Latest Institutional Transactions on First Tr Exc Trd Fd Iv Ft Ener (EIPX)
This table provides information on the latest institutional transactions involving First Tr Exc Trd Fd Iv Ft Ener (EIPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
197+ 0.78% |
N/A
|
25.5K
$0
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.59KNew |
N/A
|
4.59K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
21.2K+ 0.4% |
N/A
|
5.36M
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 0.76% |
N/A
|
365K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-500- 4.81% |
N/A
|
9.89K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-241- 0.25% |
N/A
|
97K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.5K+ 79.9% |
N/A
|
52.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 3.55% |
N/A
|
184K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.6K+ 189.31% |
N/A
|
29.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.9K+ 1.85% |
N/A
|
3.47M
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.7K- 70.93% |
N/A
|
30.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.59KNew |
N/A
|
4.59K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 84.23% |
N/A
|
2.71K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13K- 81.37% |
N/A
|
259
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
76.9KNew |
N/A
|
76.9K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.02K- 2.48% |
N/A
|
197K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 120.0% |
N/A
|
132
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 4.49% |
N/A
|
342K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.54K+ 24.54% |
N/A
|
38.3K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.01KNew |
N/A
|
7.01K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
53KNew |
N/A
|
53K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.29K+ 6.13% |
N/A
|
22.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
315+ 3.42% |
N/A
|
9.52K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
2.42MNew |
N/A
|
2.42M
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.1K+ 337.59% |
N/A
|
44.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$0
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
543K+ 28.06% |
N/A
|
2.48M
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
79.5K+ 11.07% |
N/A
|
798K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$0
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.99KNew |
N/A
|
4.99K
$0
|
|