Fernwood Investment Management, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 230 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,814,261
-5.9%
68,670
-3.8%
0.65%
-4.5%
Q2 2023$1,926,990
-0.4%
71,370
-1.8%
0.68%
-8.1%
Q1 2023$1,935,202
-3.9%
72,670
-3.7%
0.74%
-10.8%
Q4 2022$2,014,294
+6.4%
75,470
-0.8%
0.83%
+4.4%
Q3 2022$1,893,000
-3.3%
76,0700.0%0.80%
-5.5%
Q2 2022$1,958,000
-6.7%
76,070
+0.4%
0.84%
+14.7%
Q1 2022$2,098,000
+10.9%
75,7700.0%0.74%
+18.9%
Q4 2021$1,891,000
+4.4%
75,770
-1.0%
0.62%
-0.5%
Q3 2021$1,811,000
-3.5%
76,520
-0.3%
0.62%
+0.2%
Q2 2021$1,877,000
+7.6%
76,720
+0.3%
0.62%
-3.3%
Q1 2021$1,745,000
+8.7%
76,5200.0%0.64%
+1.4%
Q4 2020$1,605,000
+10.2%
76,5200.0%0.63%
-8.0%
Q3 2020$1,457,000
-6.4%
76,520
-1.9%
0.69%
-10.5%
Q2 2020$1,556,000
+9.5%
78,020
-2.3%
0.77%
-15.2%
Q1 2020$1,421,000
-30.4%
79,880
-0.2%
0.91%
-7.1%
Q4 2019$2,041,000
-0.4%
80,0800.0%0.98%
-3.9%
Q3 2019$2,049,000
+5.6%
80,080
+3.8%
1.02%
-4.3%
Q2 2019$1,940,000
+1.1%
77,120
-0.6%
1.06%
+3.8%
Q1 2019$1,918,000
+32.6%
77,550
+14.9%
1.02%
+9.8%
Q4 2018$1,447,000
-9.9%
67,465
-1.5%
0.93%
+9.8%
Q3 2018$1,606,000
-9.1%
68,465
-10.0%
0.85%
-11.0%
Q2 2018$1,767,000
+5.4%
76,095
-0.7%
0.95%
+1.9%
Q1 2018$1,677,000
-12.0%
76,595
-1.3%
0.94%
-8.1%
Q4 2017$1,906,000
+0.4%
77,615
+1.4%
1.02%
-14.2%
Q3 2017$1,898,000
+6.9%
76,515
+5.8%
1.19%
-7.8%
Q2 2017$1,775,000
-1.5%
72,318
+1.5%
1.29%
-10.2%
Q1 2017$1,802,000
+4.5%
71,218
+4.2%
1.44%
-13.2%
Q4 2016$1,725,000
+23.7%
68,328
+24.1%
1.65%
+29.4%
Q3 2016$1,394,000
+34.0%
55,058
+30.7%
1.28%
+25.3%
Q2 2016$1,040,000
+15.3%
42,122
+2.1%
1.02%
+11.5%
Q1 2016$902,000
+8.8%
41,272
+0.5%
0.91%
+28.9%
Q4 2015$829,000
+62.9%
41,072
+76.5%
0.71%
+59.0%
Q3 2015$509,000
+15.2%
23,272
+33.6%
0.45%
+28.5%
Q2 2015$442,000
+48.3%
17,422
+57.2%
0.35%
+41.6%
Q1 2015$298,00011,0830.24%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Alpha Omega Group, Inc. 317,837$8,397,25415.91%
Perella Weinberg Partners Capital Management LP 3,687,631$97,427,21110.59%
TIEDEMANN ADVISORS, LLC 4,039,256$106,717,0434.58%
ALTFEST L J & CO INC 1,067,022$28,1914.45%
Lee Financial Co 782,789$20,681,2803.85%
Barry Investment Advisors, LLC 376,497$9,947,0623.58%
Disciplina Capital Management LLC 650,934$17,242,7373.57%
Forefront Analytics, LLC 184,544$4,875,6912.76%
Capital Investment Advisors, LLC 3,419,618$90,346,3072.50%
QP WEALTH MANAGEMENT, LLC 49,670$1,312,2812.29%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders