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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2.15K- 1.93% |
$76.9K - $82.2K
|
109K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.4K+ 287.99% |
$623K - $667K
|
23.5K
$904K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.11K+ 18.21% |
$39.6K - $42.4K
|
7.19K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-10.1K- 3.44% |
$361K - $386K
|
283K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.31KNew |
$118K - $127K
|
3.31K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.52KNew |
$197K - $211K
|
5.52K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-220- 20.43% |
$7.87K - $8.42K
|
857
$33K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
93New |
$3.33K - $3.56K
|
93
$3.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
132New |
$4.72K - $5.05K
|
132
$5.09K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-208- 0.78% |
$7.44K - $7.96K
|
26.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.64KNew |
$202K - $216K
|
5.64K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
324+ 3.33% |
$11.6K - $12.4K
|
10K
$387K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
3.3K+ 24.14% |
$111K - $126K
|
17K
$654K
|
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
69New |
$2.32K - $2.64K
|
69
$2.66K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-300- 2.53% |
$10.1K - $11.5K
|
11.6K
$446K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
61New |
$2.06K - $2.33K
|
61
$2.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-305- 2.28% |
$10.3K - $11.7K
|
13.1K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.7KNew |
$192K - $218K
|
5.7K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.13% |
$33.7 - $38.2
|
33
$1.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.8KNew |
$60.6K - $68.8K
|
1.8K
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
693New |
$23.3K - $26.5K
|
693
$26.7K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.3KNew |
$382K - $434K
|
11.3K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.8K- 3.07% |
$60.6K - $68.8K
|
56.8K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 68.23% |
$185K - $210K
|
2.56K
$98.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-567- 5.39% |
$19.1K - $21.7K
|
9.95K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-334- 66.8% |
$11.3K - $12.8K
|
166
$6.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
77New |
$2.59K - $2.94K
|
77
$2.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-55- 50.93% |
$1.85K - $2.1K
|
53
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-724- 30.05% |
$24.4K - $27.7K
|
1.69K
$64.9K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-59.2KClosed |
$2M - $2.27M
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.7KNew |
$359K - $407K
|
10.7K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.7KNew |
$2.55M - $2.9M
|
75.7K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.42% |
$1.31K - $1.49K
|
9.26K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
735New |
$24.8K - $28.1K
|
735
$28.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$27.8K - $31.5K
|
825
$31.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.57K- 35.5% |
$53K - $60.1K
|
2.86K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$505 - $574
|
6.54K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-275- 45.61% |
$9.26K - $10.5K
|
328
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
47+ 0.65% |
$1.58K - $1.8K
|
7.28K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.26K- 17.15% |
$42.3K - $48K
|
6.07K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.87KNew |
$198K - $224K
|
5.87K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
581+ 0.75% |
$19.6K - $22.2K
|
78.6K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.25% |
$842 - $956
|
9.89K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-453- 16.7% |
$15.3K - $17.3K
|
2.26K
$87.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
494KNew |
$16.6M - $18.9M
|
494K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$3.57K - $4.05K
|
106
$4.09K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
114New |
$3.84K - $4.36K
|
114
$4.39K
|
|