Latest Institutional Purchases of First Tr Exchange Traded Iv (EMLP)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Iv (EMLP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$71K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.2KNew |
$33.9K - $37.3K
|
1.2K
$43.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
683New |
$19.3K - $21.2K
|
683
$24.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
513+ 271.43% |
$14.5K - $16K
|
702
$25.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432+ 12.41% |
$12.2K - $13.4K
|
3.91K
$142K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
311+ 4.51% |
$8.79K - $9.67K
|
7.21K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 3.7% |
$8.16K - $8.99K
|
8.1K
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$1.41K - $1.56K
|
50
$1.82K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40New |
$1.13K - $1.24K
|
40
$1.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$1.02K - $1.12K
|
36
$1.31K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27New |
$763 - $840
|
27
$981
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.32% |
$509 - $560
|
5.66K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.23% |
$170 - $187
|
2.63K
$95.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 43.14% |
$424K - $467K
|
52.5K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.4K+ 123.24% |
$280K - $308K
|
18.9K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.81KNew |
$236K - $260K
|
8.81K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 48.07% |
$85.9K - $94.6K
|
9.87K
$359K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$32.5K - $35.8K
|
1.21K
$44K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18KNew |
$31.6K - $34.8K
|
1.18K
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
882+ 7.39% |
$23.7K - $26K
|
12.8K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$6.71K - $7.38K
|
250
$9.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
202+ 1.77% |
$5.42K - $5.97K
|
11.6K
$423K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
119+ 0.78% |
$3.19K - $3.51K
|
15.4K
$561K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.98K - $3.28K
|
111
$4.03K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.23% |
$26.8 - $29.5
|
32
$1.16K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
133KNew |
$3.37M - $3.71M
|
133K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.77KNew |
$197K - $217K
|
7.77K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.48KNew |
$190K - $209K
|
7.48K
$272K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7KNew |
$43K - $47.4K
|
1.7K
$61.6K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.42KNew |
$36K - $39.6K
|
1.42K
$51.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$25.4K - $28K
|
1K
$36.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
684+ 2.3% |
$17.4K - $19.1K
|
30.4K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
400New |
$10.2K - $11.2K
|
400
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
159New |
$4.04K - $4.45K
|
159
$5.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29New |
$736 - $811
|
29
$1.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16+ 0.2% |
$406 - $448
|
7.91K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1New |
$25.4 - $28
|
1
$36.3
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$25.4 - $28
|
203
$7.38K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
539+ 3.91% |
$14.2K - $15.2K
|
14.3K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
484+ 5.34% |
$12.8K - $13.6K
|
9.55K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
478New |
$12.6K - $13.5K
|
478
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
280New |
$7.4K - $7.88K
|
280
$10.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
278New |
$7.34K - $7.82K
|
278
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$7.27K - $7.74K
|
275
$9.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
238New |
$6.29K - $6.7K
|
238
$8.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
40+ 0.12% |
$1.06K - $1.13K
|
32.5K
$1.18M
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
107KNew |
$2.82M - $2.94M
|
107K
$3.9M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.9K+ 48.39% |
$2.18M - $2.27M
|
254K
$9.24M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.9KNew |
$313K - $327K
|
11.9K
$434K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
8.03KNew |
$211K - $220K
|
8.03K
$292K
|
|