Icon Wealth Partners, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 232 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$858,918
-2.0%
32,510
+0.1%
0.10%
+5.4%
Q2 2023$876,678
+1.5%
32,470
+0.1%
0.09%
-1.1%
Q1 2023$863,556
+3.8%
32,428
+0.3%
0.09%
-6.0%
Q2 2022$832,000
-6.9%
32,325
+0.1%
0.10%
+12.4%
Q1 2022$894,000
+10.9%
32,2960.0%0.09%
+9.9%
Q4 2021$806,000
+81.1%
32,296
+71.8%
0.08%
+72.3%
Q3 2021$445,000
-3.3%
18,7960.0%0.05%
-4.1%
Q2 2021$460,000
+7.2%
18,7960.0%0.05%
-9.3%
Q1 2021$429,000
+8.9%
18,7960.0%0.05%
-12.9%
Q4 2020$394,000
+10.1%
18,796
+0.1%
0.06%
-10.1%
Q3 2020$358,000
-27.2%
18,780
-23.9%
0.07%
-42.0%
Q2 2020$492,000
+12.3%
24,665
+0.3%
0.12%
-31.2%
Q1 2020$438,000
-30.1%
24,5930.0%0.17%
-12.6%
Q4 2019$627,000
-0.3%
24,5930.0%0.20%
-7.9%
Q3 2019$629,000
+1.6%
24,5930.0%0.22%
-1.8%
Q2 2019$619,000
+1.8%
24,5930.0%0.22%
-3.5%
Q1 2019$608,000
+15.2%
24,5930.0%0.23%
-11.0%
Q4 2018$528,000
-18.3%
24,593
-10.7%
0.26%
-5.2%
Q3 2018$646,000
+0.9%
27,5500.0%0.27%0.0%
Q2 2018$640,000
+2.1%
27,550
-3.8%
0.27%
-19.9%
Q1 2018$627,000
-38.2%
28,650
-30.6%
0.34%
-33.1%
Q4 2017$1,014,00041,3000.50%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 1,104,141$23,684,0006.61%
Huber Financial Advisors, LLC 537,220$11,523,0006.29%
TIEDEMANN ADVISORS, LLC 4,708,418$101,002,0005.16%
SRS Capital Advisors, Inc. 508,390$10,905,0004.34%
1 NORTH WEALTH SERVICES LLC 217,829$4,672,0003.90%
FRONTIER INVESTMENT MGMT CO 2,158,892$46,308,0003.43%
Arlington Financial Advisors, LLC 296,411$6,358,0002.70%
Wealthspire Advisors, L.P. 1,394,257$29,907,0002.66%
ACCURATE INVESTMENT SOLUTIONS, INC. 131,223$2,815,0002.55%
AdvicePeriod, LLC 1,037,023$22,244,0002.52%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders