Beta Wealth Group, Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 232 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$257,239
-3.0%
9,737
-0.9%
0.15%
-0.7%
Q2 2023$265,272
-1.7%
9,825
-3.0%
0.15%
-0.6%
Q1 2023$269,742
-11.0%
10,129
-10.8%
0.15%
-24.1%
Q4 2022$303,047
+2.4%
11,354
-4.4%
0.20%
-4.7%
Q3 2022$296,000
-3.3%
11,882
+0.0%
0.21%
+3.9%
Q2 2022$306,000
-12.3%
11,881
-5.8%
0.20%
-12.4%
Q1 2022$349,000
-54.0%
12,607
-60.6%
0.23%
-57.2%
Q4 2021$758,0000.0%32,0140.0%0.55%0.0%
Q3 2021$758,000
-10.7%
32,014
-7.8%
0.55%
-7.4%
Q2 2021$849,000
+1.7%
34,724
-5.2%
0.59%
-2.6%
Q1 2021$835,000
+3.7%
36,613
-4.6%
0.61%
-12.2%
Q4 2020$805,00038,3790.69%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 1,104,141$23,684,0006.61%
Huber Financial Advisors, LLC 537,220$11,523,0006.29%
TIEDEMANN ADVISORS, LLC 4,708,418$101,002,0005.16%
SRS Capital Advisors, Inc. 508,390$10,905,0004.34%
1 NORTH WEALTH SERVICES LLC 217,829$4,672,0003.90%
FRONTIER INVESTMENT MGMT CO 2,158,892$46,308,0003.43%
Arlington Financial Advisors, LLC 296,411$6,358,0002.70%
Wealthspire Advisors, L.P. 1,394,257$29,907,0002.66%
ACCURATE INVESTMENT SOLUTIONS, INC. 131,223$2,815,0002.55%
AdvicePeriod, LLC 1,037,023$22,244,0002.52%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders