BerganKDV Wealth Management, LLC - 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
BerganKDV Wealth Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2020$20,000
+1900.0%
1,011
+1163.8%
0.00%
Q1 2020$1,000
-50.0%
800.0%0.00%
Q4 2019$2,0000.0%800.0%0.00%
Q3 2019$2,0000.0%800.0%0.00%
Q2 2019$2,000
-99.5%
80
-99.5%
0.00%
-100.0%
Q1 2019$389,000
-0.3%
15,727
-13.6%
0.08%
-12.1%
Q4 2018$390,000
-6.0%
18,197
+2.9%
0.09%
+2.2%
Q3 2018$415,000
-3.5%
17,684
-4.5%
0.09%
-7.3%
Q2 2018$430,000
+15.3%
18,517
+8.7%
0.10%
-5.9%
Q1 2018$373,000
-11.6%
17,030
-0.8%
0.10%
+1.0%
Q4 2017$422,000
+11.1%
17,170
+12.1%
0.10%
+6.3%
Q3 2017$380,000
-7.3%
15,318
-8.3%
0.10%
-18.1%
Q2 2017$410,000
-7.9%
16,697
-5.0%
0.12%
-12.1%
Q1 2017$445,000
-3.1%
17,577
-3.3%
0.13%
-13.7%
Q4 2016$459,000
-15.8%
18,176
-15.5%
0.15%
-18.6%
Q3 2016$545,000
-82.8%
21,508
-84.5%
0.19%
-76.2%
Q2 2016$3,168,000
+56.5%
138,943
+50.0%
0.79%
-34.9%
Q1 2016$2,024,00092,6001.22%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
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