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 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
|
|
Q4 2019 | |||||||
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
285New |
$6.9K - $7.28K
|
285
$10.6K
|
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$264K - $278K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7KClosed |
$258K - $272K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Parsons Capital Management Inc
|
SELL
|
- |
-8KClosed |
$194K - $204K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.76KClosed |
$91.1K - $96K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.91KClosed |
$46.1K - $48.7K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
287KNew |
$6.96M - $7.34M
|
287K
$10.6M
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-160KClosed |
$3.9M - $4.14M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-24.9KClosed |
$607K - $645K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.15KNew |
$28K - $29.8K
|
1.15K
$42.6K
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-580Closed |
$14.1K - $15K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-14.7KClosed |
$359K - $382K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-983Closed |
$24K - $25.5K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-650Closed |
$15.9K - $16.9K
|
0
$0
|
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-3.58KClosed |
$87.3K - $92.8K
|
0
$0
|
|
Q2 2019 | |||||||
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500Closed |
$12.2K - $12.7K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-11.2KClosed |
$273K - $285K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.4KClosed |
$423K - $442K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Holistic Financial Partners
|
SELL
|
- |
-45.7KClosed |
$1.11M - $1.16M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
60.1KNew |
$1.46M - $1.52M
|
60.1K
$2.23M
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-810Closed |
$19.7K - $20.6K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-300Closed |
$7.31K - $7.62K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-249Closed |
$6.06K - $6.32K
|
0
$0
|
|
Q1 2019 | |||||||
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-33Closed |
$707 - $818
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-109Closed |
$2.33K - $2.7K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-118- 99.16% |
$2.53K - $2.93K
|
1
$37.1
|
|
May 15, 2019
Q1 2019
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-26.7KClosed |
$571K - $662K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-23.9KClosed |
$511K - $592K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-800Closed |
$17.1K - $19.8K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-10.5KClosed |
$225K - $260K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$42.8K - $49.6K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.47KClosed |
$181K - $210K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13KClosed |
$279K - $323K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
68New |
$1.4K - $1.62K
|
68
$2.52K
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
-532KClosed |
$10.9M - $12.7M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.24KClosed |
$190K - $220K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-165KClosed |
$3.39M - $3.93M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-13.1KClosed |
$269K - $312K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-60Closed |
$1.23K - $1.43K
|
0
$0
|