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 ↓ |
|---|---|---|---|
| ALTFEST L J & CO INC | 1,104,141 | $23,684,000 | 6.61% |
| Huber Financial Advisors, LLC | 537,220 | $11,523,000 | 6.29% |
| TIEDEMANN ADVISORS, LLC | 4,708,418 | $101,002,000 | 5.16% |
| SRS Capital Advisors, Inc. | 508,390 | $10,905,000 | 4.34% |
| 1 NORTH WEALTH SERVICES LLC | 217,829 | $4,672,000 | 3.90% |
| FRONTIER INVESTMENT MGMT CO | 2,158,892 | $46,308,000 | 3.43% |
| Arlington Financial Advisors, LLC | 296,411 | $6,358,000 | 2.70% |
| Wealthspire Advisors, L.P. | 1,394,257 | $29,907,000 | 2.66% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 131,223 | $2,815,000 | 2.55% |
| AdvicePeriod, LLC | 1,037,023 | $22,244,000 | 2.52% |