Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
67+ 0.39% |
$1.89K - $2.08K
|
17.1K
$610K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
66+ 0.15% |
$1.86K - $2.05K
|
43.4K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57+ 0.29% |
$1.61K - $1.77K
|
19.9K
$710K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56+ 0.29% |
$1.58K - $1.74K
|
19.6K
$697K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$1.41K - $1.56K
|
50
$1.78K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40New |
$1.13K - $1.24K
|
40
$1.43K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$1.02K - $1.12K
|
36
$1.28K
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
30+ 0.29% |
$848 - $933
|
10.5K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28+ 0.1% |
$791 - $871
|
28.2K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27New |
$763 - $840
|
27
$963
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
26+ 0.37% |
$735 - $809
|
7.09K
$253K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
24+ 0.04% |
$678 - $746
|
67.3K
$2.4M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$593 - $653
|
21
$749
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20+ 0.18% |
$565 - $622
|
11.1K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.17% |
$537 - $591
|
11.4K
$408K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.32% |
$509 - $560
|
5.66K
$202K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 1.19% |
$367 - $404
|
1.11K
$39.4K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13+ 0.05% |
$367 - $404
|
25.4K
$904K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.33% |
$339 - $373
|
3.62K
$129K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$283 - $311
|
42.1K
$1.5M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9+ 0.06% |
$254 - $280
|
15.9K
$567K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.19% |
$198 - $218
|
3.66K
$130K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
7+ 0.02% |
$198 - $218
|
43.4K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.23% |
$170 - $187
|
2.63K
$93.9K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.97% |
$84.8 - $93.3
|
311
$11.1K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.21% |
$84.8 - $93.3
|
251
$8.95K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.02% |
$56.5 - $62.2
|
9.08K
$324K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 0.07% |
$452 - $498
|
23K
$821K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 12.11% |
$763 - $840
|
196
$6.99K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27- 0.09% |
$763 - $840
|
30.5K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.5% |
$1.41K - $1.56K
|
9.95K
$355K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 1.01% |
$2.26K - $2.49K
|
7.85K
$280K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-85- 3.66% |
$2.4K - $2.64K
|
2.24K
$79.7K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-92- 0.59% |
$2.6K - $2.86K
|
15.4K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-104- 99.05% |
$2.94K - $3.23K
|
1
$35.7
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-113- 0.1% |
$3.19K - $3.51K
|
118K
$4.2M
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-122- 1.01% |
$3.45K - $3.79K
|
11.9K
$426K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-125- 0.69% |
$3.53K - $3.89K
|
18K
$643K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149- 29.45% |
$4.21K - $4.63K
|
357
$12.7K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-153- 1.5% |
$4.32K - $4.76K
|
10K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-155- 14.65% |
$4.38K - $4.82K
|
903
$32.2K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 2.2% |
$4.6K - $5.07K
|
7.23K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-170- 46.58% |
$4.8K - $5.29K
|
195
$6.95K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-174- 0.3% |
$4.92K - $5.41K
|
58.5K
$2.08M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-178- 0.27% |
$5.03K - $5.54K
|
66.1K
$2.36M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-180- 1.21% |
$5.09K - $5.6K
|
14.6K
$522K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-191- 1.05% |
$5.4K - $5.94K
|
18K
$643K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-200- 2.86% |
$5.65K - $6.22K
|
6.8K
$242K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-220- 0.75% |
$6.22K - $6.84K
|
29.2K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-250- 0.3% |
$7.06K - $7.78K
|
82.3K
$2.93M
|