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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,415 | -2.1% | 3,725 | 0.0% | 0.07% | +3.0% |
| Q2 2023 | $100,575 | -20.1% | 3,725 | -21.2% | 0.07% | -25.0% |
| Q1 2023 | $125,827 | -0.2% | 4,725 | 0.0% | 0.09% | -4.3% |
| Q4 2022 | $126,110 | -11.2% | 4,725 | -17.5% | 0.09% | -19.3% |
| Q3 2022 | $142,000 | -3.4% | 5,725 | 0.0% | 0.11% | +2.7% |
| Q2 2022 | $147,000 | -7.5% | 5,725 | 0.0% | 0.11% | +11.0% |
| Q1 2022 | $159,000 | +11.2% | 5,725 | 0.0% | 0.10% | +17.6% |
| Q4 2021 | $143,000 | +5.1% | 5,725 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $136,000 | -2.9% | 5,725 | 0.0% | 0.09% | -7.3% |
| Q2 2021 | $140,000 | +6.9% | 5,725 | 0.0% | 0.10% | +33.3% |
| Q1 2021 | $131,000 | +9.2% | 5,725 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $120,000 | +10.1% | 5,725 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $109,000 | -4.4% | 5,725 | 0.0% | 0.07% | -11.4% |
| Q2 2020 | $114,000 | +159.1% | 5,725 | +129.0% | 0.08% | +119.4% |
| Q1 2020 | $44,000 | – | 2,500 | – | 0.04% | – |
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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% |