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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.84K+ 2.2% |
$65.7K - $70.2K
|
85.2K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.68K+ 295.94% |
$59.9K - $64.1K
|
2.24K
$83.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59K+ 9.02% |
$56.9K - $60.8K
|
19.2K
$712K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.58K+ 18.74% |
$56.5K - $60.4K
|
10K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 4.83% |
$53.3K - $57K
|
32.3K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.47KNew |
$52.6K - $56.3K
|
1.47K
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.43K+ 23.44% |
$51.1K - $54.6K
|
7.51K
$278K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.25KNew |
$44.7K - $47.8K
|
1.25K
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.17K+ 7.97% |
$41.9K - $44.8K
|
15.8K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 11.64% |
$41.2K - $44K
|
11K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.11K+ 18.21% |
$39.6K - $42.4K
|
7.19K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
993+ 4.74% |
$35.5K - $38K
|
22K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
973+ 2.36% |
$34.8K - $37.2K
|
42.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
905+ 0.34% |
$32.4K - $34.6K
|
266K
$9.86M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
810+ 13.46% |
$29K - $31K
|
6.83K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
810+ 0.19% |
$29K - $31K
|
419K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
761+ 26.58% |
$27.2K - $29.1K
|
3.62K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
704+ 6.39% |
$25.2K - $26.9K
|
11.7K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
612+ 5.39% |
$21.9K - $23.4K
|
12K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
600New |
$21.5K - $23K
|
600
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
400+ 18.11% |
$14.3K - $15.3K
|
2.61K
$96.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
381+ 0.33% |
$13.6K - $14.6K
|
117K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
375+ 2.07% |
$13.4K - $14.4K
|
18.5K
$687K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
338+ 5.07% |
$12.1K - $12.9K
|
7K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
324+ 1.27% |
$11.6K - $12.4K
|
25.9K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
324+ 3.33% |
$11.6K - $12.4K
|
10K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
273+ 3.23% |
$9.77K - $10.5K
|
8.73K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
259+ 2.59% |
$9.27K - $9.91K
|
10.2K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233+ 0.16% |
$8.34K - $8.92K
|
142K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
216+ 0.97% |
$7.73K - $8.27K
|
22.4K
$831K
|
|
|
Apr 01, 2025
Q1 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
209+ 0.32% |
$7.48K - $8K
|
65.3K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
195+ 0.95% |
$6.98K - $7.46K
|
20.7K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
182+ 0.45% |
$6.51K - $6.97K
|
40.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 1.75% |
$6.37K - $6.81K
|
10.4K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
169+ 0.63% |
$6.05K - $6.47K
|
27.2K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
151+ 0.8% |
$5.4K - $5.78K
|
19K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
145+ 0.78% |
$5.19K - $5.55K
|
18.7K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$4.83K - $5.17K
|
135
$5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
132New |
$4.72K - $5.05K
|
132
$4.89K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
129+ 1.23% |
$4.62K - $4.94K
|
10.6K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
126+ 2.32% |
$4.51K - $4.82K
|
5.57K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
126New |
$4.51K - $4.82K
|
126
$4.67K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
110+ 0.39% |
$3.94K - $4.21K
|
28.4K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
105+ 1.31% |
$3.76K - $4.02K
|
8.1K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
105+ 0.42% |
$3.76K - $4.02K
|
25.2K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 0.4% |
$3.47K - $3.71K
|
24.2K
$897K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
96+ 0.29% |
$3.44K - $3.67K
|
33.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
94+ 0.15% |
$3.36K - $3.6K
|
63.8K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
93New |
$3.33K - $3.56K
|
93
$3.45K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
87New |
$3.11K - $3.33K
|
87
$3.22K
|