Ep Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,041 shares of EMLP stock, worth $194,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,041

Holding current value

$194,280

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$33.62 - $37.89 $169,478 - $191,003	5,041 New	5,041 $189,000

Others Institutions Holding EMLP

# of Institutions

410

Shares Held

76.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

17.9M
Shares

$691 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$156 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.96M
Shares

$153 Million
2.62% of portfolio
Al Ti Global, Inc. New York, NY

2.86M
Shares

$110 Million
2.57% of portfolio
Glenview Trust CO Louisville, KY

2.52M
Shares

$97 Million
1.58% of portfolio

View Full List

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

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Ep Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History