FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 7 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |