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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
69New |
$2.32K - $2.64K
|
69
$2.58K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
59+ 0.74% |
$1.99K - $2.26K
|
8.04K
$301K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 0.29% |
$1.68K - $1.91K
|
17.2K
$645K
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.75% |
$1.65K - $1.87K
|
6.59K
$247K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
47+ 0.65% |
$1.58K - $1.8K
|
7.28K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
45+ 0.39% |
$1.52K - $1.72K
|
11.6K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
42+ 0.21% |
$1.41K - $1.61K
|
19.6K
$736K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
41+ 0.21% |
$1.38K - $1.57K
|
19.7K
$739K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
40+ 0.48% |
$1.35K - $1.53K
|
8.46K
$317K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.42% |
$1.31K - $1.49K
|
9.26K
$347K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 12.21% |
$1.25K - $1.41K
|
340
$12.7K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36+ 0.27% |
$1.21K - $1.38K
|
13.5K
$506K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34+ 0.13% |
$1.15K - $1.3K
|
26.5K
$993K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 0.46% |
$842 - $956
|
5.44K
$204K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.25% |
$842 - $956
|
9.89K
$370K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
15+ 0.07% |
$505 - $574
|
22.2K
$831K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$505 - $574
|
6.54K
$245K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.25% |
$303 - $344
|
3.64K
$136K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.22% |
$270 - $306
|
3.68K
$138K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.01% |
$270 - $306
|
83.4K
$3.12M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.05% |
$202 - $229
|
12K
$451K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 21.43% |
$202 - $229
|
34
$1.27K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.72% |
$135 - $153
|
559
$20.9K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.04% |
$135 - $153
|
9.24K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.03% |
$135 - $153
|
11.7K
$436K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.73% |
$101 - $115
|
414
$15.5K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.25% |
$67.4 - $76.5
|
162
$6.07K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.64% |
$67.4 - $76.5
|
315
$11.8K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.0% |
$33.7 - $38.2
|
43.4K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.13% |
$33.7 - $38.2
|
33
$1.24K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$33.7 - $38.2
|
13.5K
$505K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$67.4 - $76.5
|
18K
$676K
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2- -0.0% |
$67.4 - $76.5
|
74.1K
$2.77M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5- 0.02% |
$168 - $191
|
24.8K
$930K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-32- 0.02% |
$1.08K - $1.22K
|
175K
$6.56M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-42- 0.3% |
$1.41K - $1.61K
|
14.2K
$531K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42- 1.21% |
$1.41K - $1.61K
|
3.43K
$128K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-47- 0.32% |
$1.58K - $1.8K
|
14.7K
$551K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-55- 0.04% |
$1.85K - $2.1K
|
142K
$5.32M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-55- 50.93% |
$1.85K - $2.1K
|
53
$1.98K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-65- 0.07% |
$2.19K - $2.49K
|
92.8K
$3.48M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-69- 1.13% |
$2.32K - $2.64K
|
6.02K
$225K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-81- 0.61% |
$2.73K - $3.1K
|
13.1K
$490K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-101- 0.36% |
$3.4K - $3.86K
|
27.8K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-108- 0.54% |
$3.64K - $4.13K
|
19.9K
$745K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-116- 8.19% |
$3.91K - $4.44K
|
1.3K
$48.7K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-117- 4.13% |
$3.94K - $4.47K
|
2.71K
$102K
|