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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-68- 0.78% |
$1.78K - $1.86K
|
8.65K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
420New |
$11K - $11.5K
|
420
$15.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
133New |
$3.49K - $3.64K
|
133
$4.93K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.9K+ 48.39% |
$2.18M - $2.27M
|
254K
$9.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
8.03KNew |
$211K - $220K
|
8.03K
$297K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-778- 7.11% |
$20.4K - $21.3K
|
10.2K
$377K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
349New |
$8.87K - $9.65K
|
349
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.1K- 11.73% |
$27.9K - $30.3K
|
8.25K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$263K - $286K
|
10.4K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
140K+ 178.89% |
$3.56M - $3.87M
|
218K
$8.08M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-852- 0.87% |
$21.7K - $23.5K
|
97.6K
$3.62M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$50.8 - $55.3
|
15.4K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-233K- 95.0% |
$5.93M - $6.45M
|
12.3K
$455K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
19.8K+ 68.22% |
$502K - $546K
|
48.7K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-626- 5.83% |
$15.9K - $17.3K
|
10.1K
$375K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
998+ 13.04% |
$25.4K - $27.6K
|
8.65K
$321K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
122New |
$3.1K - $3.37K
|
122
$4.52K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 0.49% |
$2.06K - $2.24K
|
16.6K
$615K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$15.2K - $16.5K
|
596
$22.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$8.26K - $8.98K
|
325
$12K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.6KNew |
$880K - $957K
|
34.6K
$1.28M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
253New |
$6.22K - $7.06K
|
253
$9.38K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.88KNew |
$95.4K - $108K
|
3.88K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
40.6KNew |
$998K - $1.13M
|
40.6K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$318K - $361K
|
12.9K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.8K- 39.07% |
$389K - $442K
|
24.7K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.7K+ 689.72% |
$140K - $159K
|
6.53K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-490- 4.46% |
$12K - $13.7K
|
10.5K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.41K- 7.86% |
$83.9K - $95.3K
|
40K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.9KNew |
$268K - $304K
|
10.9K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
110New |
$2.7K - $3.07K
|
110
$4.08K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.49KNew |
$184K - $209K
|
7.49K
$278K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-186- 0.53% |
$4.57K - $5.19K
|
34.8K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$63.5K - $72.1K
|
2.58K
$95.7K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
36KNew |
$885K - $1.01M
|
36K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.79KNew |
$191K - $217K
|
7.79K
$289K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
9.15KNew |
$225K - $255K
|
9.15K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
61.7KNew |
$1.52M - $1.72M
|
61.7K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
306New |
$7.52K - $8.54K
|
306
$11.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-865- 56.76% |
$21.3K - $24.2K
|
659
$24.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
39New |
$959 - $1.09K
|
39
$1.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$39.4K - $44.7K
|
1.6K
$59.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
70New |
$1.72K - $1.95K
|
70
$2.59K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14Closed |
$348 - $406
|
0
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15K- 7.96% |
$373K - $435K
|
173K
$6.42M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11.5K+ 8.43% |
$286K - $334K
|
148K
$5.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
556New |
$13.8K - $16.1K
|
556
$20.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
788New |
$19.6K - $22.9K
|
788
$29.2K
|
|