |
$160K - $182K
|
61K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-6.18K- 4.56% |
$208K - $236K
|
129K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.55K- 21.53% |
$221K - $251K
|
23.9K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-6.83K- 2.27% |
$230K - $261K
|
293K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.9K- 9.65% |
$266K - $302K
|
74K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9.25K- 3.95% |
$312K - $354K
|
225K
$8.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.62K- 99.91% |
$324K - $368K
|
9
$335
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.2K- 1.35% |
$445K - $505K
|
963K
$35.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-20.2K- 1.84% |
$680K - $772K
|
1.08M
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.1K- 14.03% |
$745K - $845K
|
135K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-27K- 25.58% |
$911K - $1.03M
|
78.7K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.7K- 1.64% |
$1.24M - $1.4M
|
2.2M
$82.1M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-59.2KClosed |
$2M - $2.27M
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-79.1K- 6.36% |
$2.66M - $3.02M
|
1.16M
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93.1K- 21.44% |
$3.14M - $3.56M
|
341K
$12.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-208K- 97.05% |
$7.02M - $7.97M
|
6.34K
$236K
|