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 | $533,885 | -2.1% | 20,208 | 0.0% | 0.19% | -3.0% |
| Q2 2023 | $545,605 | +1.7% | 20,208 | +0.3% | 0.20% | -3.4% |
| Q1 2023 | $536,607 | -2.8% | 20,150 | -2.6% | 0.20% | -13.1% |
| Q4 2022 | $552,106 | +7.4% | 20,686 | +0.2% | 0.24% | +4.0% |
| Q3 2022 | $514,000 | -6.0% | 20,645 | -2.9% | 0.23% | -4.2% |
| Q2 2022 | $547,000 | -9.6% | 21,252 | -2.8% | 0.24% | -19.9% |
| Q1 2022 | $605,000 | +11.0% | 21,864 | +0.2% | 0.30% | +17.0% |
| Q4 2021 | $545,000 | +5.6% | 21,831 | +0.1% | 0.25% | -1.2% |
| Q3 2021 | $516,000 | +1.4% | 21,817 | +4.8% | 0.26% | -4.8% |
| Q2 2021 | $509,000 | +7.8% | 20,820 | +0.6% | 0.27% | -9.1% |
| Q1 2021 | $472,000 | +8.3% | 20,696 | -0.6% | 0.30% | -1.7% |
| Q4 2020 | $436,000 | +9.8% | 20,814 | -0.1% | 0.30% | -8.5% |
| Q3 2020 | $397,000 | +0.8% | 20,841 | +5.4% | 0.33% | -4.4% |
| Q2 2020 | $394,000 | +3.1% | 19,773 | -7.8% | 0.34% | -11.1% |
| Q1 2020 | $382,000 | -64.1% | 21,453 | -48.6% | 0.39% | -60.3% |
| Q4 2019 | $1,064,000 | -19.1% | 41,742 | -18.9% | 0.98% | -9.7% |
| Q3 2019 | $1,316,000 | +24.4% | 51,442 | +22.3% | 1.08% | +26.5% |
| Q2 2019 | $1,058,000 | +12.7% | 42,070 | +10.8% | 0.85% | +20.6% |
| Q1 2019 | $939,000 | +32.4% | 37,969 | +14.9% | 0.71% | +18.0% |
| Q4 2018 | $709,000 | -8.5% | 33,032 | 0.0% | 0.60% | +3.4% |
| Q3 2018 | $775,000 | +1.0% | 33,032 | 0.0% | 0.58% | +0.5% |
| Q2 2018 | $767,000 | +22.7% | 33,032 | +15.9% | 0.58% | +24.4% |
| Q1 2018 | $625,000 | -10.6% | 28,508 | +0.2% | 0.46% | -18.5% |
| Q4 2017 | $699,000 | +183.0% | 28,460 | +186.0% | 0.57% | +64.5% |
| Q3 2017 | $247,000 | -44.4% | 9,951 | -44.9% | 0.35% | -14.6% |
| Q2 2017 | $444,000 | -2.8% | 18,075 | 0.0% | 0.40% | -4.3% |
| Q1 2017 | $457,000 | +21.2% | 18,075 | +21.0% | 0.42% | +10.2% |
| Q4 2016 | $377,000 | – | 14,933 | – | 0.38% | – |
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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% |