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 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
85+ 0.36% |
$3.04K - $3.25K
|
23.4K
$867K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
65+ 0.29% |
$2.33K - $2.49K
|
22.6K
$837K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
64+ 17.73% |
$2.29K - $2.45K
|
425
$15.8K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
64+ 0.8% |
$2.29K - $2.45K
|
8.1K
$300K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
56New |
$2K - $2.14K
|
56
$2.08K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
54+ 0.31% |
$1.93K - $2.07K
|
17.3K
$641K
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.8% |
$1.9K - $2.03K
|
6.65K
$246K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
49+ 0.42% |
$1.75K - $1.88K
|
11.6K
$431K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
45+ 0.23% |
$1.61K - $1.72K
|
19.8K
$733K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
44+ 0.22% |
$1.57K - $1.68K
|
19.7K
$730K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
44+ 0.54% |
$1.57K - $1.68K
|
8.24K
$305K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.14% |
$787 - $842
|
15.4K
$572K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.17% |
$787 - $842
|
13.1K
$486K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 4.31% |
$644 - $689
|
436
$16.2K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17New |
$608 - $651
|
17
$630
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
17+ 0.12% |
$608 - $651
|
14.2K
$526K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 3.53% |
$429 - $459
|
352
$13K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.27% |
$358 - $383
|
3.65K
$135K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9+ 3.05% |
$322 - $345
|
304
$11.3K
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
9+ 0.13% |
$322 - $345
|
6.86K
$254K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.05% |
$215 - $230
|
12K
$446K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.04% |
$179 - $191
|
12.7K
$472K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.72% |
$143 - $153
|
563
$20.9K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.97% |
$143 - $153
|
418
$15.5K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3+ 0.03% |
$107 - $115
|
9.25K
$343K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$71.6 - $76.6
|
13.5K
$500K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2+ 0.01% |
$71.6 - $76.6
|
17.8K
$661K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-9- 0.05% |
$322 - $345
|
18.4K
$681K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 35.29% |
$429 - $459
|
22
$815
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.12% |
$859 - $919
|
19.9K
$736K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34- 0.93% |
$1.22K - $1.3K
|
3.64K
$135K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-42- 13.33% |
$1.5K - $1.61K
|
273
$10.1K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-55- 0.3% |
$1.97K - $2.11K
|
18.4K
$682K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-119- 0.16% |
$4.26K - $4.56K
|
74K
$2.74M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-130- 0.88% |
$4.65K - $4.98K
|
14.6K
$540K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-147- 0.55% |
$5.26K - $5.63K
|
26.4K
$977K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-155- 0.62% |
$5.55K - $5.93K
|
24.7K
$915K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-159- 0.75% |
$5.69K - $6.09K
|
21K
$778K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-165- 0.36% |
$5.91K - $6.32K
|
45.4K
$1.68M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 4.33% |
$6.16K - $6.58K
|
3.8K
$141K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-208- 0.78% |
$7.44K - $7.96K
|
26.6K
$985K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-220- 20.43% |
$7.87K - $8.42K
|
857
$31.8K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-265- 0.6% |
$9.48K - $10.1K
|
44.1K
$1.63M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-290- 0.53% |
$10.4K - $11.1K
|
54.4K
$2.02M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-306- 4.28% |
$11K - $11.7K
|
6.84K
$253K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 2.62% |
$14.3K - $15.3K
|
14.9K
$551K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-410- 0.9% |
$14.7K - $15.7K
|
45.2K
$1.67M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-430- 3.71% |
$15.4K - $16.5K
|
11.2K
$413K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-453- 7.26% |
$16.2K - $17.3K
|
5.79K
$215K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-462- 40.99% |
$16.5K - $17.7K
|
665
$24.6K
|