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 | $1,903,614 | +2.2% | 72,052 | +4.5% | 1.05% | +4.0% |
| Q2 2023 | $1,862,001 | +2.0% | 68,963 | +0.6% | 1.01% | +7.3% |
| Q1 2023 | $1,824,714 | +19.3% | 68,521 | +19.6% | 0.94% | +13.6% |
| Q4 2022 | $1,529,257 | +39.7% | 57,297 | +30.2% | 0.83% | +25.5% |
| Q3 2022 | $1,095,000 | -8.4% | 44,000 | -5.2% | 0.66% | -2.4% |
| Q2 2022 | $1,195,000 | -39.8% | 46,436 | -35.3% | 0.68% | -29.4% |
| Q1 2022 | $1,986,000 | -25.3% | 71,726 | -32.7% | 0.96% | -15.0% |
| Q4 2021 | $2,658,000 | +9.5% | 106,510 | +3.9% | 1.13% | +4.5% |
| Q3 2021 | $2,427,000 | -0.4% | 102,529 | +2.9% | 1.08% | -8.6% |
| Q2 2021 | $2,437,000 | +8.0% | 99,622 | +0.7% | 1.18% | +5.5% |
| Q1 2021 | $2,257,000 | +57.2% | 98,968 | +44.5% | 1.12% | +13.4% |
| Q4 2020 | $1,436,000 | – | 68,479 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 219,695 | $5,936,000 | 2.44% |
| CURIAN CAPITAL LLC | 3,938,664 | $106,462,000 | 1.87% |
| Strategic Capital Group LLC | 161,155 | $4,356,000 | 1.36% |
| Beaumont Financial Partners, LLC | 632,257 | $17,090,000 | 1.21% |
| WELCH & FORBES LLC | 977,780 | $26,430,000 | 0.83% |
| Aspen Investment Management Inc | 41,298 | $1,116,000 | 0.68% |
| CHOREO, LLC | 82,370 | $2,226,000 | 0.63% |
| Montecito Bank & Trust | 33,472 | $905,000 | 0.55% |
| IFC Holdings Incorporated/FL | 80,015 | $2,155,000 | 0.39% |
| Winslow, Evans & Crocker, Inc. | 32,679 | $883,324,000 | 0.29% |