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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14K+ 11.31% |
$38.5K - $43.7K
|
11.2K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 24.86% |
$37.6K - $42.7K
|
5.61K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.12K+ 13.29% |
$37.6K - $42.6K
|
9.5K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.08KNew |
$36.3K - $41.2K
|
1.08K
$40.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$34.9K - $39.6K
|
1.04K
$38.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 1.17% |
$34.8K - $39.5K
|
89.3K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 87.36% |
$34.7K - $39.4K
|
2.21K
$82.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
990+ 0.93% |
$33.4K - $37.9K
|
108K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$27.8K - $31.5K
|
825
$30.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
754+ 1.69% |
$25.4K - $28.8K
|
45.3K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
735New |
$24.8K - $28.1K
|
735
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
693New |
$23.3K - $26.5K
|
693
$25.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
673+ 5.06% |
$22.7K - $25.7K
|
14K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
641+ 1.8% |
$21.6K - $24.5K
|
36.2K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
581+ 0.75% |
$19.6K - $22.2K
|
78.6K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
566New |
$19.1K - $21.6K
|
566
$21.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
548+ 1889.66% |
$18.5K - $21K
|
577
$21.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
544+ 2.29% |
$18.3K - $20.8K
|
24.3K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
544+ 5.63% |
$18.3K - $20.8K
|
10.2K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
490+ 0.18% |
$16.5K - $18.7K
|
274K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
454+ 0.9% |
$15.3K - $17.4K
|
50.9K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
444+ 0.83% |
$15K - $17K
|
53.9K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
395+ 11.77% |
$13.3K - $15.1K
|
3.75K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
331+ 11.84% |
$11.2K - $12.7K
|
3.13K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$10.1K - $11.5K
|
300
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
295New |
$9.94K - $11.3K
|
295
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
287+ 387.84% |
$9.67K - $11K
|
361
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
285+ 3.55% |
$9.6K - $10.9K
|
8.3K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
268+ 2.62% |
$9.03K - $10.2K
|
10.5K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
208+ 1.83% |
$7.01K - $7.95K
|
11.6K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
199+ 0.96% |
$6.7K - $7.61K
|
20.9K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
189+ 0.58% |
$6.37K - $7.23K
|
32.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155+ 0.34% |
$5.22K - $5.93K
|
45.6K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
151+ 0.15% |
$5.09K - $5.77K
|
98.6K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
141+ 0.75% |
$4.75K - $5.39K
|
18.9K
$706K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 0.72% |
$4.48K - $5.09K
|
18.5K
$694K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
130+ 45.14% |
$4.38K - $4.97K
|
418
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
114New |
$3.84K - $4.36K
|
114
$4.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 1.28% |
$3.74K - $4.24K
|
8.8K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$3.57K - $4.05K
|
106
$3.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
101+ 0.36% |
$3.4K - $3.86K
|
28.3K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
98+ 0.39% |
$3.3K - $3.75K
|
25.1K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
95+ 0.45% |
$3.2K - $3.63K
|
21.1K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.32% |
$3.03K - $3.44K
|
27.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
89+ 2.29% |
$3K - $3.4K
|
3.97K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
82+ 0.46% |
$2.76K - $3.14K
|
17.9K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80+ 1.1% |
$2.7K - $3.06K
|
7.37K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
79+ 0.34% |
$2.66K - $3.02K
|
23.3K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
77New |
$2.59K - $2.94K
|
77
$2.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
72+ 0.31% |
$2.43K - $2.75K
|
23K
$863K
|