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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 13.5% |
$41.3K - $46.9K
|
7.85K
$295K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-42- 0.3% |
$1.41K - $1.61K
|
14.2K
$533K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 0.29% |
$1.68K - $1.91K
|
17.2K
$647K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-81- 0.61% |
$2.73K - $3.1K
|
13.1K
$492K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34+ 0.13% |
$1.15K - $1.3K
|
26.5K
$996K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 9.06% |
$353K - $401K
|
126K
$4.74M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.23K+ 11.68% |
$277K - $315K
|
78.7K
$2.96M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.64% |
$67.4 - $76.5
|
315
$11.8K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
268+ 2.62% |
$9.03K - $10.2K
|
10.5K
$395K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.3K+ 49.6% |
$480K - $545K
|
43K
$1.62M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-116- 8.19% |
$3.91K - $4.44K
|
1.3K
$48.9K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93.1K- 21.44% |
$3.14M - $3.56M
|
341K
$12.8M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.55K- 21.53% |
$221K - $251K
|
23.9K
$898K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.55K+ 47.46% |
$119K - $136K
|
11K
$414K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-634- 2.44% |
$21.4K - $24.2K
|
25.4K
$954K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.5K- 5.39% |
$84.2K - $95.5K
|
43.8K
$1.65M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.88KNew |
$265K - $301K
|
7.88K
$296K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
199+ 0.96% |
$6.7K - $7.61K
|
20.9K
$786K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
59+ 0.74% |
$1.99K - $2.26K
|
8.04K
$302K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-697- 10.25% |
$23.5K - $26.7K
|
6.1K
$229K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.72% |
$135 - $153
|
559
$21K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
79+ 0.34% |
$2.66K - $3.02K
|
23.3K
$876K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$67.4 - $76.5
|
18K
$678K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.04% |
$135 - $153
|
9.24K
$347K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.31KNew |
$44.1K - $50K
|
1.31K
$49.2K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12K+ 99.69% |
$406K - $460K
|
24.1K
$906K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 0.72% |
$4.48K - $5.09K
|
18.5K
$697K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.82K- 4.77% |
$94.9K - $108K
|
56.2K
$2.11M
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.8K+ 9.14% |
$196K - $222K
|
69.3K
$2.61M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5- 0.02% |
$168 - $191
|
24.8K
$933K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.6K+ 1.86% |
$2.24M - $2.55M
|
3.65M
$137M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
98+ 0.39% |
$3.3K - $3.75K
|
25.1K
$943K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
990+ 0.93% |
$33.4K - $37.9K
|
108K
$4.05M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 11.42% |
$8.25K - $9.37K
|
1.9K
$71.4K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-32- 0.02% |
$1.08K - $1.22K
|
175K
$6.59M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-208K- 97.05% |
$7.02M - $7.97M
|
6.34K
$238K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.3K- 7.29% |
$768K - $859K
|
321K
$12.1M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-657- 0.46% |
$20K - $22.3K
|
143K
$5.36M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
78KNew |
$2.37M - $2.65M
|
78K
$2.93M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-178K- 19.87% |
$5.42M - $6.06M
|
719K
$27M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$15.2K - $17K
|
500
$18.8K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
35KNew |
$1.06M - $1.19M
|
35K
$1.31M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
44+ 0.33% |
$1.34K - $1.5K
|
13.5K
$506K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 1.77% |
$152 - $170
|
288
$10.8K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.52K- 7.27% |
$289K - $324K
|
121K
$4.56M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.7K- 2.52% |
$51.6K - $57.7K
|
65.6K
$2.46M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.9K+ 52.03% |
$482K - $539K
|
46.3K
$1.74M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.74K- 3.07% |
$52.7K - $59K
|
54.8K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 3.57% |
$42.4K - $47.5K
|
40.5K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.39KNew |
$255K - $285K
|
8.39K
$315K
|