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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $758,000 | 0.0% | 32,014 | 0.0% | 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 | $805,000 | – | 38,379 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,760,060 | $44,424,000 | 31.43% |
| Colorado Capital Management, Inc. | 120,151 | $3,032,000 | 2.75% |
| Weatherstone Capital Management | 155,555 | $3,926,000 | 2.56% |
| Wealthspire Advisors, L.P. | 665,546 | $16,798,000 | 2.51% |
| FRONTIER INVESTMENT MGMT CO | 1,001,052 | $25,267,000 | 2.40% |
| Montecito Bank & Trust | 267,673 | $6,756,000 | 2.36% |
| MCF Advisors LLC | 414,434 | $10,460,000 | 2.29% |
| Private Advisory Group LLC | 193,838 | $4,893,000 | 1.92% |
| GIRARD SECURITIES, INC. | 85,739 | $2,164,000 | 1.88% |
| Karp Capital Management Corp | 101,501 | $2,562,000 | 1.69% |