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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.2K- 28.61% |
$429K - $472K
|
37.9K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.42KNew |
$210K - $231K
|
7.42K
$265K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.55K+ 1.05% |
$242K - $266K
|
826K
$29.4M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 12.28% |
$42.4K - $46.7K
|
10.7K
$382K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 1.88% |
$99.6K - $110K
|
184K
$6.57M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.16K- 2.2% |
$32.6K - $35.9K
|
51.3K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 1.19% |
$367 - $404
|
1.11K
$39.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.2KNew |
$33.9K - $37.3K
|
1.2K
$42.8K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432+ 12.41% |
$12.2K - $13.4K
|
3.91K
$139K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
241+ 2.11% |
$6.81K - $7.5K
|
11.6K
$415K
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.9K+ 6.47% |
$223K - $246K
|
130K
$4.63M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.28K+ 0.58% |
$149K - $164K
|
916K
$32.6M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-44.9K- 63.69% |
$1.27M - $1.4M
|
25.6K
$913K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.1K- 56.63% |
$370K - $408K
|
10K
$358K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
683New |
$19.3K - $21.2K
|
683
$24.3K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 0.07% |
$452 - $498
|
23K
$821K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.78KNew |
$191K - $211K
|
6.78K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-558- 36.69% |
$15.8K - $17.4K
|
963
$34.3K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.26KNew |
$63.9K - $70.4K
|
2.26K
$80.7K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27New |
$763 - $840
|
27
$963
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 14.12% |
$36K - $39.7K
|
7.76K
$277K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.1K+ 95.0% |
$877K - $966K
|
63.7K
$2.27M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-200- 2.86% |
$5.65K - $6.22K
|
6.8K
$242K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$1.41K - $1.56K
|
50
$1.78K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
311+ 4.51% |
$8.79K - $9.67K
|
7.21K
$257K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40New |
$1.13K - $1.24K
|
40
$1.43K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-125- 0.69% |
$3.53K - $3.89K
|
18K
$643K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 5.27% |
$70.5K - $77.6K
|
44.8K
$1.6M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27- 0.09% |
$763 - $840
|
30.5K
$1.09M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
513+ 271.43% |
$14.5K - $16K
|
702
$25K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.96KNew |
$55.2K - $60.8K
|
1.96K
$69.7K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.32% |
$509 - $560
|
5.66K
$202K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 12.11% |
$763 - $840
|
196
$6.99K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$1.02K - $1.12K
|
36
$1.28K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.79K- 6.7% |
$50.7K - $55.8K
|
25K
$891K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193K+ 15.29% |
$5.18M - $5.7M
|
1.46M
$51.9M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$32.5K - $35.8K
|
1.21K
$43.2K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.23% |
$26.8 - $29.5
|
32
$1.14K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
882+ 7.39% |
$23.7K - $26K
|
12.8K
$457K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.2KNew |
$273K - $300K
|
10.2K
$362K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.06K- 7.27% |
$109K - $120K
|
51.8K
$1.85M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 43.14% |
$424K - $467K
|
52.5K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.2M- 85.24% |
$32.2M - $35.4M
|
208K
$7.4M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18KNew |
$31.6K - $34.8K
|
1.18K
$42K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.98K - $3.28K
|
111
$3.96K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.74K- 24.39% |
$127K - $140K
|
14.7K
$524K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$6.71K - $7.38K
|
250
$8.91K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.4K+ 123.24% |
$280K - $308K
|
18.9K
$673K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 18.11% |
$21.5K - $23.6K
|
3.62K
$129K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 40.27% |
$40.2K - $44.3K
|
2.23K
$79.3K
|