Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
586KNew |
$19.7M - $22.4M
|
586K
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
532KNew |
$17.9M - $20.4M
|
532K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
494KNew |
$16.6M - $18.9M
|
494K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104K+ 5.06% |
$3.49M - $3.96M
|
2.15M
$80.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.7KNew |
$2.55M - $2.9M
|
75.7K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.6K+ 1.86% |
$2.24M - $2.55M
|
3.65M
$137M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
66.5KNew |
$2.24M - $2.54M
|
66.5K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64.3K+ 3.28% |
$2.17M - $2.46M
|
2.03M
$75.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63.8K+ 9343.63% |
$2.15M - $2.44M
|
64.5K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
63.7KNew |
$2.15M - $2.43M
|
63.7K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.2K+ 3.97% |
$1.96M - $2.22M
|
1.52M
$57M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
56.9KNew |
$1.92M - $2.18M
|
56.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.8K+ 29.59% |
$1.64M - $1.86M
|
214K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
45.6KNew |
$1.53M - $1.74M
|
45.6K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.2K+ 36.41% |
$1.49M - $1.69M
|
166K
$6.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 22.31% |
$1.29M - $1.46M
|
209K
$7.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
35.4K+ 134.48% |
$1.19M - $1.35M
|
61.7K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.2KNew |
$1.12M - $1.27M
|
33.2K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 17.89% |
$1.02M - $1.16M
|
200K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.2KNew |
$984K - $1.12M
|
29.2K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.6K+ 12777.88% |
$895K - $1.02M
|
26.8K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
25.5KNew |
$860K - $977K
|
25.5K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22.2K+ 12.59% |
$746K - $847K
|
198K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.8KNew |
$736K - $836K
|
21.8K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 0.13% |
$726K - $824K
|
16.4M
$614M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.3K+ 120.23% |
$683K - $776K
|
37.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
19.9K+ 83.07% |
$669K - $760K
|
43.8K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$661K - $750K
|
19.6K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.7K+ 0.75% |
$629K - $714K
|
2.52M
$94.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
18.4KNew |
$620K - $703K
|
18.4K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17.6KNew |
$591K - $671K
|
17.6K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.1K+ 6.34% |
$574K - $652K
|
286K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 0.78% |
$519K - $589K
|
2M
$74.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
15.1KNew |
$509K - $578K
|
15.1K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$484K - $549K
|
14.4K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.3K+ 49.6% |
$480K - $545K
|
43K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.1K+ 23.79% |
$474K - $539K
|
73.3K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14K+ 141.12% |
$472K - $535K
|
23.9K
$896K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 8.25% |
$449K - $509K
|
175K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.7KNew |
$429K - $486K
|
12.7K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 11.82% |
$413K - $469K
|
116K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12K+ 99.69% |
$406K - $460K
|
24.1K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11.8K+ 1.56% |
$397K - $451K
|
768K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 1.47% |
$385K - $437K
|
786K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.3KNew |
$382K - $434K
|
11.3K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.7KNew |
$359K - $407K
|
10.7K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 3.31% |
$358K - $406K
|
332K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 9.06% |
$353K - $401K
|
126K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.93K+ 6.82% |
$335K - $380K
|
155K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.83K+ 2.71% |
$331K - $376K
|
372K
$13.9M
|