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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-519- 1.02% |
$15.8K - $17.6K
|
50.4K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-527- 2.08% |
$16K - $17.9K
|
24.8K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-536- 1.62% |
$16.3K - $18.2K
|
32.5K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-554- 2.63% |
$16.8K - $18.8K
|
20.5K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-562- 4.71% |
$17.1K - $19.1K
|
11.4K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-675- 4.38% |
$20.5K - $23K
|
14.8K
$526K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-728- 1.22% |
$22.1K - $24.8K
|
59K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-759- 9.64% |
$23.1K - $25.8K
|
7.11K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-764- 4.11% |
$23.2K - $26K
|
17.8K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-840- 3.38% |
$25.5K - $28.6K
|
24K
$856K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-901- 3.05% |
$27.4K - $30.6K
|
28.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-903Closed |
$27.4K - $30.7K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-960- 9.56% |
$29.2K - $32.6K
|
9.08K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 2.24% |
$37.2K - $41.6K
|
53.4K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.28% |
$37.5K - $42K
|
22.2K
$791K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.28K- 15.86% |
$39K - $43.6K
|
6.81K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 0.86% |
$39.5K - $44.2K
|
151K
$5.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.47K- 10.04% |
$44.7K - $50K
|
13.2K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.5K- 1.79% |
$45.4K - $50.8K
|
81.9K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.62K- 26.79% |
$49.2K - $55.1K
|
4.43K
$158K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.91K- 15.23% |
$58.1K - $65.1K
|
10.7K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 90.23% |
$58.4K - $65.3K
|
208
$7.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.97K- 1.09% |
$59.8K - $66.9K
|
179K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2K- 80.0% |
$60.8K - $68K
|
500
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.14K- 7.5% |
$65K - $72.8K
|
26.4K
$941K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.14K- 3.77% |
$65.1K - $72.9K
|
54.7K
$1.95M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.19K- 1.59% |
$66.6K - $74.5K
|
135K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.37K- 3.1% |
$71.9K - $80.5K
|
74.1K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.6K- 27.37% |
$79K - $88.4K
|
6.9K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.62K- 3.83% |
$79.4K - $88.9K
|
65.7K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.7K- 4.41% |
$82K - $91.8K
|
58.6K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.91K- 11.13% |
$88.3K - $98.8K
|
23.2K
$828K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.21K- 2.77% |
$97.6K - $109K
|
113K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 1.56% |
$105K - $117K
|
218K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 30.8% |
$109K - $122K
|
8.06K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.69K- 8.88% |
$112K - $125K
|
37.8K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.81K- 34.31% |
$116K - $130K
|
7.29K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.82K- 5.15% |
$116K - $130K
|
70.5K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.83K- 79.27% |
$116K - $130K
|
1K
$35.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.97K- 2.66% |
$121K - $135K
|
145K
$5.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.32K- 1.25% |
$131K - $147K
|
341K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.5K- 8.56% |
$137K - $153K
|
48K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.98K- 8.52% |
$151K - $169K
|
53.5K
$1.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-6.71K- 3.68% |
$204K - $228K
|
175K
$6.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.76K- 0.61% |
$205K - $230K
|
1.1M
$39.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.74K- 20.26% |
$235K - $263K
|
30.4K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.69K- 31.19% |
$264K - $295K
|
19.2K
$683K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.33K- 32.53% |
$283K - $317K
|
19.3K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.48K- 15.47% |
$288K - $322K
|
51.8K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.64K- 52.81% |
$293K - $328K
|
8.61K
$307K
|