Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.79KNew |
$182K - $200K
|
6.79K
$243K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.78K+ 2.65% |
$182K - $200K
|
262K
$9.39M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.8K+ 0.4% |
$156K - $171K
|
1.45M
$52M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.64KNew |
$151K - $166K
|
5.64K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.22K+ 2.27% |
$140K - $154K
|
235K
$8.42M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.13K+ 3.59% |
$138K - $151K
|
148K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.04K+ 9.4% |
$108K - $119K
|
47K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 127.5% |
$103K - $113K
|
6.83K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$96.8K - $107K
|
3.61K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.26K+ 8.35% |
$87.6K - $96.4K
|
42.3K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 48.07% |
$85.9K - $94.6K
|
9.87K
$353K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.15K+ 2.75% |
$84.5K - $93K
|
118K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92K+ 35.84% |
$78.5K - $86.3K
|
11.1K
$397K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 9.69% |
$76.7K - $84.4K
|
32.3K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 43.21% |
$64.4K - $70.9K
|
7.96K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.29K+ 1.94% |
$61.5K - $67.7K
|
120K
$4.3M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.88K+ 3.09% |
$50.4K - $55.4K
|
62.6K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.83K+ 5.04% |
$49K - $54K
|
38.1K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.41% |
$45.4K - $49.9K
|
71.8K
$2.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 0.36% |
$45.3K - $49.8K
|
476K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.64K+ 12.72% |
$44K - $48.5K
|
14.5K
$521K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.63K+ 3.39% |
$43.8K - $48.2K
|
49.8K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.56K+ 9.3% |
$41.9K - $46.2K
|
18.4K
$658K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.51K+ 192.48% |
$40.5K - $44.6K
|
2.3K
$82.2K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24KNew |
$33.3K - $36.7K
|
1.24K
$44.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.24K+ 0.9% |
$33.3K - $36.6K
|
138K
$4.96M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21KNew |
$32.5K - $35.8K
|
1.21K
$43.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18KNew |
$31.6K - $34.8K
|
1.18K
$42.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.03KNew |
$27.6K - $30.3K
|
1.03K
$36.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
988+ 1.92% |
$26.5K - $29.2K
|
52.4K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
882+ 7.39% |
$23.7K - $26K
|
12.8K
$459K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
718+ 2.97% |
$19.3K - $21.2K
|
24.9K
$890K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
700+ 9.06% |
$18.8K - $20.7K
|
8.43K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
696+ 3.51% |
$18.7K - $20.6K
|
20.5K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
570+ 32.53% |
$15.3K - $16.8K
|
2.32K
$83.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
476+ 1.81% |
$12.8K - $14.1K
|
26.7K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
475+ 1.14% |
$12.7K - $14K
|
42.1K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
434+ 0.93% |
$11.6K - $12.8K
|
47.3K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
417+ 0.13% |
$11.2K - $12.3K
|
316K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
404New |
$10.8K - $11.9K
|
404
$14.5K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
385+ 1.45% |
$10.3K - $11.4K
|
27K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
257+ 1.99% |
$6.9K - $7.59K
|
13.2K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$6.71K - $7.38K
|
250
$8.95K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
234+ 0.4% |
$6.28K - $6.91K
|
58.6K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
231+ 0.89% |
$6.2K - $6.82K
|
26.1K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
221+ 0.58% |
$5.93K - $6.53K
|
38K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
218+ 1.11% |
$5.85K - $6.44K
|
19.8K
$711K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
216+ 1.06% |
$5.8K - $6.38K
|
20.6K
$738K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
202+ 1.77% |
$5.42K - $5.97K
|
11.6K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
189New |
$5.07K - $5.58K
|
189
$6.77K
|