Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-174- 0.3% |
$4.92K - $5.41K
|
58.5K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-170- 46.58% |
$4.8K - $5.29K
|
195
$6.52K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-155- 14.65% |
$4.38K - $4.82K
|
903
$30.2K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-153- 1.5% |
$4.32K - $4.76K
|
10K
$336K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149- 29.45% |
$4.21K - $4.63K
|
357
$11.9K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-125- 0.69% |
$3.53K - $3.89K
|
18K
$604K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-122- 1.01% |
$3.45K - $3.79K
|
11.9K
$399K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-113- 0.1% |
$3.19K - $3.51K
|
118K
$3.94M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-104- 99.05% |
$2.94K - $3.23K
|
1
$33.5
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-92- 0.59% |
$2.6K - $2.86K
|
15.4K
$516K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-85- 3.66% |
$2.4K - $2.64K
|
2.24K
$74.8K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 1.01% |
$2.26K - $2.49K
|
7.85K
$263K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.5% |
$1.41K - $1.56K
|
9.95K
$333K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27- 0.09% |
$763 - $840
|
30.5K
$1.02M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 12.11% |
$763 - $840
|
196
$6.56K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 0.07% |
$452 - $498
|
23K
$770K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.2M- 85.24% |
$32.2M - $35.4M
|
208K
$6.95M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 1.71% |
$7.35M - $8.09M
|
15.7M
$526M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.74K- 24.39% |
$127K - $140K
|
14.7K
$492K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.06K- 7.27% |
$109K - $120K
|
51.8K
$1.73M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.49K- 46.57% |
$93.6K - $103K
|
4K
$134K
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-2.31K- 7.44% |
$61.9K - $68.1K
|
28.7K
$959K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.99K- 11.91% |
$53.5K - $58.9K
|
14.8K
$493K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.7K- 2.7% |
$45.6K - $50.2K
|
61.3K
$2.05M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 40.27% |
$40.2K - $44.3K
|
2.23K
$74.4K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.25K- 1.42% |
$33.4K - $36.8K
|
86.5K
$2.89M
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-895- 22.56% |
$24K - $26.4K
|
3.07K
$103K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 18.11% |
$21.5K - $23.6K
|
3.62K
$121K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-756- 5.09% |
$20.3K - $22.3K
|
14.1K
$471K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-736Closed |
$19.7K - $21.7K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-650- 44.52% |
$17.4K - $19.2K
|
810
$27.1K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-632- 26.45% |
$17K - $18.7K
|
1.76K
$58.8K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600- 37.5% |
$16.1K - $17.7K
|
1K
$33.5K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-584- 2.71% |
$15.7K - $17.2K
|
21K
$703K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41- 0.56% |
$1.1K - $1.21K
|
7.23K
$242K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6K- 16.04% |
$152K - $168K
|
31.4K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.83K- 14.53% |
$148K - $163K
|
34.3K
$1.15M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.82K- 15.77% |
$71.6K - $78.9K
|
15.1K
$504K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.82K- 68.64% |
$46.2K - $50.9K
|
831
$27.8K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-407- 0.19% |
$10.3K - $11.4K
|
218K
$7.3M
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-50.9K- 50.6% |
$1.34M - $1.43M
|
49.7K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.9K- 0.51% |
$551K - $587K
|
4.04M
$135M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.15K- 45.06% |
$215K - $229K
|
9.94K
$333K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.01K- 2.02% |
$132K - $141K
|
243K
$8.12M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 34.6% |
$124K - $132K
|
8.88K
$297K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 4.9% |
$31.2K - $33.2K
|
22.9K
$767K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.11K- 6.78% |
$29.3K - $31.2K
|
15.3K
$511K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-831- 83.1% |
$22K - $23.4K
|
169
$5.65K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-595- 5.97% |
$15.7K - $16.7K
|
9.37K
$313K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-325- 70.04% |
$8.59K - $9.15K
|
139
$4.65K
|