FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 227 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $906,708 | +9.8% | 33,582 | +8.3% | 0.59% | -3.0% |
| Q1 2023 | $825,790 | +18.9% | 31,010 | +19.1% | 0.61% | +33.7% |
| Q4 2022 | $694,788 | +20.0% | 26,032 | +11.9% | 0.45% | +1.3% |
| Q3 2022 | $579,000 | +10.7% | 23,261 | +14.5% | 0.45% | +19.8% |
| Q2 2022 | $523,000 | -14.8% | 20,312 | -8.4% | 0.37% | -9.4% |
| Q1 2022 | $614,000 | +20.6% | 22,174 | +8.8% | 0.41% | +14.1% |
| Q4 2021 | $509,000 | +6.3% | 20,381 | +0.8% | 0.36% | +17.5% |
| Q3 2021 | $479,000 | +3.2% | 20,217 | +6.6% | 0.31% | +3.7% |
| Q2 2021 | $464,000 | +13.4% | 18,965 | +5.7% | 0.30% | +12.1% |
| Q1 2021 | $409,000 | +27.0% | 17,940 | +16.9% | 0.26% | +31.2% |
| Q4 2020 | $322,000 | +23.8% | 15,340 | +12.2% | 0.20% | -19.2% |
| Q3 2020 | $260,000 | +5.7% | 13,667 | +10.7% | 0.25% | +4.6% |
| Q2 2020 | $246,000 | +13.4% | 12,347 | +1.1% | 0.24% | -3.2% |
| Q1 2020 | $217,000 | – | 12,208 | – | 0.25% | – |
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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% |