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 | $305,098 | -24.0% | 11,548 | -22.3% | 0.02% | -21.1% |
| Q2 2023 | $401,281 | -57.0% | 14,862 | -57.6% | 0.02% | -66.7% |
| Q1 2023 | $933,309 | -12.2% | 35,047 | -12.0% | 0.06% | -24.0% |
| Q4 2022 | $1,063,183 | +3.6% | 39,835 | -3.4% | 0.08% | -11.8% |
| Q3 2022 | $1,026,000 | -30.4% | 41,233 | -28.1% | 0.08% | -30.9% |
| Q2 2022 | $1,475,000 | -19.3% | 57,323 | -13.2% | 0.12% | -5.4% |
| Q1 2022 | $1,828,000 | +9.4% | 66,008 | -1.4% | 0.13% | +4.0% |
| Q4 2021 | $1,671,000 | +36.4% | 66,928 | +29.3% | 0.12% | -25.6% |
| Q3 2021 | $1,225,000 | -0.6% | 51,763 | +2.7% | 0.17% | -23.6% |
| Q2 2021 | $1,233,000 | +19.4% | 50,390 | +11.3% | 0.22% | +10.0% |
| Q1 2021 | $1,033,000 | -6.8% | 45,287 | -14.3% | 0.20% | -33.3% |
| Q4 2020 | $1,108,000 | – | 52,824 | – | 0.30% | – |
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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% |