FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 287 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is 10.85 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933,313 | -12.8% | 35,326 | -10.9% | 0.02% | 0.0% |
| Q2 2023 | $1,070,468 | -45.3% | 39,647 | -46.0% | 0.02% | -51.4% |
| Q1 2023 | $1,956,401 | -8.0% | 73,466 | -7.8% | 0.04% | -14.6% |
| Q4 2022 | $2,126,585 | +17.3% | 79,677 | +9.3% | 0.04% | +5.1% |
| Q3 2022 | $1,813,000 | – | 72,879 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 1,104,141 | $23,684,000 | 6.61% |
| Huber Financial Advisors, LLC | 537,220 | $11,523,000 | 6.29% |
| TIEDEMANN ADVISORS, LLC | 4,708,418 | $101,002,000 | 5.16% |
| SRS Capital Advisors, Inc. | 508,390 | $10,905,000 | 4.34% |
| 1 NORTH WEALTH SERVICES LLC | 217,829 | $4,672,000 | 3.90% |
| FRONTIER INVESTMENT MGMT CO | 2,158,892 | $46,308,000 | 3.43% |
| Arlington Financial Advisors, LLC | 296,411 | $6,358,000 | 2.70% |
| Wealthspire Advisors, L.P. | 1,394,257 | $29,907,000 | 2.66% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 131,223 | $2,815,000 | 2.55% |
| AdvicePeriod, LLC | 1,037,023 | $22,244,000 | 2.52% |