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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.41K+ 2.3% |
$317K - $360K
|
418K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
8.27K+ 6.37% |
$279K - $316K
|
138K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.23K+ 11.68% |
$277K - $315K
|
78.7K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.99KNew |
$269K - $306K
|
7.99K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.88KNew |
$265K - $301K
|
7.88K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.78KNew |
$262K - $297K
|
7.78K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
7.76K+ 1.4% |
$262K - $297K
|
561K
$21M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.88K+ 8.54% |
$232K - $263K
|
87.4K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.66KNew |
$224K - $255K
|
6.66K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$209K - $238K
|
6.21K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.16K+ 2.38% |
$207K - $235K
|
265K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.1KNew |
$206K - $233K
|
6.1K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.09KNew |
$205K - $233K
|
6.09K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.08KNew |
$205K - $232K
|
6.08K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.05K+ 13.06% |
$204K - $231K
|
52.4K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.01KNew |
$202K - $230K
|
6.01K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.97K+ 1.75% |
$201K - $228K
|
347K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.87KNew |
$198K - $224K
|
5.87K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.8K+ 9.14% |
$196K - $222K
|
69.3K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.7KNew |
$192K - $218K
|
5.7K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
5.49K+ 14.5% |
$185K - $210K
|
43.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.2K+ 18.96% |
$175K - $199K
|
32.6K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.36K+ 6.46% |
$147K - $167K
|
71.8K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.22KNew |
$142K - $162K
|
4.22K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.68K+ 1095.24% |
$124K - $141K
|
4.02K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.66K+ 16.48% |
$123K - $140K
|
25.8K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.64K+ 59.91% |
$123K - $139K
|
9.72K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.55K+ 47.46% |
$119K - $136K
|
11K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.54K+ 20.85% |
$119K - $135K
|
20.5K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.51K+ 8.17% |
$118K - $134K
|
46.5K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.17K+ 21.12% |
$107K - $121K
|
18.2K
$680K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 27.85% |
$100K - $113K
|
13.6K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.95K+ 12.26% |
$99.5K - $113K
|
27K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$96.5K - $109K
|
2.86K
$107K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 5.5% |
$77K - $87.5K
|
43.9K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.21K+ 24.2% |
$74.6K - $84.7K
|
11.4K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 7.66% |
$73.9K - $83.9K
|
30.9K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.1K+ 3.84% |
$70.9K - $80.5K
|
56.9K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.1K+ 4.33% |
$70.8K - $80.3K
|
50.7K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 0.96% |
$69.2K - $78.5K
|
215K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.87K+ 1.22% |
$62.9K - $71.4K
|
155K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.8KNew |
$60.6K - $68.8K
|
1.8K
$67.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.63K+ 4.24% |
$55K - $62.4K
|
40.1K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
1.61K+ 8.33% |
$54.3K - $61.7K
|
21K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.52K+ 22.04% |
$51.2K - $58.2K
|
8.42K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 3.44% |
$46.9K - $53.3K
|
41.9K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.31KNew |
$44.1K - $50K
|
1.31K
$49K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 10.42% |
$40.5K - $45.9K
|
12.7K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19K+ 0.09% |
$40.1K - $45.5K
|
1.31M
$49.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 7.12% |
$39.4K - $44.7K
|
17.6K
$659K
|