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 | $938,198 | -4.6% | 19,014 | -47.8% | 0.10% | -20.5% |
| Q2 2023 | $983,814 | +7.5% | 36,438 | +6.0% | 0.13% | -11.8% |
| Q1 2023 | $915,117 | +19.7% | 34,364 | +20.0% | 0.14% | +9.1% |
| Q4 2022 | $764,527 | -14.1% | 28,646 | -19.9% | 0.13% | -17.0% |
| Q3 2022 | $890,000 | -3.1% | 35,752 | -1.8% | 0.16% | -3.0% |
| Q2 2022 | $918,000 | +24.9% | 36,417 | +36.9% | 0.16% | -27.4% |
| Q1 2022 | $735,000 | -30.8% | 26,610 | -37.5% | 0.23% | +17.1% |
| Q4 2021 | $1,062,000 | +4.8% | 42,578 | -0.6% | 0.19% | -21.2% |
| Q3 2021 | $1,013,000 | +32.6% | 42,832 | +8.7% | 0.24% | -36.9% |
| Q2 2021 | $764,000 | +50.7% | 39,418 | +75.6% | 0.39% | +24.0% |
| Q1 2021 | $507,000 | +37.8% | 22,445 | +27.6% | 0.31% | +10.6% |
| Q4 2020 | $368,000 | +3.4% | 17,590 | -6.1% | 0.28% | -12.7% |
| Q3 2020 | $356,000 | -4.6% | 18,729 | +0.0% | 0.32% | +15.7% |
| Q2 2020 | $373,000 | -29.4% | 18,721 | -36.9% | 0.28% | -48.1% |
| Q1 2020 | $528,000 | -87.0% | 29,690 | -81.4% | 0.54% | -76.2% |
| Q4 2019 | $4,061,000 | – | 159,348 | – | 2.27% | – |
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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% |