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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.96KNew |
$55.2K - $60.8K
|
1.96K
$73.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 12.11% |
$763 - $840
|
196
$7.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.32% |
$509 - $560
|
5.66K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$1.02K - $1.12K
|
36
$1.35K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$32.5K - $35.8K
|
1.21K
$45.5K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.23% |
$26.8 - $29.5
|
32
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
882+ 7.39% |
$23.7K - $26K
|
12.8K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 43.14% |
$424K - $467K
|
52.5K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.06K- 7.27% |
$109K - $120K
|
51.8K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.74K- 24.39% |
$127K - $140K
|
14.7K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.98K - $3.28K
|
111
$4.17K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.2M- 85.24% |
$32.2M - $35.4M
|
208K
$7.81M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18KNew |
$31.6K - $34.8K
|
1.18K
$44.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$6.71K - $7.38K
|
250
$9.4K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.4K+ 123.24% |
$280K - $308K
|
18.9K
$709K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 40.27% |
$40.2K - $44.3K
|
2.23K
$83.6K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.49K- 46.57% |
$93.6K - $103K
|
4K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-756- 5.09% |
$20.3K - $22.3K
|
14.1K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-736Closed |
$19.7K - $21.7K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
202+ 1.77% |
$5.42K - $5.97K
|
11.6K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 48.07% |
$85.9K - $94.6K
|
9.87K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.99K- 11.91% |
$53.5K - $58.9K
|
14.8K
$554K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.81KNew |
$236K - $260K
|
8.81K
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
119+ 0.78% |
$3.19K - $3.51K
|
15.4K
$580K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-895- 22.56% |
$24K - $26.4K
|
3.07K
$115K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600- 37.5% |
$16.1K - $17.7K
|
1K
$37.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1New |
$25.4 - $28
|
1
$37.6
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
159New |
$4.04K - $4.45K
|
159
$5.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.83K- 14.53% |
$148K - $163K
|
34.3K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
133KNew |
$3.37M - $3.71M
|
133K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.77KNew |
$197K - $217K
|
7.77K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29New |
$736 - $811
|
29
$1.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
400New |
$10.2K - $11.2K
|
400
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16+ 0.2% |
$406 - $448
|
7.91K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.82K- 68.64% |
$46.2K - $50.9K
|
831
$31.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7KNew |
$43K - $47.4K
|
1.7K
$63.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$25.4 - $28
|
203
$7.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.82K- 15.77% |
$71.6K - $78.9K
|
15.1K
$566K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
684+ 2.3% |
$17.4K - $19.1K
|
30.4K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-407- 0.19% |
$10.3K - $11.4K
|
218K
$8.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$25.4K - $28K
|
1K
$37.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.48KNew |
$190K - $209K
|
7.48K
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6K- 16.04% |
$152K - $168K
|
31.4K
$1.18M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.9K- 0.51% |
$551K - $587K
|
4.04M
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
40+ 0.12% |
$1.06K - $1.13K
|
32.5K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-595- 5.97% |
$15.7K - $16.7K
|
9.37K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
280New |
$7.4K - $7.88K
|
280
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.15K- 45.06% |
$215K - $229K
|
9.94K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$7.27K - $7.74K
|
275
$10.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
238New |
$6.29K - $6.7K
|
238
$8.94K
|
|