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 | $951,120 | -1.5% | 36,000 | 0.0% | 0.18% | +0.6% |
| Q2 2023 | $965,160 | +0.7% | 36,000 | 0.0% | 0.18% | -7.8% |
| Q1 2023 | $958,680 | -0.2% | 36,000 | 0.0% | 0.19% | -5.4% |
| Q4 2022 | $960,840 | +5.4% | 36,000 | +1.7% | 0.20% | +3.6% |
| Q2 2022 | $912,000 | -5.0% | 35,415 | +2.1% | 0.20% | -4.4% |
| Q1 2022 | $960,000 | +17.5% | 34,685 | +6.0% | 0.21% | +19.8% |
| Q4 2021 | $817,000 | +149.1% | 32,735 | +136.4% | 0.17% | +97.7% |
| Q3 2021 | $328,000 | +13.1% | 13,850 | +16.9% | 0.09% | +20.8% |
| Q2 2021 | $290,000 | +7.4% | 11,850 | 0.0% | 0.07% | +7.5% |
| Q1 2021 | $270,000 | – | 11,850 | – | 0.07% | – |
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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% |