FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 280 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,113,600 | -2.1% | 80,000 | 0.0% | 0.81% | -3.4% |
| Q2 2023 | $2,160,000 | +1.4% | 80,000 | 0.0% | 0.84% | -9.9% |
| Q1 2023 | $2,130,400 | -0.2% | 80,000 | 0.0% | 0.93% | -8.3% |
| Q4 2022 | $2,135,200 | +7.3% | 80,000 | 0.0% | 1.01% | +24.4% |
| Q3 2022 | $1,990,000 | -3.4% | 80,000 | 0.0% | 0.81% | -0.4% |
| Q2 2022 | $2,059,000 | -7.0% | 80,000 | 0.0% | 0.82% | +6.8% |
| Q1 2022 | $2,215,000 | +10.9% | 80,000 | 0.0% | 0.76% | +29.1% |
| Q4 2021 | $1,997,000 | +5.4% | 80,000 | 0.0% | 0.59% | +4.4% |
| Q3 2021 | $1,894,000 | +4.3% | 80,000 | +7.7% | 0.57% | -8.0% |
| Q2 2021 | $1,816,000 | +0.2% | 74,252 | -6.6% | 0.62% | +20.1% |
| Q1 2021 | $1,813,000 | +8.8% | 79,481 | 0.0% | 0.51% | +11.3% |
| Q4 2020 | $1,667,000 | – | 79,481 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 219,695 | $5,936,000 | 2.44% |
| CURIAN CAPITAL LLC | 3,938,664 | $106,462,000 | 1.87% |
| Strategic Capital Group LLC | 161,155 | $4,356,000 | 1.36% |
| Beaumont Financial Partners, LLC | 632,257 | $17,090,000 | 1.21% |
| WELCH & FORBES LLC | 977,780 | $26,430,000 | 0.83% |
| Aspen Investment Management Inc | 41,298 | $1,116,000 | 0.68% |
| CHOREO, LLC | 82,370 | $2,226,000 | 0.63% |
| Montecito Bank & Trust | 33,472 | $905,000 | 0.55% |
| IFC Holdings Incorporated/FL | 80,015 | $2,155,000 | 0.39% |
| Winslow, Evans & Crocker, Inc. | 32,679 | $883,324,000 | 0.29% |