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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.14K- 3.77% |
$65.1K - $72.9K
|
54.7K
$1.96M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.19K- 1.59% |
$66.6K - $74.5K
|
135K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.37K- 3.1% |
$71.9K - $80.5K
|
74.1K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.42K- 0.87% |
$73.4K - $82.1K
|
274K
$9.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.6K- 27.37% |
$79K - $88.4K
|
6.9K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.62K- 3.83% |
$79.4K - $88.9K
|
65.7K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.7K- 4.41% |
$82K - $91.8K
|
58.6K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.79K- 2.92% |
$84.8K - $94.9K
|
92.9K
$3.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.91K- 11.13% |
$88.3K - $98.8K
|
23.2K
$831K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.21K- 2.77% |
$97.6K - $109K
|
113K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 1.56% |
$105K - $117K
|
218K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 30.8% |
$109K - $122K
|
8.06K
$289K
|
|
|
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
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.82K- 5.15% |
$116K - $130K
|
70.5K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.83K- 79.27% |
$116K - $130K
|
1K
$35.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.97K- 2.66% |
$121K - $135K
|
145K
$5.21M
|
|
|
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
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.98K- 8.52% |
$151K - $169K
|
53.5K
$1.92M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-6.71K- 3.68% |
$204K - $228K
|
175K
$6.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.76K- 0.61% |
$205K - $230K
|
1.1M
$39.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.74K- 20.26% |
$235K - $263K
|
30.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.01K- 4.27% |
$243K - $272K
|
179K
$6.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.69K- 31.19% |
$264K - $295K
|
19.2K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.9K- 5.89% |
$270K - $303K
|
142K
$5.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.33K- 32.53% |
$283K - $317K
|
19.3K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.48K- 15.47% |
$288K - $322K
|
51.8K
$1.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.52K- 7.27% |
$289K - $324K
|
121K
$4.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.64K- 52.81% |
$293K - $328K
|
8.61K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-9.65K- 23.59% |
$293K - $328K
|
31.2K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 26.71% |
$307K - $344K
|
27.7K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11K- 34.62% |
$333K - $373K
|
20.7K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.5K- 1.06% |
$350K - $392K
|
1.07M
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.9K- 90.11% |
$360K - $403K
|
1.3K
$46.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 5.47% |
$387K - $433K
|
220K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13K- 46.19% |
$396K - $443K
|
15.2K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18K- 7.78% |
$546K - $611K
|
213K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-18.7K- 5.62% |
$569K - $636K
|
314K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 16.88% |
$640K - $716K
|
104K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-22.1K- 2.22% |
$673K - $753K
|
976K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 1.14% |
$717K - $802K
|
2.05M
$73.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23.9K- 5.22% |
$727K - $813K
|
434K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 2.9% |
$732K - $819K
|
806K
$28.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.3K- 7.29% |
$768K - $859K
|
321K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.3K- 7.29% |
$768K - $859K
|
321K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-26.6K- 8.13% |
$807K - $903K
|
300K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-34.3K- 19.3% |
$1.04M - $1.17M
|
144K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-35.4K- 35.79% |
$1.08M - $1.2M
|
63.5K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-35.8K- 66.4% |
$1.09M - $1.22M
|
18.1K
$648K
|