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 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-127- 0.7% |
$4.28K - $4.86K
|
18K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-135- 0.49% |
$4.55K - $5.16K
|
27.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-149- 2.41% |
$5.02K - $5.7K
|
6.05K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-174- 2.48% |
$5.86K - $6.65K
|
6.86K
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-230- 0.48% |
$7.75K - $8.8K
|
47.8K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 11.42% |
$8.25K - $9.37K
|
1.9K
$71.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-275- 45.61% |
$9.26K - $10.5K
|
328
$12.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-301- 1.07% |
$10.1K - $11.5K
|
27.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-305- 2.28% |
$10.3K - $11.7K
|
13.1K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-311- 4.31% |
$10.5K - $11.9K
|
6.9K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-319- 1.21% |
$10.7K - $12.2K
|
26.1K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-334- 66.8% |
$11.3K - $12.8K
|
166
$6.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-453- 16.7% |
$15.3K - $17.3K
|
2.26K
$84.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-457- 19.11% |
$15.4K - $17.5K
|
1.94K
$72.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-465- 2.58% |
$15.7K - $17.8K
|
17.5K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-482- 0.73% |
$16.2K - $18.4K
|
65.1K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500- 1.11% |
$16.8K - $19.1K
|
44.3K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-554- 1.7% |
$18.7K - $21.2K
|
32K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-565- 8.3% |
$19K - $21.6K
|
6.24K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-567- 5.39% |
$19.1K - $21.7K
|
9.95K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-610- 15.24% |
$20.6K - $23.3K
|
3.39K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-632- 0.09% |
$21.3K - $24.2K
|
718K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-634- 2.44% |
$21.4K - $24.2K
|
25.4K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-652- 8.05% |
$22K - $24.9K
|
7.45K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-697- 10.25% |
$23.5K - $26.7K
|
6.1K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-724- 30.05% |
$24.4K - $27.7K
|
1.69K
$63.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-900- 4.54% |
$30.3K - $34.4K
|
18.9K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-964- 4.71% |
$32.5K - $36.9K
|
19.5K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-973- 8.96% |
$32.8K - $37.2K
|
9.88K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-980- 2.34% |
$33K - $37.5K
|
40.9K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 1.93% |
$34.8K - $39.5K
|
52.3K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 7.06% |
$37.5K - $42.6K
|
14.7K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 13.5% |
$41.3K - $46.9K
|
7.85K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.26K- 17.15% |
$42.3K - $48K
|
6.07K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.37K- 1.21% |
$46.1K - $52.4K
|
112K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$51K - $57.9K
|
149K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.51K- 13.17% |
$51K - $57.9K
|
9.98K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.57K- 35.5% |
$53K - $60.1K
|
2.86K
$107K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.61K- 18.34% |
$54.1K - $61.4K
|
7.14K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.65K- 3.84% |
$55.4K - $62.9K
|
41.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.66K- 1.4% |
$55.9K - $63.4K
|
117K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.78K- 0.99% |
$60.1K - $68.2K
|
178K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.8K- 3.07% |
$60.6K - $68.8K
|
56.8K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.05K- 15.79% |
$69.1K - $78.5K
|
10.9K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 16.23% |
$72.1K - $81.8K
|
11K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 1.5% |
$73.7K - $83.6K
|
143K
$5.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.5K- 5.39% |
$84.2K - $95.5K
|
43.8K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.82K- 4.77% |
$94.9K - $108K
|
56.2K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.17K- 15.07% |
$107K - $121K
|
17.8K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.26K- 5.78% |
$110K - $125K
|
53.1K
$1.99M
|