WELCH & FORBES LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 120 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$29,714,241
-4.5%
1,124,687
-2.4%
0.49%0.0%
Q2 2023$31,106,754
+0.5%
1,152,102
-0.9%
0.49%
-6.3%
Q1 2023$30,964,507
-0.9%
1,162,767
-0.7%
0.52%
-6.4%
Q4 2022$31,242,618
+7.5%
1,170,573
+0.2%
0.56%
-1.4%
Q3 2022$29,069,000
-4.4%
1,168,345
-1.1%
0.57%
+2.0%
Q2 2022$30,421,000
-8.6%
1,181,833
-1.6%
0.56%
+6.3%
Q1 2022$33,266,000
+8.1%
1,201,383
-2.5%
0.52%
+13.7%
Q4 2021$30,766,000
+2.0%
1,232,619
-3.3%
0.46%
-8.0%
Q3 2021$30,161,000
-6.2%
1,274,238
-3.1%
0.50%
-7.7%
Q2 2021$32,160,000
+4.5%
1,314,806
-2.6%
0.54%
-4.4%
Q1 2021$30,778,000
+3.4%
1,349,329
-5.0%
0.57%
-2.4%
Q4 2020$29,769,000
+9.5%
1,419,608
-0.6%
0.58%
-0.9%
Q3 2020$27,197,000
-8.2%
1,428,418
-3.8%
0.59%
-15.4%
Q2 2020$29,619,000
+10.1%
1,485,377
-1.8%
0.69%
-7.7%
Q1 2020$26,907,000
-32.5%
1,512,508
-3.3%
0.75%
-15.2%
Q4 2019$39,882,000
-1.7%
1,564,608
-1.3%
0.89%
-8.4%
Q3 2019$40,581,000
+1.2%
1,585,785
-0.5%
0.97%
-0.8%
Q2 2019$40,081,000
+3.4%
1,593,710
+1.6%
0.98%
+0.3%
Q1 2019$38,778,000
+14.4%
1,568,079
-0.8%
0.97%
+1.8%
Q4 2018$33,900,000
-10.6%
1,580,463
-2.3%
0.96%
+5.8%
Q3 2018$37,932,000
+2.0%
1,616,892
+1.0%
0.90%
-5.9%
Q2 2018$37,180,000
+4.2%
1,601,194
-1.7%
0.96%
+4.6%
Q1 2018$35,667,000
-16.0%
1,628,642
-5.8%
0.92%
-18.9%
Q4 2017$42,463,000
+1.4%
1,728,928
+2.4%
1.13%
+2.8%
Q3 2017$41,873,000
+6.3%
1,688,378
+5.2%
1.10%
+0.1%
Q2 2017$39,390,000
-3.0%
1,604,493
-0.0%
1.10%
-5.2%
Q1 2017$40,602,000
+3.9%
1,604,842
+3.7%
1.16%
-0.6%
Q4 2016$39,067,000
+6.2%
1,547,846
+6.5%
1.17%
-8.1%
Q3 2016$36,790,000
+4.0%
1,453,003
+1.4%
1.27%
+18.0%
Q2 2016$35,372,000
+20.7%
1,433,211
+6.9%
1.08%
+18.2%
Q1 2016$29,295,000
+13.1%
1,340,104
+4.4%
0.91%
+9.7%
Q4 2015$25,899,000
+2.6%
1,283,380
+11.2%
0.83%
-1.4%
Q3 2015$25,245,000
-12.7%
1,153,773
+1.3%
0.84%
-6.2%
Q2 2015$28,904,000
-2.4%
1,139,273
+3.3%
0.90%
+1.0%
Q1 2015$29,624,000
-1.9%
1,102,479
+2.8%
0.89%
+0.3%
Q4 2014$30,195,000
+10.8%
1,072,612
+6.9%
0.89%
+6.6%
Q3 2014$27,240,000
+3.1%
1,003,314
+2.6%
0.83%
-0.2%
Q2 2014$26,430,000
+14.0%
977,780
+2.4%
0.83%
+13.5%
Q1 2014$23,191,000
+4.9%
955,115
+1.5%
0.74%
+5.0%
Q4 2013$22,108,000
+9.3%
941,173
+6.4%
0.70%
+2.8%
Q3 2013$20,226,000
-0.6%
884,785
+0.8%
0.68%
-6.3%
Q2 2013$20,342,000877,5350.73%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2016
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 1,104,141$23,684,0006.61%
Huber Financial Advisors, LLC 537,220$11,523,0006.29%
TIEDEMANN ADVISORS, LLC 4,708,418$101,002,0005.16%
SRS Capital Advisors, Inc. 508,390$10,905,0004.34%
1 NORTH WEALTH SERVICES LLC 217,829$4,672,0003.90%
FRONTIER INVESTMENT MGMT CO 2,158,892$46,308,0003.43%
Arlington Financial Advisors, LLC 296,411$6,358,0002.70%
Wealthspire Advisors, L.P. 1,394,257$29,907,0002.66%
ACCURATE INVESTMENT SOLUTIONS, INC. 131,223$2,815,0002.55%
AdvicePeriod, LLC 1,037,023$22,244,0002.52%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders