Purchases and Sales Made in Q3 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
541K+ 4412.6% |
$16.4M - $18.4M
|
553K
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 15.43% |
$8.05M - $9.01M
|
1.98M
$70.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
208K+ 3200.05% |
$6.33M - $7.08M
|
215K
$7.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137K+ 555.58% |
$4.16M - $4.65M
|
161K
$5.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
107KNew |
$3.24M - $3.63M
|
107K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
98.4KNew |
$2.99M - $3.35M
|
98.4K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.9K+ 3.7% |
$2.43M - $2.72M
|
2.24M
$79.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
79K+ 4.19% |
$2.4M - $2.69M
|
1.96M
$70M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
76K+ 5.47% |
$2.31M - $2.58M
|
1.46M
$52.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
73.3K+ 1012.93% |
$2.23M - $2.49M
|
80.5K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
59.2KNew |
$1.8M - $2.01M
|
59.2K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44.9K+ 6.15% |
$1.37M - $1.53M
|
775K
$27.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 1.17% |
$1.26M - $1.41M
|
3.59M
$128M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 27.58% |
$1.11M - $1.25M
|
169K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.3K+ 1.1% |
$829K - $928K
|
2.5M
$89.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 5.21% |
$804K - $900K
|
534K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$800K - $895K
|
26.3K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
23.9KNew |
$727K - $813K
|
23.9K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.7KNew |
$721K - $807K
|
23.7K
$846K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 16.56% |
$499K - $559K
|
116K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 550.31% |
$434K - $485K
|
16.9K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13KNew |
$396K - $443K
|
13K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 7.46% |
$361K - $404K
|
171K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
10.7K+ 6.46% |
$324K - $363K
|
176K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.92KNew |
$301K - $337K
|
9.92K
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.8K+ 113.75% |
$298K - $333K
|
18.4K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9.3K+ 9.64% |
$283K - $316K
|
106K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.2KNew |
$249K - $279K
|
8.2K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.75K+ 2.97% |
$235K - $264K
|
269K
$9.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 1.88% |
$229K - $256K
|
409K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.47KNew |
$227K - $254K
|
7.47K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.32KNew |
$223K - $249K
|
7.32K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.3K+ 58.43% |
$222K - $248K
|
19.8K
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.02KNew |
$213K - $239K
|
7.02K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.55KNew |
$199K - $223K
|
6.55K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.26K+ 35.13% |
$190K - $213K
|
24.1K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.24K+ 29.5% |
$190K - $212K
|
27.4K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.18K+ 2.44% |
$188K - $210K
|
259K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.09KNew |
$185K - $207K
|
6.09K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.08KNew |
$185K - $207K
|
6.08K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.42KNew |
$165K - $184K
|
5.42K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.95K+ 83.75% |
$150K - $168K
|
10.9K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.72K+ 17.05% |
$143K - $160K
|
32.4K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.5K+ 3.02% |
$137K - $153K
|
154K
$5.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 11.25% |
$132K - $148K
|
43K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.87K+ 34.81% |
$118K - $132K
|
15K
$534K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.83K+ 61.21% |
$116K - $130K
|
10.1K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.42K+ 422.72% |
$104K - $116K
|
4.23K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 7.49% |
$94.3K - $106K
|
44.6K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 37.75% |
$80.2K - $89.8K
|
9.63K
$343K
|