FIRST TR EXCHANGE TRADED FD's ticker is EMLP and the CUSIP is 33738D101. A total of 7 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,570 | -7.6% | 13,421 | -5.5% | 0.32% | -9.4% |
| Q2 2023 | $383,647 | -2.6% | 14,209 | -3.9% | 0.35% | -11.4% |
| Q1 2023 | $393,936 | -1.0% | 14,793 | -0.8% | 0.40% | -9.6% |
| Q4 2022 | $397,846 | +6.7% | 14,906 | -0.5% | 0.44% | -3.1% |
| Q3 2022 | $373,000 | -11.8% | 14,977 | -8.9% | 0.45% | -11.4% |
| Q2 2022 | $423,000 | +7.1% | 16,437 | +15.2% | 0.51% | +22.9% |
| Q1 2022 | $395,000 | +17.6% | 14,265 | +6.1% | 0.42% | +22.1% |
| Q4 2021 | $336,000 | – | 13,444 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 1,443,770 | $29,135,000 | 26.36% |
| MCF Advisors LLC | 409,085 | $8,255,000 | 2.22% |
| FRONTIER INVESTMENT MGMT CO | 612,153 | $12,353,000 | 1.92% |
| Colorado Capital Management, Inc. | 87,339 | $1,762,000 | 1.91% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | $4,023,000 | 1.50% |
| Blue Edge Capital, LLC | 104,856 | $2,115,994,000 | 1.38% |
| GIRARD SECURITIES, INC. | 60,946 | $1,228,000 | 1.23% |
| Wealthspire Advisors, L.P. | 299,792 | $6,050,000 | 1.13% |
| Beaumont Financial Partners, LLC | 320,306 | $6,464,000 | 1.07% |
| WELCH & FORBES LLC | 1,283,380 | $25,899,000 | 0.83% |