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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.18K+ 2.44% |
$188K - $210K
|
259K
$9.27M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.09KNew |
$185K - $207K
|
6.09K
$218K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.08KNew |
$185K - $207K
|
6.08K
$218K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.42KNew |
$165K - $184K
|
5.42K
$194K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.33K+ 65.48% |
$162K - $181K
|
13.5K
$482K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.95K+ 83.75% |
$150K - $168K
|
10.9K
$389K
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.72K+ 17.05% |
$143K - $160K
|
32.4K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.5K+ 3.02% |
$137K - $153K
|
154K
$5.5M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 11.25% |
$132K - $148K
|
43K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.99K+ 0.53% |
$121K - $136K
|
757K
$27.1M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.87K+ 34.81% |
$118K - $132K
|
15K
$537K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.83K+ 61.21% |
$116K - $130K
|
10.1K
$362K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.42K+ 422.72% |
$104K - $116K
|
4.23K
$152K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.32K+ 32.65% |
$101K - $113K
|
13.5K
$483K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 7.49% |
$94.3K - $106K
|
44.6K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 37.75% |
$80.2K - $89.8K
|
9.63K
$345K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$65.2K - $72.9K
|
2.15K
$76.8K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 5.27% |
$63.3K - $70.8K
|
41.6K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.08KNew |
$63.2K - $70.7K
|
2.08K
$74.5K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.9KNew |
$57.6K - $64.4K
|
1.9K
$67.9K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 2.31% |
$46.3K - $51.8K
|
67.4K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52K+ 21.01% |
$46.1K - $51.6K
|
8.75K
$313K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 0.17% |
$42.6K - $47.6K
|
827K
$29.6M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 3.57% |
$42.4K - $47.5K
|
40.5K
$1.45M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.16K+ 16.0% |
$35.3K - $39.5K
|
8.42K
$301K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 1.34% |
$33.6K - $37.6K
|
83.4K
$2.99M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07K+ 6.76% |
$32.6K - $36.5K
|
17K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
944+ 0.58% |
$28.7K - $32.1K
|
165K
$5.9M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
899New |
$27.3K - $30.6K
|
899
$32.2K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
866+ 0.74% |
$26.3K - $29.4K
|
119K
$4.25M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
849+ 5.45% |
$25.8K - $28.9K
|
16.4K
$589K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
843+ 10.74% |
$25.6K - $28.7K
|
8.69K
$311K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
815New |
$24.8K - $27.7K
|
815
$29.2K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
734+ 1.64% |
$22.3K - $25K
|
45.4K
$1.63M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
603New |
$18.3K - $20.5K
|
603
$21.6K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
591+ 0.67% |
$18K - $20.1K
|
88.3K
$3.16M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
570+ 25.22% |
$17.3K - $19.4K
|
2.83K
$101K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
565New |
$17.2K - $19.2K
|
565
$20.2K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$15.2K - $17K
|
500
$17.9K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
442+ 4.8% |
$13.4K - $15K
|
9.66K
$346K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
410+ 10.05% |
$12.5K - $13.9K
|
4.49K
$161K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
353+ 1.92% |
$10.7K - $12K
|
18.7K
$670K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 1.8% |
$9.11K - $10.2K
|
16.9K
$606K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
288+ 2.89% |
$8.75K - $9.79K
|
10.2K
$367K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
257+ 10.13% |
$7.81K - $8.74K
|
2.8K
$100K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
240New |
$7.29K - $8.16K
|
240
$8.59K
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
237+ 0.86% |
$7.2K - $8.06K
|
27.9K
$999K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182New |
$5.53K - $6.19K
|
182
$6.52K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 7900.0% |
$4.8K - $5.37K
|
160
$5.73K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
155+ 6.93% |
$4.71K - $5.27K
|
2.39K
$85.7K
|