Latest Institutional Sells of First Tr Exchange Traded Iv (EMLP)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Iv (EMLP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-895- 22.56% |
$24K - $26.4K
|
3.07K
$116K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-756- 5.09% |
$20.3K - $22.3K
|
14.1K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-736Closed |
$19.7K - $21.7K
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600- 37.5% |
$16.1K - $17.7K
|
1K
$37.6K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6K- 16.04% |
$152K - $168K
|
31.4K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.83K- 14.53% |
$148K - $163K
|
34.3K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.82K- 15.77% |
$71.6K - $78.9K
|
15.1K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.82K- 68.64% |
$46.2K - $50.9K
|
831
$31.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-407- 0.19% |
$10.3K - $11.4K
|
218K
$8.21M
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-50.9K- 50.6% |
$1.34M - $1.43M
|
49.7K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.9K- 0.51% |
$551K - $587K
|
4.04M
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.15K- 45.06% |
$215K - $229K
|
9.94K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.01K- 2.02% |
$132K - $141K
|
243K
$9.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.7K- 34.6% |
$124K - $132K
|
8.88K
$334K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 4.9% |
$31.2K - $33.2K
|
22.9K
$863K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.11K- 6.78% |
$29.3K - $31.2K
|
15.3K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-595- 5.97% |
$15.7K - $16.7K
|
9.37K
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-325- 70.04% |
$8.59K - $9.15K
|
139
$5.23K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-167- 1.69% |
$4.41K - $4.7K
|
9.73K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-146- 3.07% |
$3.86K - $4.11K
|
4.6K
$173K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-122- 45.19% |
$3.22K - $3.43K
|
148
$5.57K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 90.23% |
$536K - $559K
|
2.21K
$83.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.2K- 64.66% |
$372K - $388K
|
7.75K
$292K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-8.37KClosed |
$219K - $229K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 9.02% |
$34.7K - $36.2K
|
13.3K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-967- 10.63% |
$25.4K - $26.5K
|
8.13K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-900- 7.04% |
$23.6K - $24.6K
|
11.9K
$447K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-778- 7.11% |
$20.4K - $21.3K
|
10.2K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-502- 43.58% |
$13.2K - $13.7K
|
650
$24.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-175- 6.76% |
$4.59K - $4.79K
|
2.41K
$90.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-68- 0.78% |
$1.78K - $1.86K
|
8.65K
$326K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-233K- 95.0% |
$5.93M - $6.45M
|
12.3K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.4K- 7.42% |
$773K - $840K
|
379K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.1K- 11.73% |
$27.9K - $30.3K
|
8.25K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-852- 0.87% |
$21.7K - $23.5K
|
97.6K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-626- 5.83% |
$15.9K - $17.3K
|
10.1K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 0.49% |
$2.06K - $2.24K
|
16.6K
$624K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$50.8 - $55.3
|
15.4K
$581K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.8K- 39.07% |
$389K - $442K
|
24.7K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.36K- 27.49% |
$181K - $206K
|
19.4K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.41K- 7.86% |
$83.9K - $95.3K
|
40K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-865- 56.76% |
$21.3K - $24.2K
|
659
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-490- 4.46% |
$12K - $13.7K
|
10.5K
$395K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-186- 0.53% |
$4.57K - $5.19K
|
34.8K
$1.31M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-101K- 78.34% |
$2.51M - $2.93M
|
27.9K
$1.05M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15K- 7.96% |
$373K - $435K
|
173K
$6.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-12.6KClosed |
$314K - $365K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-8.01K- 43.35% |
$199K - $232K
|
10.5K
$394K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.12K- 32.88% |
$103K - $119K
|
8.41K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-515- 0.35% |
$12.8K - $14.9K
|
149K
$5.6M
|
|