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 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-146- 3.07% |
$3.86K - $4.11K
|
4.6K
$173K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
484+ 5.34% |
$12.8K - $13.6K
|
9.55K
$359K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.01K- 2.02% |
$132K - $141K
|
243K
$9.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.11K- 6.78% |
$29.3K - $31.2K
|
15.3K
$574K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-167- 1.69% |
$4.41K - $4.7K
|
9.73K
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
539+ 3.91% |
$14.2K - $15.2K
|
14.3K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
278New |
$7.34K - $7.82K
|
278
$10.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 34.6% |
$124K - $132K
|
8.88K
$334K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
478New |
$12.6K - $13.5K
|
478
$18K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 4.9% |
$31.2K - $33.2K
|
22.9K
$861K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-122- 45.19% |
$3.22K - $3.43K
|
148
$5.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-325- 70.04% |
$8.59K - $9.15K
|
139
$5.22K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-50.9K- 50.6% |
$1.34M - $1.43M
|
49.7K
$1.87M
|
|
| Q2 2023 | |||||||
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-8.37KClosed |
$219K - $229K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.9KNew |
$313K - $327K
|
11.9K
$449K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
331New |
$8.69K - $9.06K
|
331
$12.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.34KNew |
$35.2K - $36.7K
|
1.34K
$50.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 90.23% |
$536K - $559K
|
2.21K
$83.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-967- 10.63% |
$25.4K - $26.5K
|
8.13K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.77KNew |
$204K - $213K
|
7.77K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
530+ 0.45% |
$13.9K - $14.5K
|
119K
$4.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-175- 6.76% |
$4.59K - $4.79K
|
2.41K
$90.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 9.02% |
$34.7K - $36.2K
|
13.3K
$501K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-502- 43.58% |
$13.2K - $13.7K
|
650
$24.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.2K- 64.66% |
$372K - $388K
|
7.75K
$291K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
107KNew |
$2.82M - $2.94M
|
107K
$4.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-68- 0.78% |
$1.78K - $1.86K
|
8.65K
$325K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
420New |
$11K - $11.5K
|
420
$15.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
8.03KNew |
$211K - $220K
|
8.03K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.9K+ 48.39% |
$2.18M - $2.27M
|
254K
$9.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
133New |
$3.49K - $3.64K
|
133
$5K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-778- 7.11% |
$20.4K - $21.3K
|
10.2K
$382K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-900- 7.04% |
$23.6K - $24.6K
|
11.9K
$446K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
349New |
$8.87K - $9.65K
|
349
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.1K- 11.73% |
$27.9K - $30.3K
|
8.25K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.4K- 7.42% |
$773K - $840K
|
379K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
140K+ 178.89% |
$3.56M - $3.87M
|
218K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$263K - $286K
|
10.4K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-852- 0.87% |
$21.7K - $23.5K
|
97.6K
$3.67M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$50.8 - $55.3
|
15.4K
$580K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-233K- 95.0% |
$5.93M - $6.45M
|
12.3K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-626- 5.83% |
$15.9K - $17.3K
|
10.1K
$380K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
19.8K+ 68.22% |
$502K - $546K
|
48.7K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
998+ 13.04% |
$25.4K - $27.6K
|
8.65K
$325K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
122New |
$3.1K - $3.37K
|
122
$4.58K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 0.49% |
$2.06K - $2.24K
|
16.6K
$623K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$15.2K - $16.5K
|
596
$22.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$8.26K - $8.98K
|
325
$12.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.6KNew |
$880K - $957K
|
34.6K
$1.3M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
253New |
$6.22K - $7.06K
|
253
$9.51K
|
|