United Capital Financial Advisers, LLC First Tr Exchange Traded Iv Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$24.59 - $27.92 $67,474 - $76,612	-2,744 Reduced 16.08%	14,316 $382,000
Q3 2022 Nov 14, 2022	SELL	$24.88 - $29.0 $111,387 - $129,833	-4,477 Reduced 20.79%	17,060 $424,000
Q2 2022 Aug 11, 2022	SELL	$24.71 - $28.93 $123 - $144	-5 Reduced 0.02%	21,537 $554,000
Q1 2022 May 16, 2022	SELL	$24.68 - $27.82 $120,240 - $135,539	-4,872 Reduced 18.44%	21,542 $597,000
Q4 2021 Feb 14, 2022	BUY	$23.74 - $25.45 $188,875 - $202,480	7,956 Added 43.1%	26,414 $659,000
Q3 2021 Nov 15, 2021	SELL	$23.59 - $25.04 $199,996 - $212,289	-8,478 Reduced 31.47%	18,458 $437,000
Q2 2021 Aug 13, 2021	SELL	$22.93 - $25.6 $21,141 - $23,603	-922 Reduced 3.31%	26,936 $659,000
Q1 2021 May 14, 2021	SELL	$20.6 - $23.26 $6,592 - $7,443	-320 Reduced 1.14%	27,858 $635,000
Q4 2020 Feb 17, 2021	SELL	$19.03 - $21.92 $28,583 - $32,923	-1,502 Reduced 5.06%	28,178 $591,000
Q3 2020 Nov 13, 2020	SELL	$18.75 - $21.39 $163,518 - $186,542	-8,721 Reduced 22.71%	29,680 $565,000
Q2 2020 Aug 13, 2020	SELL	$16.75 - $23.13 $43,114 - $59,536	-2,574 Reduced 6.28%	38,401 $766,000
Q1 2020 May 15, 2020	SELL	$14.87 - $26.37 $28,371 - $50,313	-1,908 Reduced 4.45%	40,975 $729,000
Q4 2019 Feb 14, 2020	SELL	$24.22 - $25.54 $35,361 - $37,288	-1,460 Reduced 3.29%	42,883 $1.09 Million
Q3 2019 Nov 14, 2019	SELL	$24.39 - $25.93 $1,560 - $1,659	-64 Reduced 0.14%	44,343 $1.14 Million
Q2 2019 Aug 13, 2019	SELL	$24.35 - $25.39 $7,986 - $8,327	-328 Reduced 0.73%	44,407 $1.12 Million
Q1 2019 May 14, 2019	SELL	$21.41 - $24.8 $123,428 - $142,972	-5,765 Reduced 11.42%	44,735 $1.11 Million
Q4 2018 Feb 14, 2019	SELL	$20.55 - $23.79 $195,636 - $226,480	-9,520 Reduced 15.86%	50,500 $1.08 Million
Q3 2018 Nov 14, 2018	SELL	$23.11 - $24.49 $343,114 - $363,603	-14,847 Reduced 19.83%	60,020 $1.41 Million
Q2 2018 Aug 14, 2018	SELL	$21.69 - $23.22 $795,741 - $851,872	-36,687 Reduced 32.89%	74,867 $1.74 Million
Q1 2018 May 15, 2018	SELL	$21.49 - $24.98 $569,635 - $662,144	-26,507 Reduced 19.2%	111,554 $2.44 Million
Q4 2017 Feb 13, 2018	SELL	$24.11 - $25.27 $514,314 - $539,059	-21,332 Reduced 13.38%	138,061 $3.39 Million
Q3 2017 Nov 14, 2017	SELL	$24.74 - $24.92 $27,931 - $28,134	-1,129 Reduced 0.7%	159,393 $3.95 Million
Q2 2017 Aug 14, 2017	BUY	N/A	160,522	160,522 $3.94 Million

Others Institutions Holding EMLP

# of Institutions

324

Shares Held

67.5M

Call Options Held

3.6K

Put Options Held

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About FIRST TR EXCHANGE-TRADED IV

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