FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 276 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,645,464 | -41.6% | 213,681 | -40.3% | 2.22% | -42.7% |
| Q2 2023 | $9,667,308 | -16.1% | 358,048 | -17.2% | 3.87% | -22.6% |
| Q1 2023 | $11,519,075 | +16.0% | 432,560 | +16.3% | 5.00% | +33.6% |
| Q4 2022 | $9,927,910 | -34.8% | 371,971 | -39.3% | 3.75% | -40.4% |
| Q3 2022 | $15,238,000 | +8.2% | 612,462 | +11.9% | 6.29% | +7.4% |
| Q2 2022 | $14,086,000 | +58.1% | 547,238 | +70.0% | 5.85% | +75.2% |
| Q1 2022 | $8,911,000 | +69.2% | 321,811 | +56.8% | 3.34% | +60.7% |
| Q4 2021 | $5,267,000 | +188.6% | 205,250 | +166.3% | 2.08% | +145.0% |
| Q3 2021 | $1,825,000 | +26.6% | 77,087 | +30.7% | 0.85% | +21.5% |
| Q2 2021 | $1,442,000 | -22.4% | 58,963 | -19.2% | 0.70% | -63.8% |
| Q4 2019 | $1,859,000 | – | 72,932 | – | 1.93% | – |
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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% |