FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 7 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,680 | +1.8% | 20,276 | +4.0% | 0.20% | -2.0% |
| Q2 2023 | $526,312 | +2.0% | 19,493 | +0.6% | 0.20% | -14.1% |
| Q1 2023 | $516,055 | +0.2% | 19,379 | +0.5% | 0.23% | -26.6% |
| Q4 2022 | $514,836 | +79.4% | 19,289 | +67.0% | 0.32% | +49.8% |
| Q3 2022 | $287,000 | +11.2% | 11,549 | +15.1% | 0.21% | +3.4% |
| Q2 2022 | $258,000 | -2.6% | 10,036 | +5.0% | 0.21% | +11.4% |
| Q1 2022 | $265,000 | +10.9% | 9,558 | 0.0% | 0.18% | +1.1% |
| Q4 2021 | $239,000 | – | 9,558 | +106100.0% | 0.18% | – |
| Q3 2021 | $0 | -100.0% | 9 | -59.1% | 0.00% | -100.0% |
| Q2 2021 | $1,000 | -94.1% | 22 | -97.1% | 0.00% | -92.3% |
| Q1 2021 | $17,000 | -5.6% | 756 | -12.3% | 0.01% | -23.5% |
| Q4 2020 | $18,000 | -98.4% | 862 | -98.2% | 0.02% | -97.7% |
| Q3 2018 | $1,129,000 | +1.1% | 48,126 | +0.0% | 0.75% | -6.7% |
| Q2 2018 | $1,117,000 | +6.2% | 48,103 | +0.2% | 0.81% | +0.5% |
| Q1 2018 | $1,052,000 | -11.0% | 48,014 | +0.4% | 0.80% | -9.3% |
| Q4 2017 | $1,182,000 | – | 47,814 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,730,247 | $42,703,000 | 36.58% |
| MCF Advisors LLC | 507,533 | $12,526,000 | 3.07% |
| FRONTIER INVESTMENT MGMT CO | 922,516 | $22,711,000 | 2.83% |
| Colorado Capital Management, Inc. | 115,148 | $2,841,000 | 2.74% |
| Wealthspire Advisors, L.P. | 458,075 | $11,305,000 | 1.88% |
| CHOREO, LLC | 385,342 | $9,510,000 | 1.83% |
| GIRARD SECURITIES, INC. | 70,659 | $1,748,000 | 1.60% |
| Beaumont Financial Partners, LLC | 369,173 | $9,111,000 | 1.50% |
| Blue Edge Capital, LLC | 108,484 | $2,677,385,000 | 1.48% |
| Jaffetilchin Investment Partners, LLC | 147,962 | $3,652,000 | 1.11% |