FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 7 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,680 | -2.1% | 7,785 | 0.0% | 0.05% | +4.5% |
| Q2 2023 | $210,195 | +1.4% | 7,785 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $207,315 | -0.2% | 7,785 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $207,782 | +3.9% | 7,785 | 0.0% | 0.05% | +8.9% |
| Q2 2022 | $200,000 | -7.4% | 7,785 | 0.0% | 0.04% | +7.1% |
| Q1 2022 | $216,000 | -8.1% | 7,785 | -21.5% | 0.04% | -6.7% |
| Q3 2021 | $235,000 | -3.3% | 9,920 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $243,000 | +7.5% | 9,920 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $226,000 | +2.3% | 9,920 | -5.7% | 0.05% | -6.0% |
| Q4 2020 | $221,000 | -10.2% | 10,520 | -18.6% | 0.05% | -18.0% |
| Q3 2020 | $246,000 | -4.7% | 12,920 | 0.0% | 0.06% | -9.0% |
| Q2 2020 | $258,000 | +8.4% | 12,920 | -3.6% | 0.07% | -4.3% |
| Q1 2020 | $238,000 | +1.3% | 13,400 | +45.7% | 0.07% | +20.7% |
| Q4 2019 | $235,000 | 0.0% | 9,200 | 0.0% | 0.06% | -3.3% |
| Q3 2019 | $235,000 | -6.4% | 9,200 | -7.7% | 0.06% | -4.8% |
| Q2 2019 | $251,000 | – | 9,970 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,730,247 | $42,703,000 | 36.58% |
| MCF Advisors LLC | 507,533 | $12,526,000 | 3.07% |
| FRONTIER INVESTMENT MGMT CO | 922,516 | $22,711,000 | 2.83% |
| Colorado Capital Management, Inc. | 115,148 | $2,841,000 | 2.74% |
| Wealthspire Advisors, L.P. | 458,075 | $11,305,000 | 1.88% |
| CHOREO, LLC | 385,342 | $9,510,000 | 1.83% |
| GIRARD SECURITIES, INC. | 70,659 | $1,748,000 | 1.60% |
| Beaumont Financial Partners, LLC | 369,173 | $9,111,000 | 1.50% |
| Blue Edge Capital, LLC | 108,484 | $2,677,385,000 | 1.48% |
| Jaffetilchin Investment Partners, LLC | 147,962 | $3,652,000 | 1.11% |