Jfs Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$20.6 - $23.26 $4.04 Million - $4.56 Million	-196,164 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$19.03 - $21.92 $82,837 - $95,417	-4,353 Reduced 2.17%	196,164 $4.11 Million
Q3 2020 Oct 28, 2020	SELL	$18.75 - $21.39 $65,587 - $74,822	-3,498 Reduced 1.71%	200,517 $3.82 Million
Q2 2020 Aug 05, 2020	SELL	$16.75 - $23.13 $21,272 - $29,375	-1,270 Reduced 0.62%	204,015 $4.07 Million
Q1 2020 Apr 29, 2020	SELL	$14.87 - $26.37 $38,245 - $67,823	-2,572 Reduced 1.24%	205,285 $3.65 Million
Q4 2019 Feb 03, 2020	SELL	$24.22 - $25.54 $27,441 - $28,936	-1,133 Reduced 0.54%	207,857 $5.3 Million
Q3 2019 Oct 31, 2019	SELL	$24.39 - $25.93 $206,046 - $219,056	-8,448 Reduced 3.89%	208,990 $5.35 Million
Q2 2019 Aug 06, 2019	SELL	$24.35 - $25.39 $20,161 - $21,022	-828 Reduced 0.38%	217,438 $5.47 Million
Q1 2019 Apr 23, 2019	SELL	$21.41 - $24.8 $915,106 - $1.06 Million	-42,742 Reduced 16.38%	218,266 $5.4 Million
Q4 2018 Jan 28, 2019	SELL	$20.55 - $23.79 $2.95 Million - $3.42 Million	-143,686 Reduced 35.5%	261,008 $5.6 Million
Q3 2018 Nov 09, 2018	BUY	$23.11 - $24.49 $370,268 - $392,378	16,022 Added 4.12%	404,694 $9.49 Million
Q2 2018 Jul 26, 2018	SELL	$21.69 - $23.22 $270,018 - $289,065	-12,449 Reduced 3.1%	388,672 $9.03 Million
Q1 2018 Apr 26, 2018	SELL	$21.49 - $24.98 $563,596 - $655,125	-26,226 Reduced 6.14%	401,121 $8.79 Million
Q4 2017 Jan 31, 2018	BUY	$24.11 - $25.27 $559,520 - $586,440	23,207 Added 5.74%	427,347 $10.5 Million
Q3 2017 Oct 20, 2017	BUY	$24.74 - $24.92 $10 Million - $10.1 Million	404,140	404,140 $10 Million

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

0

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.