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 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
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 Q3 2023
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