W.G. Shaheen & Associates Dba Whitney & CO First Tr Exchange Traded Iv Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$963 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$20.55 - $23.79 $140,767 - $162,961	-6,850 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$23.11 - $24.49 $158,303 - $167,756	6,850 New	6,850 $159,000

Others Institutions Holding EMLP

# of Institutions

415

Shares Held

75.3M

Call Options Held

10.6K

Put Options Held

Morgan Stanley New York, NY

17.3M
Shares

$664 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$155 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.96M
Shares

$152 Million
2.62% of portfolio
Al Ti Global, Inc. New York, NY

2.93M
Shares

$112 Million
2.76% of portfolio
Glenview Trust CO Louisville, KY

2.59M
Shares

$99.3 Million
1.71% of portfolio

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About FIRST TR EXCHANGE-TRADED IV

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