GeoWealth 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 229 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$354,848
+42.4%
11,650
+38.1%
0.02%
+50.0%
Q1 2024$249,167
+42934.0%
8,438
-59.7%
0.01%
-79.2%
Q4 2023$579
+74.9%
20,918
+67.3%
0.05%
+26.3%
Q3 2023$331
-21.9%
12,504
-20.4%
0.04%
-17.4%
Q2 2023$424
-37.7%
15,701
-38.6%
0.05%
-42.5%
Q1 2023$681
-14.8%
25,571
-14.5%
0.08%
-4.8%
Q4 2022$799
-99.9%
29,915
-11.6%
0.08%
-8.7%
Q3 2022$844,000
+23.2%
33,858
+27.3%
0.09%0.0%
Q2 2022$685,000
+9.1%
26,591
+17.4%
0.09%
+67.3%
Q1 2022$628,000
-30.5%
22,646
-37.4%
0.06%
-25.7%
Q4 2021$903,000
+168.8%
36,155
+155.1%
0.07%
+164.3%
Q3 2021$336,000
-90.8%
14,172
-90.5%
0.03%
-93.9%
Q2 2021$3,648,000
+139.4%
149,105
+122.9%
0.46%
+93.7%
Q1 2021$1,524,000
+2.1%
66,894
-5.8%
0.24%
-0.4%
Q4 2020$1,492,000
+67.1%
70,990
+51.9%
0.24%
-11.5%
Q3 2020$893,000
+61.5%
46,739
+68.7%
0.27%
+17.9%
Q2 2020$553,000
+104.1%
27,704
+82.2%
0.23%
+19.3%
Q1 2020$271,00015,2080.19%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Glassman Wealth Services 2,346,648$54,489,00027.09%
Huber Financial Advisors, LLC 435,155$10,104,0009.21%
Arlington Financial Advisors, LLC 524,367$12,543,0007.30%
TIEDEMANN ADVISORS, LLC 3,747,833$87,013,0005.56%
SRS Capital Advisors, Inc. 434,967$10,099,0004.43%
FRONTIER INVESTMENT MGMT CO 2,315,726$53,771,0004.11%
McKinley Carter Wealth Services, Inc. 457,029$10,612,0003.42%
AdvicePeriod, LLC 840,457$19,515,0003.10%
Advisory Alpha, LLC 511,369$12,053,0003.02%
ACCURATE INVESTMENT SOLUTIONS, INC. 150,886$3,504,0002.57%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders