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 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.75K+ 2.97% |
$235K - $264K
|
269K
$9.89M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
591+ 0.67% |
$18K - $20.1K
|
88.3K
$3.25M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.3K+ 58.43% |
$222K - $248K
|
19.8K
$729K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
139+ 1.96% |
$4.22K - $4.73K
|
7.23K
$266K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.28K- 15.86% |
$39K - $43.6K
|
6.81K
$250K
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-127K- 9.24% |
$3.84M - $4.3M
|
1.24M
$45.7M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
58+ 0.21% |
$1.76K - $1.97K
|
28.2K
$1.04M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 0.74% |
$2.04K - $2.28K
|
9.15K
$337K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.32K- 1.25% |
$131K - $147K
|
341K
$12.6M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-22.1K- 2.22% |
$673K - $753K
|
976K
$35.9M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-492- 1.13% |
$14.9K - $16.7K
|
42.9K
$1.58M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-562- 4.71% |
$17.1K - $19.1K
|
11.4K
$419K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18K- 7.78% |
$546K - $611K
|
213K
$7.84M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
565New |
$17.2K - $19.2K
|
565
$20.8K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-554- 2.63% |
$16.8K - $18.8K
|
20.5K
$754K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 5.27% |
$63.3K - $70.8K
|
41.6K
$1.53M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.28% |
$37.5K - $42K
|
22.2K
$816K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.91K- 15.23% |
$58.1K - $65.1K
|
10.7K
$392K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.6K- 27.37% |
$79K - $88.4K
|
6.9K
$254K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.9KNew |
$57.6K - $64.4K
|
1.9K
$69.7K
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
541K+ 4412.6% |
$16.4M - $18.4M
|
553K
$20.4M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.76K- 0.61% |
$205K - $230K
|
1.1M
$40.3M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-68.5K- 22.65% |
$2.08M - $2.33M
|
234K
$8.6M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.51% |
$1.43K - $1.6K
|
9.22K
$339K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 0.23% |
$1.55K - $1.73K
|
22.2K
$816K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
49+ 0.25% |
$1.49K - $1.67K
|
19.6K
$721K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44.9K+ 6.15% |
$1.37M - $1.53M
|
775K
$28.5M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.42KNew |
$165K - $184K
|
5.42K
$199K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 20.0% |
$213 - $238
|
28
$1.03K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.37K- 3.1% |
$71.9K - $80.5K
|
74.1K
$2.73M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-262- 1.23% |
$7.96K - $8.91K
|
21.1K
$775K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-840- 3.38% |
$25.5K - $28.6K
|
24K
$884K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-519- 1.02% |
$15.8K - $17.6K
|
50.4K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44+ 0.12% |
$1.34K - $1.5K
|
35.6K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.55KNew |
$199K - $223K
|
6.55K
$241K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07K+ 6.76% |
$32.6K - $36.5K
|
17K
$624K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 1.73% |
$213 - $238
|
411
$15.1K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-901- 3.05% |
$27.4K - $30.6K
|
28.7K
$1.05M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.98K- 8.52% |
$151K - $169K
|
53.5K
$1.97M
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
29+ 0.28% |
$881 - $986
|
10.5K
$387K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 0.12% |
$425 - $476
|
11.5K
$423K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.7K- 4.41% |
$82K - $91.8K
|
58.6K
$2.15M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 27.58% |
$1.11M - $1.25M
|
169K
$6.24M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 56.71% |
$12.1K - $13.5K
|
303
$11.1K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 7900.0% |
$4.8K - $5.37K
|
160
$5.89K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 66.96% |
$4.56K - $5.1K
|
74
$2.72K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.21K- 2.77% |
$97.6K - $109K
|
113K
$4.15M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 1.18% |
$6.08K - $6.8K
|
16.7K
$614K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-423- 1.48% |
$12.9K - $14.4K
|
28.2K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.32KNew |
$223K - $249K
|
7.32K
$269K
|