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 | $512,972 | -5.6% | 19,416 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $543,405 | +0.9% | 20,126 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $538,434 | +6.1% | 20,219 | +6.3% | 0.00% | 0.0% |
| Q4 2022 | $507,619 | +26.3% | 19,019 | +17.7% | 0.00% | 0.0% |
| Q3 2022 | $402,000 | +32.7% | 16,154 | +37.1% | 0.00% | 0.0% |
| Q2 2022 | $303,000 | -96.4% | 11,784 | -96.1% | 0.00% | -92.3% |
| Q1 2022 | $8,338,000 | +115.6% | 301,100 | +94.3% | 0.01% | +116.7% |
| Q4 2021 | $3,868,000 | +7.2% | 154,978 | +1.7% | 0.01% | -14.3% |
| Q3 2021 | $3,608,000 | +3.7% | 152,417 | +7.2% | 0.01% | 0.0% |
| Q2 2021 | $3,479,000 | +917.3% | 142,239 | +849.0% | 0.01% | +600.0% |
| Q1 2021 | $342,000 | +381.7% | 14,989 | +343.9% | 0.00% | – |
| Q4 2020 | $71,000 | +121.9% | 3,377 | +97.9% | 0.00% | – |
| Q3 2020 | $32,000 | +28.0% | 1,706 | +38.2% | 0.00% | – |
| Q2 2020 | $25,000 | -83.3% | 1,234 | -85.4% | 0.00% | -100.0% |
| Q1 2020 | $150,000 | +20.0% | 8,455 | +72.3% | 0.00% | – |
| Q4 2019 | $125,000 | +1.6% | 4,908 | +1.9% | 0.00% | – |
| Q3 2019 | $123,000 | -3.1% | 4,817 | -4.9% | 0.00% | -100.0% |
| Q2 2019 | $127,000 | +4.1% | 5,063 | +2.2% | 0.00% | 0.0% |
| Q1 2019 | $122,000 | +18.4% | 4,952 | +2.8% | 0.00% | 0.0% |
| Q4 2018 | $103,000 | -54.6% | 4,817 | -50.2% | 0.00% | 0.0% |
| Q3 2018 | $227,000 | -12.7% | 9,674 | -13.5% | 0.00% | 0.0% |
| Q2 2018 | $260,000 | -3.0% | 11,188 | -8.7% | 0.00% | -50.0% |
| Q1 2018 | $268,000 | +65.4% | 12,255 | +85.5% | 0.00% | +100.0% |
| Q4 2017 | $162,000 | +12.5% | 6,606 | +13.6% | 0.00% | 0.0% |
| Q3 2017 | $144,000 | +278.9% | 5,817 | +272.9% | 0.00% | – |
| Q2 2017 | $38,000 | +18.8% | 1,560 | +24.5% | 0.00% | – |
| Q4 2016 | $32,000 | -8.6% | 1,253 | -3.3% | 0.00% | -100.0% |
| Q1 2015 | $35,000 | +483.3% | 1,296 | +551.3% | 0.00% | – |
| Q4 2014 | $6,000 | – | 199 | – | 0.00% | – |
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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% |