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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$505 - $574
|
6.54K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.13% |
$33.7 - $38.2
|
33
$1.22K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.0% |
$33.7 - $38.2
|
43.4K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 5.21% |
$804K - $900K
|
534K
$19.8M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13KNew |
$396K - $443K
|
13K
$483K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.02KNew |
$213K - $239K
|
7.02K
$260K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.08KNew |
$63.2K - $70.7K
|
2.08K
$77.1K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.9KNew |
$57.6K - $64.4K
|
1.9K
$70.2K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
899New |
$27.3K - $30.6K
|
899
$33.3K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
815New |
$24.8K - $27.7K
|
815
$30.2K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
565New |
$17.2K - $19.2K
|
565
$20.9K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$15.2K - $17K
|
500
$18.5K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 1.8% |
$9.11K - $10.2K
|
16.9K
$628K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
240New |
$7.29K - $8.16K
|
240
$8.89K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182New |
$5.53K - $6.19K
|
182
$6.74K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
79New |
$2.4K - $2.69K
|
79
$2.93K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44New |
$1.34K - $1.5K
|
44
$1.63K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
29+ 0.28% |
$881 - $986
|
10.5K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
22New |
$668 - $748
|
22
$815
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
13+ 0.19% |
$395 - $442
|
7.02K
$260K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11+ 0.63% |
$334 - $374
|
1.77K
$65.5K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.8% |
$60.8 - $68
|
253
$9.38K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.1K+ 95.0% |
$877K - $966K
|
63.7K
$2.36M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.78KNew |
$191K - $211K
|
6.78K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.28K+ 0.58% |
$149K - $164K
|
916K
$33.9M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.91K+ 5.48% |
$139K - $153K
|
94.5K
$3.5M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.26KNew |
$63.9K - $70.4K
|
2.26K
$83.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.98KNew |
$55.8K - $61.4K
|
1.98K
$73.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.96KNew |
$55.2K - $60.8K
|
1.96K
$72.5K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.2KNew |
$33.9K - $37.3K
|
1.2K
$44.5K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
513+ 271.43% |
$14.5K - $16K
|
702
$26K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$1.41K - $1.56K
|
50
$1.85K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40New |
$1.13K - $1.24K
|
40
$1.48K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27New |
$763 - $840
|
27
$1K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.32% |
$509 - $560
|
5.66K
$210K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 43.14% |
$424K - $467K
|
52.5K
$1.94M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.81KNew |
$236K - $260K
|
8.81K
$327K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$32.5K - $35.8K
|
1.21K
$44.9K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$6.71K - $7.38K
|
250
$9.27K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
202+ 1.77% |
$5.42K - $5.97K
|
11.6K
$432K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
119+ 0.78% |
$3.19K - $3.51K
|
15.4K
$572K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.98K - $3.28K
|
111
$4.11K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
133KNew |
$3.37M - $3.71M
|
133K
$4.92M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.77KNew |
$197K - $217K
|
7.77K
$288K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.48KNew |
$190K - $209K
|
7.48K
$277K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$25.4K - $28K
|
1K
$37.1K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
684+ 2.3% |
$17.4K - $19.1K
|
30.4K
$1.13M
|