Latest Institutional Transactions on First Tr Exchange Traded Iv (EMLP)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Iv (EMLP) 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.75% |
$1.65K - $1.87K
|
6.59K
$244K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$505 - $574
|
6.54K
$242K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.8KNew |
$736K - $836K
|
21.8K
$809K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-275- 45.61% |
$9.26K - $10.5K
|
328
$12.1K
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
33.2KNew |
$1.12M - $1.27M
|
33.2K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
673+ 5.06% |
$22.7K - $25.7K
|
14K
$518K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
331+ 11.84% |
$11.2K - $12.7K
|
3.13K
$116K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.12K- 2.87% |
$139K - $157K
|
140K
$5.17M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
8.27K+ 6.37% |
$279K - $316K
|
138K
$5.12M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
15+ 0.07% |
$505 - $574
|
22.2K
$822K
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
95+ 0.45% |
$3.2K - $3.63K
|
21.1K
$783K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$209K - $238K
|
6.21K
$230K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 27.85% |
$100K - $113K
|
13.6K
$505K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-230- 0.48% |
$7.75K - $8.8K
|
47.8K
$1.77M
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.87KNew |
$198K - $224K
|
5.87K
$217K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.26K- 17.15% |
$42.3K - $48K
|
6.07K
$225K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 7.66% |
$73.9K - $83.9K
|
30.9K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
444+ 0.83% |
$15K - $17K
|
53.9K
$2M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
47+ 0.65% |
$1.58K - $1.8K
|
7.28K
$270K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500- 1.11% |
$16.8K - $19.1K
|
44.3K
$1.64M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2- -0.0% |
$67.4 - $76.5
|
74.1K
$2.74M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.08KNew |
$205K - $232K
|
6.08K
$225K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
454+ 0.9% |
$15.3K - $17.4K
|
50.9K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.99KNew |
$269K - $306K
|
7.99K
$296K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64.3K+ 3.28% |
$2.17M - $2.46M
|
2.03M
$75.1M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17.6KNew |
$591K - $671K
|
17.6K
$650K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$34.9K - $39.6K
|
1.04K
$38.3K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
82+ 0.46% |
$2.76K - $3.14K
|
17.9K
$663K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
581+ 0.75% |
$19.6K - $22.2K
|
78.6K
$2.91M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-319- 1.21% |
$10.7K - $12.2K
|
26.1K
$966K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
754+ 1.69% |
$25.4K - $28.8K
|
45.3K
$1.68M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-174- 2.48% |
$5.86K - $6.65K
|
6.86K
$254K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$51K - $57.9K
|
149K
$5.53M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22.2K+ 12.59% |
$746K - $847K
|
198K
$7.34M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.01% |
$270 - $306
|
83.4K
$3.09M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-453- 16.7% |
$15.3K - $17.3K
|
2.26K
$83.7K
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
66.5KNew |
$2.24M - $2.54M
|
66.5K
$2.46M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
544+ 2.29% |
$18.3K - $20.8K
|
24.3K
$900K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11.8K+ 1.56% |
$397K - $451K
|
768K
$28.5M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.25% |
$842 - $956
|
9.89K
$366K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-457- 19.11% |
$15.4K - $17.5K
|
1.94K
$71.7K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36+ 0.27% |
$1.21K - $1.38K
|
13.5K
$500K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
35.4K+ 134.48% |
$1.19M - $1.35M
|
61.7K
$2.29M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
494KNew |
$16.6M - $18.9M
|
494K
$18.3M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.88K+ 8.54% |
$232K - $263K
|
87.4K
$3.24M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-27K- 25.58% |
$911K - $1.03M
|
78.7K
$2.92M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$661K - $750K
|
19.6K
$727K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.0% |
$33.7 - $38.2
|
43.4K
$1.61M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 1.5% |
$73.7K - $83.6K
|
143K
$5.3M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 16.23% |
$72.1K - $81.8K
|
11K
$409K
|