Householder Group Estate & Retirement Specialist, LLC First Tr Exchange Traded Iv Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$26.42 - $28.14 $8,586 - $9,145	-325 Reduced 70.04%	139 $3,000
Q1 2023 Apr 13, 2023	BUY	$25.42 - $27.64 $11,794 - $12,824	464 New	464 $12,000
Q3 2022 Oct 11, 2022	BUY	$24.88 - $29.0 $11,395 - $13,282	458 New	458 $11,000

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

Morgan Stanley New York, NY

16.3M
Shares

$582 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$144 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.59M
Shares

$128 Million
2.52% of portfolio
Al Ti Global, Inc. New York, NY

3.46M
Shares

$123 Million
2.83% of portfolio
Glenview Trust CO Louisville, KY

2.5M
Shares

$89.2 Million
1.64% of portfolio

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About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
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