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 |
---|---|---|---|---|---|---|---|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$19K - $21.6K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
SELL
|
- |
-1.14KClosed |
$21.3K - $24.3K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-92Closed |
$1.73K - $1.97K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-242Closed |
$4.54K - $5.18K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.78K- 39.25% |
$63.4K - $87.5K
|
5.85K
$220K
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-15.9KClosed |
$267K - $369K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.79KNew |
$147K - $203K
|
8.79K
$330K
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-188KClosed |
$3.15M - $4.35M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.4KClosed |
$90.4K - $125K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-163KClosed |
$2.73M - $3.77M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-848Closed |
$14.2K - $19.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$1.16K - $1.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14.3KClosed |
$240K - $331K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-81Closed |
$1.36K - $1.87K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-104Closed |
$1.74K - $2.41K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.61K+ 45.64% |
$77.1K - $107K
|
14.7K
$552K
|
|
Aug 11, 2020
Q2 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.47KClosed |
$58K - $80.1K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.69KClosed |
$28.3K - $39K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$8.38K - $11.6K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-67Closed |
$1.12K - $1.55K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-10.3KClosed |
$172K - $238K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14.2KClosed |
$238K - $329K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15.9KClosed |
$267K - $368K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-2.66KClosed |
$44.5K - $61.5K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-79Closed |
$1.32K - $1.83K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-22.3KClosed |
$373K - $516K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.79KClosed |
$131K - $232K
|
0
$0
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-645Closed |
$9.59K - $17K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.39KClosed |
$140K - $248K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2KClosed |
$29.7K - $52.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.51KClosed |
$22.5K - $39.9K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-17.9KClosed |
$265K - $471K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.4KClosed |
$50.6K - $89.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-600Closed |
$8.92K - $15.8K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.5KClosed |
$215K - $381K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Covington Capital Management
|
SELL
|
- |
-4.18KClosed |
$62.2K - $110K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-12.8KClosed |
$190K - $337K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-42.4KClosed |
$630K - $1.12M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-38.3KClosed |
$570K - $1.01M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-60.2KClosed |
$895K - $1.59M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-23.7KClosed |
$352K - $624K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-13.7KClosed |
$204K - $361K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.95KClosed |
$148K - $262K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-579KClosed |
$8.61M - $15.3M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10.9KClosed |
$162K - $287K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Clean Yield Group
|
SELL
|
- |
-1.67KClosed |
$24.8K - $43.9K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-20KClosed |
$297K - $527K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.9KClosed |
$267K - $473K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.31KClosed |
$19.4K - $34.4K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-572KClosed |
$8.5M - $15.1M
|
0
$0
|