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 | 1,443,770 | $29,135,000 | 26.36% |
| MCF Advisors LLC | 409,085 | $8,255,000 | 2.22% |
| FRONTIER INVESTMENT MGMT CO | 612,153 | $12,353,000 | 1.92% |
| Colorado Capital Management, Inc. | 87,339 | $1,762,000 | 1.91% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | $4,023,000 | 1.50% |
| Blue Edge Capital, LLC | 104,856 | $2,115,994,000 | 1.38% |
| GIRARD SECURITIES, INC. | 60,946 | $1,228,000 | 1.23% |
| Wealthspire Advisors, L.P. | 299,792 | $6,050,000 | 1.13% |
| Beaumont Financial Partners, LLC | 320,306 | $6,464,000 | 1.07% |
| WELCH & FORBES LLC | 1,283,380 | $25,899,000 | 0.83% |