Wealthspire Advisors, LLC First Tr Exchange Traded Iv Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,884,183 shares of EMLP stock, worth $67.2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

1,884,183

Previous 1,857,811 1.42%

Holding current value

$67.2 Million

Previous $54.9 Million 4.61%

% of portfolio

0.74%

Previous 0.73%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$28.25 - $31.1 $745,009 - $820,169	26,372 Added 1.42%	1,884,183 $57.4 Million
Q1 2024 May 06, 2024	SELL	$26.83 - $29.53 $819,066 - $901,491	-30,528 Reduced 1.62%	1,857,811 $54.9 Million
Q4 2023 Feb 06, 2024	BUY	$25.39 - $27.98 $1.38 Million - $1.52 Million	54,354 Added 2.96%	1,888,339 $52.3 Million
Q3 2023 Nov 06, 2023	SELL	$26.42 - $28.14 $1.37 Million - $1.46 Million	-51,929 Reduced 2.75%	1,833,985 $48.5 Million
Q2 2023 Jul 31, 2023	SELL	$26.24 - $27.37 $1.3 Million - $1.36 Million	-49,604 Reduced 2.56%	1,885,914 $50.9 Million
Q1 2023 May 09, 2023	BUY	$25.42 - $27.64 $544,979 - $592,573	21,439 Added 1.12%	1,935,518 $51.5 Million
Q4 2022 Feb 13, 2023	SELL	$24.59 - $27.92 $1.13 Million - $1.29 Million	-46,138 Reduced 2.35%	1,914,079 $51.1 Million
Q3 2022 Nov 14, 2022	BUY	$24.88 - $29.0 $555,396 - $647,367	22,323 Added 1.15%	1,960,217 $48.8 Million
Q2 2022 Aug 09, 2022	BUY	$24.71 - $28.93 $9.04 Million - $10.6 Million	365,950 Added 23.28%	1,937,894 $49.9 Million
Q1 2022 May 09, 2022	BUY	$24.68 - $27.82 $3.94 Million - $4.44 Million	159,623 Added 11.3%	1,571,944 $43.5 Million
Q4 2021 Feb 14, 2022	BUY	$23.74 - $25.45 $846,877 - $907,877	35,673 Added 2.59%	1,412,321 $35.3 Million
Q3 2021 Nov 15, 2021	SELL	$23.59 - $25.04 $2.5 Million - $2.66 Million	-106,079 Reduced 7.15%	1,376,648 $32.6 Million
Q2 2021 Aug 13, 2021	BUY	$22.93 - $25.6 $3.34 Million - $3.73 Million	145,793 Added 10.91%	1,482,727 $36.3 Million
Q1 2021 May 17, 2021	BUY	$20.6 - $23.26 $361,756 - $408,468	17,561 Added 1.33%	1,336,934 $30.5 Million
Q4 2020 Feb 16, 2021	BUY	$19.03 - $21.92 $18.8 Million - $21.7 Million	989,767 Added 300.29%	1,319,373 $27.7 Million
Q3 2020 Nov 16, 2020	SELL	$18.75 - $21.39 $406,912 - $464,205	-21,702 Reduced 6.18%	329,606 $6.28 Million
Q2 2020 Aug 14, 2020	SELL	$16.75 - $23.13 $18.1 Million - $25 Million	-1,080,200 Reduced 75.46%	351,308 $7.01 Million
Q1 2020 May 12, 2020	BUY	$14.87 - $26.37 $14 Million - $24.8 Million	941,494 Added 192.14%	1,431,508 $25.5 Million
Q4 2019 Feb 14, 2020	BUY	$24.22 - $25.54 $2.18 Million - $2.3 Million	90,174 Added 22.55%	490,014 $12.5 Million
Q3 2019 Nov 12, 2019	BUY	$24.39 - $25.93 $2.87 Million - $3.05 Million	117,548 Added 41.64%	399,840 $10.2 Million
Q2 2019 Aug 13, 2019	BUY	$24.35 - $25.39 $6.87 Million - $7.17 Million	282,292 New	282,292 $7.1 Million

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC First Tr Exchange Traded Iv Transaction History