FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 280 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,307 | +12.4% | 9,048 | +13.8% | 0.03% | +13.8% |
| Q2 2023 | $214,593 | -13.3% | 7,948 | -14.5% | 0.03% | -19.4% |
| Q1 2023 | $247,603 | -19.5% | 9,298 | -19.3% | 0.04% | +12.5% |
| Q4 2022 | $307,626 | +33.8% | 11,526 | +24.4% | 0.03% | -34.7% |
| Q3 2022 | $230,000 | -3.4% | 9,264 | 0.0% | 0.05% | +133.3% |
| Q2 2022 | $238,000 | -9.8% | 9,264 | -2.7% | 0.02% | -56.2% |
| Q1 2022 | $264,000 | -10.2% | 9,520 | -19.1% | 0.05% | -5.9% |
| Q4 2021 | $294,000 | +254.2% | 11,763 | +197.0% | 0.05% | +537.5% |
| Q1 2021 | $83,000 | 0.0% | 3,960 | 0.0% | 0.01% | -46.7% |
| Q4 2020 | $83,000 | – | 3,960 | – | 0.02% | – |
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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% |