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 | $229,624 | -2.0% | 8,691 | +0.2% | 0.02% | -5.0% |
| Q2 2023 | $234,211 | +1.6% | 8,675 | +0.2% | 0.02% | -4.8% |
| Q1 2023 | $230,550 | -0.0% | 8,657 | +0.2% | 0.02% | -12.5% |
| Q4 2022 | $230,648 | -47.5% | 8,641 | -51.1% | 0.02% | -4.0% |
| Q3 2022 | $439,000 | -9.5% | 17,659 | -6.1% | 0.02% | -10.7% |
| Q2 2022 | $485,000 | -62.5% | 18,816 | -59.7% | 0.03% | -55.6% |
| Q1 2022 | $1,294,000 | +516.2% | 46,700 | +366.8% | 0.06% | +103.2% |
| Q4 2020 | $210,000 | +11.1% | 10,005 | -4.9% | 0.03% | -27.9% |
| Q1 2020 | $189,000 | -64.1% | 10,526 | -49.0% | 0.04% | -46.2% |
| Q4 2019 | $527,000 | +4.4% | 20,655 | +4.6% | 0.08% | -23.8% |
| Q3 2019 | $505,000 | -3.3% | 19,752 | -4.7% | 0.10% | +52.2% |
| Q2 2019 | $522,000 | -19.1% | 20,716 | -20.8% | 0.07% | -52.1% |
| Q1 2019 | $645,000 | +15.2% | 26,145 | +0.1% | 0.14% | -4.6% |
| Q4 2018 | $560,000 | – | 26,127 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,443,770 | $29,135,000 | 26.36% |
| MCF Advisors LLC | 409,085 | $8,255,000 | 2.22% |
| FRONTIER INVESTMENT MGMT CO | 612,153 | $12,353,000 | 1.92% |
| Colorado Capital Management, Inc. | 87,339 | $1,762,000 | 1.91% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | $4,023,000 | 1.50% |
| Blue Edge Capital, LLC | 104,856 | $2,115,994,000 | 1.38% |
| GIRARD SECURITIES, INC. | 60,946 | $1,228,000 | 1.23% |
| Wealthspire Advisors, L.P. | 299,792 | $6,050,000 | 1.13% |
| Beaumont Financial Partners, LLC | 320,306 | $6,464,000 | 1.07% |
| WELCH & FORBES LLC | 1,283,380 | $25,899,000 | 0.83% |