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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,252,781 | -8.7% | 85,268 | -6.7% | 0.59% | -5.6% |
| Q2 2023 | $2,467,719 | -8.5% | 91,397 | -9.7% | 0.62% | -11.0% |
| Q1 2023 | $2,695,808 | -1.4% | 101,232 | -1.1% | 0.70% | -5.3% |
| Q4 2022 | $2,733,003 | +6.5% | 102,398 | -0.7% | 0.74% | -6.0% |
| Q3 2022 | $2,566,000 | -7.6% | 103,144 | -4.4% | 0.79% | -5.9% |
| Q2 2022 | $2,778,000 | -8.0% | 107,913 | -1.1% | 0.84% | -2.1% |
| Q1 2022 | $3,020,000 | +10.6% | 109,059 | -0.3% | 0.85% | +3.3% |
| Q4 2021 | $2,730,000 | +26.3% | 109,377 | +19.8% | 0.83% | +13.2% |
| Q3 2021 | $2,162,000 | +12.8% | 91,324 | +16.6% | 0.73% | +10.1% |
| Q2 2021 | $1,916,000 | +36.7% | 78,330 | +27.4% | 0.66% | +25.6% |
| Q1 2021 | $1,402,000 | +62.8% | 61,461 | +49.6% | 0.53% | +55.8% |
| Q4 2020 | $861,000 | +201.0% | 41,071 | +173.2% | 0.34% | +143.9% |
| Q3 2020 | $286,000 | – | 15,035 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,760,060 | $44,424,000 | 31.43% |
| Colorado Capital Management, Inc. | 120,151 | $3,032,000 | 2.75% |
| Weatherstone Capital Management | 155,555 | $3,926,000 | 2.56% |
| Wealthspire Advisors, L.P. | 665,546 | $16,798,000 | 2.51% |
| FRONTIER INVESTMENT MGMT CO | 1,001,052 | $25,267,000 | 2.40% |
| Montecito Bank & Trust | 267,673 | $6,756,000 | 2.36% |
| MCF Advisors LLC | 414,434 | $10,460,000 | 2.29% |
| Private Advisory Group LLC | 193,838 | $4,893,000 | 1.92% |
| GIRARD SECURITIES, INC. | 85,739 | $2,164,000 | 1.88% |
| Karp Capital Management Corp | 101,501 | $2,562,000 | 1.69% |