Vivaldi Capital Management LP - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 291 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q1 2021$326,000
+16.4%
13,3580.0%0.06%
+6.7%
Q4 2020$280,000
+16.7%
13,358
+17.1%
0.06%
+13.2%
Q3 2020$240,000
-1.6%
11,4080.0%0.05%
+3.9%
Q2 2020$244,00011,4080.05%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2024
NameSharesValueWeighting ↓
BEACON FINANCIAL GROUP 121,594$57,217,0009.37%
Huber Financial Advisors, LLC 658,119$16,275,0007.94%
Arlington Financial Advisors, LLC 558,376$13,809,0007.85%
ALTFEST L J & CO INC 1,082,477$26,770,0006.52%
TIEDEMANN ADVISORS, LLC 5,100,515$126,135,0005.94%
1 NORTH WEALTH SERVICES LLC 261,711$6,472,0004.56%
FRONTIER INVESTMENT MGMT CO 2,470,513$61,096,0003.80%
CFO4Life Group, LLC 285,748$7,067,0003.31%
ACCURATE INVESTMENT SOLUTIONS, INC. 147,525$3,648,0002.86%
Wealthspire Advisors, L.P. 1,477,188$36,531,0002.76%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders