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 | $4,465 | -83.5% | 169 | -83.1% | 0.00% | -100.0% |
| Q2 2023 | $27,000 | +2699900.0% | 1,000 | +3603.7% | 0.00% | – |
| Q1 2023 | $1 | -91.7% | 27 | -94.0% | 0.00% | – |
| Q4 2022 | $12 | -100.0% | 452 | -50.3% | 0.00% | – |
| Q1 2022 | $25,000 | +38.9% | 909 | +20.6% | 0.00% | – |
| Q3 2021 | $18,000 | +260.0% | 754 | +277.0% | 0.00% | – |
| Q1 2021 | $5,000 | -73.7% | 200 | -77.7% | 0.00% | -100.0% |
| Q4 2020 | $19,000 | -45.7% | 896 | -51.2% | 0.00% | – |
| Q3 2020 | $35,000 | -53.9% | 1,835 | -38.1% | 0.00% | -100.0% |
| Q4 2019 | $76,000 | +13.4% | 2,964 | +8.7% | 0.01% | +50.0% |
| Q1 2019 | $67,000 | +148.1% | 2,728 | +116.2% | 0.00% | +100.0% |
| Q4 2018 | $27,000 | +350.0% | 1,262 | +358.9% | 0.00% | – |
| Q2 2018 | $6,000 | – | 275 | – | 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% |