FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 300 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,773,339 | -2.6% | 218,522 | -0.4% | 0.39% | +1.0% |
| Q2 2023 | $5,926,363 | +0.7% | 219,495 | -0.7% | 0.39% | -2.0% |
| Q1 2023 | $5,887,211 | +0.0% | 221,074 | +0.2% | 0.40% | -4.6% |
| Q4 2022 | $5,886,474 | +6.9% | 220,550 | -0.4% | 0.42% | +2.2% |
| Q3 2022 | $5,509,000 | +0.7% | 221,410 | +4.1% | 0.41% | +2.0% |
| Q2 2022 | $5,473,000 | -7.3% | 212,636 | -0.3% | 0.40% | +0.5% |
| Q1 2022 | $5,905,000 | +7.8% | 213,269 | -2.9% | 0.40% | -9.1% |
| Q4 2021 | $5,479,000 | +6.9% | 219,527 | +1.4% | 0.44% | -2.2% |
| Q3 2021 | $5,125,000 | -0.2% | 216,499 | +3.1% | 0.45% | -1.8% |
| Q2 2021 | $5,134,000 | +27.7% | 209,895 | +19.1% | 0.46% | +13.7% |
| Q1 2021 | $4,019,000 | – | 176,190 | – | 0.40% | – |
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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% |