Purchases and Sales Made in Q1 2025 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q1 2025. 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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 9.44% |
$392K - $419K
|
127K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.11K+ 3.18% |
$326K - $349K
|
295K
$10.9M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.5K+ 1.65% |
$304K - $325K
|
522K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.48KNew |
$303K - $325K
|
8.48K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.28K+ 99.75% |
$296K - $317K
|
16.6K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.8K+ 37.3% |
$279K - $299K
|
28.7K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.48K+ 83144.44% |
$268K - $286K
|
7.49K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.4K+ 2.7% |
$265K - $283K
|
282K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.3K+ 9.27% |
$261K - $279K
|
86K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.19K+ 5.7% |
$257K - $275K
|
133K
$4.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.05K+ 8.07% |
$252K - $270K
|
94.4K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.83KNew |
$244K - $261K
|
6.83K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.52KNew |
$233K - $249K
|
6.52K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.34K+ 4.08% |
$227K - $243K
|
162K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$222K - $237K
|
6.2K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.04KNew |
$216K - $231K
|
6.04K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.03K+ 25.23% |
$216K - $231K
|
30K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.65K+ 164.97% |
$202K - $216K
|
9.08K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.64KNew |
$202K - $216K
|
5.64K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.57KNew |
$199K - $213K
|
5.57K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.52KNew |
$197K - $211K
|
5.52K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.5KNew |
$197K - $211K
|
5.5K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.45K+ 27.75% |
$195K - $208K
|
25.1K
$929K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.13K+ 7.14% |
$183K - $196K
|
76.9K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.94K+ 56.12% |
$177K - $189K
|
13.7K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.66K+ 18.04% |
$167K - $178K
|
30.5K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45K+ 72.97% |
$159K - $170K
|
10.6K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.14K+ 4.2% |
$148K - $158K
|
103K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.1K+ 54.99% |
$147K - $157K
|
11.5K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.09K+ 17.75% |
$146K - $157K
|
27.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 67.71% |
$136K - $145K
|
9.4K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.78K+ 11.59% |
$135K - $145K
|
36.4K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.6K+ 5.84% |
$129K - $138K
|
65.3K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.55K+ 2.03% |
$127K - $136K
|
178K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.31KNew |
$118K - $127K
|
3.31K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3.13K+ 4.71% |
$112K - $120K
|
69.7K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.1KNew |
$111K - $119K
|
3.1K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 6.95% |
$109K - $117K
|
46.9K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.81K+ 5.55% |
$101K - $108K
|
53.5K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.72K+ 36.9% |
$97.4K - $104K
|
10.1K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 1.95% |
$96.6K - $103K
|
141K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64K+ 9.57% |
$94.5K - $101K
|
30.3K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.44K+ 3.33% |
$87.2K - $93.3K
|
75.7K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.29K+ 5.29% |
$82.1K - $87.8K
|
45.6K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.22K+ 5.16% |
$79.5K - $85K
|
45.2K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08K+ 1.93% |
$74.4K - $79.5K
|
110K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.04K+ 54.27% |
$72.8K - $77.9K
|
5.79K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 21.28% |
$72.4K - $77.4K
|
11.5K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.01K+ 3.54% |
$72K - $77.1K
|
58.9K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.86K+ 8.53% |
$66.7K - $71.3K
|
23.7K
$879K
|