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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.3K- 11.7% |
$190K - $203K
|
40K
$1.48M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.65K- 62.26% |
$202K - $216K
|
3.43K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.05K- 41.34% |
$216K - $231K
|
8.58K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-6.15K- 17.44% |
$220K - $235K
|
29.1K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.4K- 33.88% |
$229K - $245K
|
12.5K
$463K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.41K- 44.62% |
$229K - $245K
|
7.95K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.41K- 6.91% |
$229K - $245K
|
86.4K
$3.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.43K- 11.43% |
$230K - $246K
|
49.8K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.81K- 4.88% |
$244K - $261K
|
133K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-7.1K- 27.98% |
$254K - $272K
|
18.3K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.22K- 0.75% |
$259K - $277K
|
956K
$35.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.24% |
$269K - $287K
|
136K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.92K- 12.28% |
$284K - $303K
|
56.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9K- 15.82% |
$322K - $344K
|
47.9K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-10.1K- 3.44% |
$361K - $386K
|
283K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-11.5K- 1.07% |
$410K - $439K
|
1.06M
$39.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 6.6% |
$505K - $540K
|
200K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 11.01% |
$652K - $698K
|
147K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-18.3K- 3.45% |
$656K - $702K
|
514K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27.1K- 2.61% |
$971K - $1.04M
|
1.01M
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27.9K- 9.16% |
$1M - $1.07M
|
277K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.4K- 20.56% |
$1.02M - $1.09M
|
110K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.4K- 3.81% |
$1.05M - $1.12M
|
740K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.1K- 9.37% |
$1.11M - $1.19M
|
301K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-38.8K- 11.36% |
$1.39M - $1.48M
|
302K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40.2K- 85.59% |
$1.44M - $1.54M
|
6.76K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-50.7K- 22.59% |
$1.82M - $1.94M
|
174K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-73.2K- 4.81% |
$2.62M - $2.8M
|
1.45M
$53.7M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-81.4K- 6.99% |
$2.91M - $3.12M
|
1.08M
$40.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-108K- 97.33% |
$3.85M - $4.12M
|
2.95K
$109K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-118K- 69.86% |
$4.21M - $4.5M
|
50.7K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-153K- 19.4% |
$5.46M - $5.84M
|
634K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-191K- 26.54% |
$6.82M - $7.3M
|
528K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-203K- 93.85% |
$7.26M - $7.76M
|
13.3K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-271K- 8.23% |
$9.69M - $10.4M
|
3.02M
$112M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09M- 98.44% |
$38.9M - $41.6M
|
17.2K
$639K
|