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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Glassman Wealth Services | 1,443,770 | $29,135,000 | 26.36% |
MCF Advisors LLC | 409,085 | $8,255,000 | 2.22% |
FRONTIER INVESTMENT MGMT CO | 612,153 | $12,353,000 | 1.92% |
Colorado Capital Management, Inc. | 87,339 | $1,762,000 | 1.91% |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | $4,023,000 | 1.50% |
Blue Edge Capital, LLC | 104,856 | $2,115,994,000 | 1.38% |
GIRARD SECURITIES, INC. | 60,946 | $1,228,000 | 1.23% |
Wealthspire Advisors, L.P. | 299,792 | $6,050,000 | 1.13% |
Beaumont Financial Partners, LLC | 320,306 | $6,464,000 | 1.07% |
WELCH & FORBES LLC | 1,283,380 | $25,899,000 | 0.83% |