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 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-258- 0.27% |
$7.29K - $8.02K
|
95.7K
$3.41M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-277- 4.48% |
$7.83K - $8.61K
|
5.91K
$211K
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-297- 4.03% |
$8.39K - $9.24K
|
7.08K
$252K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-320- 5.03% |
$9.04K - $9.95K
|
6.05K
$216K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-370- 0.05% |
$10.5K - $11.5K
|
753K
$26.8M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-428- 2.25% |
$12.1K - $13.3K
|
18.6K
$662K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-433- 1.91% |
$12.2K - $13.5K
|
22.2K
$793K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-450- 2.59% |
$12.7K - $14K
|
16.9K
$602K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-503- 5.18% |
$14.2K - $15.6K
|
9.21K
$328K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-503- 1.86% |
$14.2K - $15.6K
|
26.5K
$944K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-543- 1.91% |
$15.3K - $16.9K
|
27.9K
$993K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-558- 36.69% |
$15.8K - $17.4K
|
963
$34.3K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-560- 0.67% |
$15.8K - $17.4K
|
83.4K
$2.97M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-561- 0.31% |
$15.8K - $17.4K
|
180K
$6.43M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-623- 7.15% |
$17.6K - $19.4K
|
8.09K
$288K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-625- 4.45% |
$17.7K - $19.4K
|
13.4K
$479K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-636- 8.9% |
$18K - $19.8K
|
6.51K
$232K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-654- 0.19% |
$18.5K - $20.3K
|
346K
$12.3M
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-794- 3.87% |
$22.4K - $24.7K
|
19.7K
$703K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-815- 2.86% |
$23K - $25.3K
|
27.7K
$986K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-823- 0.59% |
$23.2K - $25.6K
|
138K
$4.91M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-965- 12.13% |
$27.3K - $30K
|
6.99K
$249K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-978- 6.4% |
$27.6K - $30.4K
|
14.3K
$510K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.02K- 14.04% |
$28.9K - $31.8K
|
6.26K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 1.43% |
$31.1K - $34.2K
|
76.1K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.16K- 2.2% |
$32.6K - $35.9K
|
51.3K
$1.83M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.17K- 0.45% |
$33.1K - $36.4K
|
261K
$9.31M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 14.12% |
$36K - $39.7K
|
7.76K
$277K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 3.14% |
$37.6K - $41.4K
|
41K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.37K- 6.42% |
$38.8K - $42.7K
|
20K
$713K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 12.28% |
$42.4K - $46.7K
|
10.7K
$382K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.52K- 0.65% |
$42.9K - $47.3K
|
231K
$8.24M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.67K- 4.48% |
$47.1K - $51.8K
|
35.5K
$1.27M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.98% |
$47.4K - $52.2K
|
54.6K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.7K- 2.13% |
$48K - $52.9K
|
78.3K
$2.79M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.71K- 34.17% |
$48.3K - $53.2K
|
3.29K
$117K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.75K- 5.04% |
$49.5K - $54.5K
|
33.1K
$1.18M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.79K- 6.7% |
$50.7K - $55.8K
|
25K
$891K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.8K- 8.35% |
$50.7K - $55.8K
|
19.7K
$702K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 29.3% |
$56.5K - $62.2K
|
4.83K
$172K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.18K- 4.99% |
$61.5K - $67.7K
|
41.5K
$1.48M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.19K- 4.0% |
$61.9K - $68.1K
|
52.5K
$1.87M
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.36K- 20.37% |
$66.7K - $73.5K
|
9.23K
$329K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.49K- 9.19% |
$70.4K - $77.5K
|
24.6K
$878K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 5.27% |
$70.5K - $77.6K
|
44.8K
$1.6M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.57K- 4.8% |
$72.6K - $79.9K
|
50.9K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.6K- 4.39% |
$73.3K - $80.7K
|
56.5K
$2.01M
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.96K- 5.95% |
$83.7K - $92.1K
|
46.8K
$1.67M
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.42K- 4.77% |
$96.7K - $106K
|
68.3K
$2.44M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.46K- 17.23% |
$97.8K - $108K
|
16.6K
$593K
|