FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 225 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,760,060 | $44,424,000 | 31.43% |
| Colorado Capital Management, Inc. | 120,151 | $3,032,000 | 2.75% |
| Weatherstone Capital Management | 155,555 | $3,926,000 | 2.56% |
| Wealthspire Advisors, L.P. | 665,546 | $16,798,000 | 2.51% |
| FRONTIER INVESTMENT MGMT CO | 1,001,052 | $25,267,000 | 2.40% |
| Montecito Bank & Trust | 267,673 | $6,756,000 | 2.36% |
| MCF Advisors LLC | 414,434 | $10,460,000 | 2.29% |
| Private Advisory Group LLC | 193,838 | $4,893,000 | 1.92% |
| GIRARD SECURITIES, INC. | 85,739 | $2,164,000 | 1.88% |
| Karp Capital Management Corp | 101,501 | $2,562,000 | 1.69% |