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 | $487,409 | -1.9% | 18,448 | +0.3% | 0.06% | +8.6% |
| Q2 2023 | $496,691 | +1.6% | 18,396 | +0.2% | 0.06% | -6.5% |
| Q1 2023 | $488,702 | -11.1% | 18,352 | -10.9% | 0.06% | -13.9% |
| Q4 2022 | $549,761 | +7.4% | 20,598 | 0.0% | 0.07% | -6.5% |
| Q3 2022 | $512,000 | -2.7% | 20,598 | +0.8% | 0.08% | +1.3% |
| Q2 2022 | $526,000 | +79.5% | 20,426 | +93.4% | 0.08% | +85.4% |
| Q1 2022 | $293,000 | +14.9% | 10,564 | +3.6% | 0.04% | +13.9% |
| Q4 2021 | $255,000 | +5.8% | 10,200 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $241,000 | -5.1% | 10,200 | -1.7% | 0.04% | -7.5% |
| Q2 2021 | $254,000 | -47.4% | 10,377 | -55.0% | 0.04% | -55.1% |
| Q4 2020 | $483,000 | +7.1% | 23,046 | -2.6% | 0.09% | -16.0% |
| Q3 2020 | $451,000 | -9.6% | 23,671 | -5.5% | 0.11% | -17.8% |
| Q2 2020 | $499,000 | -81.5% | 25,045 | -83.5% | 0.13% | -84.6% |
| Q1 2020 | $2,701,000 | +7.4% | 151,803 | +53.9% | 0.84% | +73.3% |
| Q4 2019 | $2,514,000 | – | 98,613 | – | 0.48% | – |
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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% |