Pinnacle Wealth Planning Services, Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 280 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$3,718,367
+0.0%
140,741
+2.2%
0.61%
+2.2%
Q2 2023$3,717,377
+5.1%
137,681
+3.7%
0.60%
+2.0%
Q1 2023$3,536,827
+0.8%
132,814
+1.1%
0.59%
-5.6%
Q4 2022$3,507,429
+23.0%
131,414
+14.7%
0.62%
+18.2%
Q3 2022$2,851,000
+7.6%
114,581
+11.3%
0.53%
+10.7%
Q2 2022$2,650,000
+23.0%
102,957
+32.3%
0.48%
+21.4%
Q1 2022$2,154,000
+5.6%
77,794
-4.8%
0.39%
-1.8%
Q4 2021$2,040,000
+7.5%
81,755
-2.1%
0.40%
-4.8%
Q3 2021$1,897,000
-2.1%
83,481
+1.2%
0.42%
-7.1%
Q2 2021$1,937,000
+9.2%
82,500
+2.0%
0.45%
-0.9%
Q1 2021$1,774,000
+11.0%
80,856
+2.3%
0.46%
+19.1%
Q4 2020$1,598,000
+10.4%
79,019
+0.6%
0.38%
-20.1%
Q3 2020$1,447,000
+3.5%
78,522
-0.9%
0.48%
+5.3%
Q2 2020$1,398,000
+34.7%
79,217
+14.9%
0.45%
-7.9%
Q1 2020$1,038,000
-27.7%
68,919
+22.3%
0.49%
-27.0%
Q4 2019$1,436,000
+8.1%
56,368
-12.9%
0.68%
-6.8%
Q3 2019$1,329,000
+11.0%
64,699
+36.0%
0.72%
+0.3%
Q2 2019$1,197,000
+6.3%
47,590
+4.4%
0.72%
-4.5%
Q1 2019$1,126,000
+24.1%
45,567
+7.8%
0.76%
+30.3%
Q4 2018$907,000
+11.7%
42,278
+22.2%
0.58%
-21.8%
Q3 2018$812,000
+14.5%
34,596
+13.3%
0.74%
+7.7%
Q2 2018$709,000
+33.5%
30,541
+25.8%
0.69%
+26.2%
Q1 2018$531,00024,2770.55%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 219,695$5,936,0002.44%
CURIAN CAPITAL LLC 3,938,664$106,462,0001.87%
Strategic Capital Group LLC 161,155$4,356,0001.36%
Beaumont Financial Partners, LLC 632,257$17,090,0001.21%
WELCH & FORBES LLC 977,780$26,430,0000.83%
Aspen Investment Management Inc 41,298$1,116,0000.68%
CHOREO, LLC 82,370$2,226,0000.63%
Montecito Bank & Trust 33,472$905,0000.55%
IFC Holdings Incorporated/FL 80,015$2,155,0000.39%
Winslow, Evans & Crocker, Inc. 32,679$883,324,0000.29%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders