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 268 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 219,695$5,936,0002.44%
CURIAN CAPITAL LLC 3,938,664$106,462,0001.87%
Strategic Capital Group LLC 161,155$4,356,0001.36%
Beaumont Financial Partners, LLC 632,257$17,090,0001.21%
WELCH & FORBES LLC 977,780$26,430,0000.83%
Aspen Investment Management Inc 41,298$1,116,0000.68%
CHOREO, LLC 82,370$2,226,0000.63%
Montecito Bank & Trust 33,472$905,0000.55%
IFC Holdings Incorporated/FL 80,015$2,155,0000.39%
Winslow, Evans & Crocker, Inc. 32,679$883,324,0000.29%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders