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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
173+ 1.01% |
$4.64K - $5.11K
|
17.3K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
156+ 0.83% |
$4.19K - $4.61K
|
19K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
155+ 17.17% |
$4.16K - $4.58K
|
1.06K
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
155+ 11.35% |
$4.16K - $4.58K
|
1.52K
$54.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
142+ 0.9% |
$3.81K - $4.19K
|
15.8K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137+ 2.27% |
$3.68K - $4.05K
|
6.19K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
136+ 1.77% |
$3.65K - $4.02K
|
7.83K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
119+ 0.78% |
$3.19K - $3.51K
|
15.4K
$550K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
114+ 0.67% |
$3.06K - $3.37K
|
17.1K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.98K - $3.28K
|
111
$3.96K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
105+ 0.89% |
$2.82K - $3.1K
|
11.8K
$422K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
102+ 0.56% |
$2.74K - $3.01K
|
18.2K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
95+ 0.49% |
$2.55K - $2.81K
|
19.5K
$695K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 0.8% |
$2.01K - $2.21K
|
9.42K
$336K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
73+ 0.94% |
$1.96K - $2.16K
|
7.81K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
68+ 0.6% |
$1.82K - $2.01K
|
11.4K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 0.74% |
$1.8K - $1.98K
|
9.08K
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
55+ 0.21% |
$1.48K - $1.62K
|
26K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
49+ 0.35% |
$1.31K - $1.45K
|
14.1K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29+ 0.33% |
$778 - $856
|
8.72K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.44% |
$429 - $472
|
3.65K
$130K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.09% |
$402 - $443
|
15.9K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
12+ 0.04% |
$322 - $354
|
29.4K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.42% |
$295 - $325
|
2.63K
$93.7K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
7+ 0.02% |
$188 - $207
|
43.4K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6+ 0.05% |
$161 - $177
|
11.6K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.64% |
$107 - $118
|
248
$8.84K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 1.07% |
$80.5 - $88.6
|
283
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$53.7 - $59.1
|
2
$71.3
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.23% |
$26.8 - $29.5
|
32
$1.14K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.94% |
$26.8 - $29.5
|
35
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.96% |
$26.8 - $29.5
|
105
$3.74K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10- 0.91% |
$268 - $295
|
1.09K
$38.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.11% |
$537 - $591
|
18.2K
$648K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41- 0.56% |
$1.1K - $1.21K
|
7.23K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-86- 0.3% |
$2.31K - $2.54K
|
28.5K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-115- 0.57% |
$3.09K - $3.4K
|
20.2K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-124- 1.17% |
$3.33K - $3.66K
|
10.4K
$372K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-171- 0.66% |
$4.59K - $5.05K
|
25.8K
$921K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-182- 1.75% |
$4.88K - $5.37K
|
10.2K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185- 33.64% |
$4.96K - $5.46K
|
365
$13K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-190- 0.81% |
$5.1K - $5.61K
|
23.1K
$825K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-240- 0.43% |
$6.44K - $7.09K
|
55.4K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-311- 0.37% |
$8.34K - $9.18K
|
84K
$2.99M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-324- 3.13% |
$8.69K - $9.57K
|
10K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-351- 1.14% |
$9.42K - $10.4K
|
30.5K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-354- 0.26% |
$9.5K - $10.5K
|
138K
$4.91M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-376- 4.0% |
$10.1K - $11.1K
|
9.04K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-393- 5.06% |
$10.5K - $11.6K
|
7.37K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-452- 0.96% |
$12.1K - $13.3K
|
46.6K
$1.66M
|