BEACON FINANCIAL GROUP - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 276 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$5,870
+1.5%
213,696
-0.9%
0.83%
+6.2%
Q2 2023$5,782
-2.9%
215,647
-2.0%
0.78%
-5.7%
Q1 2023$5,957
-2.1%
220,042
-3.5%
0.83%0.0%
Q4 2022$6,087
-99.9%
228,069
-1.5%
0.83%
-8.1%
Q3 2022$5,814,000
+0.1%
231,643
+1.1%
0.90%
+4.6%
Q2 2022$5,806,000
-9.9%
229,209
-0.8%
0.86%
+0.7%
Q1 2022$6,443,000
+11.5%
231,102
+0.3%
0.86%
+14.2%
Q4 2021$5,776,000
+5.9%
230,473
+1.1%
0.75%
+2.6%
Q3 2021$5,452,000
+4.1%
228,015
+4.5%
0.73%
-1.2%
Q2 2021$5,235,000
+15.0%
218,117
+6.6%
0.74%
+3.9%
Q1 2021$4,554,0000.0%204,5740.0%0.71%0.0%
Q4 2020$4,554,000
-2.2%
204,574
-16.3%
0.71%
-14.4%
Q3 2020$4,655,000
-5.9%
244,502
-2.9%
0.83%
-12.6%
Q2 2020$4,945,000
-53.0%
251,791
-48.7%
0.95%
+13.3%
Q1 2020$10,530,000
+67.4%
491,293
+99.1%
0.84%
+6.6%
Q4 2019$6,291,000
+0.2%
246,805
+0.7%
0.79%
-26.2%
Q3 2019$6,276,000
+0.5%
245,053
-1.3%
1.07%
+0.3%
Q2 2019$6,247,000
-89.1%
248,385
+104.3%
1.07%
-88.6%
Q1 2019$57,217,000
+4308.1%
121,594
+98.5%
9.37%
+3754.3%
Q4 2018$1,298,000
-80.7%
61,267
-78.6%
0.24%
-78.6%
Q3 2018$6,714,000
-1.9%
286,190
-2.9%
1.13%
-2.0%
Q2 2018$6,841,000
+4.4%
294,619
-1.5%
1.16%
+3.5%
Q1 2018$6,550,000
+11.7%
299,074
+25.3%
1.12%
+9.4%
Q4 2017$5,862,000238,6831.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Glassman Wealth Services 1,760,060$44,424,00031.43%
Colorado Capital Management, Inc. 120,151$3,032,0002.75%
Weatherstone Capital Management 155,555$3,926,0002.56%
Wealthspire Advisors, L.P. 665,546$16,798,0002.51%
FRONTIER INVESTMENT MGMT CO 1,001,052$25,267,0002.40%
Montecito Bank & Trust 267,673$6,756,0002.36%
MCF Advisors LLC 414,434$10,460,0002.29%
Private Advisory Group LLC 193,838$4,893,0001.92%
GIRARD SECURITIES, INC. 85,739$2,164,0001.88%
Karp Capital Management Corp 101,501$2,562,0001.69%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders