Latest Institutional Transactions on First Tr Exchange Traded Iv (EMLP)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Iv (EMLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
131K+ 353.16% |
$4.7M - $5.02M
|
168K
$6.08M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-410- 0.9% |
$14.7K - $15.7K
|
45.2K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
182+ 0.45% |
$6.51K - $6.97K
|
40.3K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-271K- 8.23% |
$9.69M - $10.4M
|
3.02M
$109M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-18.3K- 3.45% |
$656K - $702K
|
514K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.14K+ 4.2% |
$148K - $158K
|
103K
$3.71M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.9K+ 4.68% |
$2.79M - $2.98M
|
1.74M
$62.9M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
42.9KNew |
$1.54M - $1.64M
|
42.9K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.34K+ 4.08% |
$227K - $243K
|
162K
$5.85M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27.9K- 9.16% |
$1M - $1.07M
|
277K
$10M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 43.71% |
$655K - $701K
|
60.2K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 2.05% |
$65.5K - $70.1K
|
87.5K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.03K+ 25.23% |
$216K - $231K
|
30K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186K+ 3089.67% |
$6.65M - $7.11M
|
192K
$6.93M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15.1K+ 118.56% |
$540K - $577K
|
27.8K
$1M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40.2K- 85.59% |
$1.44M - $1.54M
|
6.76K
$244K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.4K- 33.88% |
$229K - $245K
|
12.5K
$452K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9K- 15.82% |
$322K - $344K
|
47.9K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
105+ 0.42% |
$3.76K - $4.02K
|
25.2K
$910K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.1K+ 54.99% |
$147K - $157K
|
11.5K
$417K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.1K+ 185.14% |
$1.94M - $2.07M
|
83.3K
$3.01M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.05% |
$215 - $230
|
12K
$435K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-813- 12.78% |
$29.1K - $31.1K
|
5.55K
$201K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$3.58K - $3.83K
|
100
$3.61K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.72K+ 36.9% |
$97.4K - $104K
|
10.1K
$365K
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 1.75% |
$6.37K - $6.81K
|
10.4K
$375K
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 8.96% |
$499K - $533K
|
169K
$6.12M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
110+ 0.39% |
$3.94K - $4.21K
|
28.4K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.04K+ 54.27% |
$72.8K - $77.9K
|
5.79K
$209K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 1.0% |
$77.3K - $82.7K
|
213K
$7.69M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
881K+ 5.37% |
$31.5M - $33.7M
|
17.3M
$625M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.04% |
$179 - $191
|
12.7K
$460K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.41K- 44.62% |
$229K - $245K
|
7.95K
$287K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 10.59% |
$4.98M - $5.33M
|
1.45M
$52.5M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27.1K- 2.61% |
$971K - $1.04M
|
1.01M
$36.5M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.4K- 3.81% |
$1.05M - $1.12M
|
740K
$26.8M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.83KNew |
$244K - $261K
|
6.83K
$247K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.29K+ 5.29% |
$82.1K - $87.8K
|
45.6K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84.9KNew |
$3.04M - $3.25M
|
84.9K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.66K- 4.06% |
$59.4K - $63.5K
|
39.2K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64K+ 9.57% |
$94.5K - $101K
|
30.3K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
45+ 0.23% |
$1.61K - $1.72K
|
19.8K
$714K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
704+ 6.39% |
$25.2K - $26.9K
|
11.7K
$424K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91.5K+ 11.23% |
$3.28M - $3.5M
|
907K
$32.8M
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
129+ 1.23% |
$4.62K - $4.94K
|
10.6K
$384K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 67.71% |
$136K - $145K
|
9.4K
$340K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$589K - $630K
|
16.5K
$594K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.4K- 20.56% |
$1.02M - $1.09M
|
110K
$3.97M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.52KNew |
$233K - $249K
|
6.52K
$235K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$417K - $446K
|
11.6K
$421K
|