FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 227 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,027,291 | -0.7% | 38,883 | +1.5% | 0.06% | +5.0% |
| Q2 2023 | $1,034,534 | -37.2% | 38,316 | -38.0% | 0.06% | -39.4% |
| Q1 2023 | $1,646,688 | -2.3% | 61,836 | -2.1% | 0.10% | -9.2% |
| Q4 2022 | $1,686,177 | +7.9% | 63,176 | +0.6% | 0.11% | +2.8% |
| Q3 2022 | $1,563,000 | -3.0% | 62,810 | +0.3% | 0.11% | +1.0% |
| Q2 2022 | $1,611,000 | +19.4% | 62,599 | +28.5% | 0.10% | +32.9% |
| Q1 2022 | $1,349,000 | +25.4% | 48,721 | +13.0% | 0.08% | +25.4% |
| Q4 2021 | $1,076,000 | +4.7% | 43,116 | -0.7% | 0.06% | -7.4% |
| Q3 2021 | $1,028,000 | -4.5% | 43,415 | -1.4% | 0.07% | -13.9% |
| Q2 2021 | $1,077,000 | +9.3% | 44,019 | +1.9% | 0.08% | -12.2% |
| Q1 2021 | $985,000 | +15.7% | 43,185 | +6.4% | 0.09% | -3.2% |
| Q4 2020 | $851,000 | -3.6% | 40,572 | -12.5% | 0.09% | -17.0% |
| Q3 2020 | $883,000 | -4.4% | 46,357 | 0.0% | 0.11% | +3.7% |
| Q2 2020 | $924,000 | – | 46,357 | – | 0.11% | – |
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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% |