Beacon Financial Advisory LLC - FIRST TR EXCHANGE TRADED FD ownership

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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%.

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Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$472,708
-1.3%
17,892
+0.8%
0.26%
-5.1%
Q2 2023$479,105
+0.8%
17,745
-0.6%
0.28%
-8.9%
Q1 2023$475,419
+0.6%
17,853
+0.8%
0.30%
-10.7%
Q4 2022$472,685
-11.5%
17,710
-17.4%
0.34%
-11.3%
Q3 2022$534,000
-2.6%
21,453
+0.7%
0.38%
+22.1%
Q2 2022$548,000
-6.8%
21,304
+0.4%
0.31%
+11.0%
Q1 2022$588,000
+11.6%
21,227
+0.6%
0.28%
+15.6%
Q4 2021$527,000
-1.7%
21,101
-6.9%
0.24%
-12.9%
Q3 2021$536,000
-4.6%
22,655
-1.5%
0.28%
-7.6%
Q2 2021$562,000
+2.7%
22,995
-4.0%
0.30%
-3.5%
Q1 2021$547,000
+16.1%
23,965
+6.6%
0.31%
+2.3%
Q4 2020$471,000
+5.8%
22,487
-3.8%
0.31%
-20.9%
Q3 2020$445,000
-3.5%
23,385
+1.0%
0.39%
-22.9%
Q2 2020$461,000
-1.9%
23,148
-12.4%
0.50%
-16.1%
Q1 2020$470,000
-32.6%
26,420
-3.5%
0.60%
+0.2%
Q4 2019$697,000–27,371–0.60%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 219,695$5,936,0002.44%
CURIAN CAPITAL LLC 3,938,664$106,462,0001.87%
Strategic Capital Group LLC 161,155$4,356,0001.36%
Beaumont Financial Partners, LLC 632,257$17,090,0001.21%
WELCH & FORBES LLC 977,780$26,430,0000.83%
Aspen Investment Management Inc 41,298$1,116,0000.68%
CHOREO, LLC 82,370$2,226,0000.63%
Montecito Bank & Trust 33,472$905,0000.55%
IFC Holdings Incorporated/FL 80,015$2,155,0000.39%
Winslow, Evans & Crocker, Inc. 32,679$883,324,0000.29%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders