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 | $1,602,386 | -27.9% | 60,650 | -26.3% | 1.05% | -23.8% |
| Q2 2023 | $2,222,621 | +2.3% | 82,319 | +0.9% | 1.38% | +0.6% |
| Q1 2023 | $2,171,726 | +3.8% | 81,551 | +4.0% | 1.37% | +3.5% |
| Q4 2022 | $2,092,731 | -46.2% | 78,408 | -50.2% | 1.32% | -4.4% |
| Q3 2022 | $3,887,000 | +77.6% | 157,432 | +85.1% | 1.39% | -11.3% |
| Q2 2022 | $2,189,000 | -9.8% | 85,043 | -3.0% | 1.56% | +1.4% |
| Q1 2022 | $2,427,000 | +19.5% | 87,660 | +6.4% | 1.54% | +9.2% |
| Q4 2021 | $2,031,000 | – | 82,409 | – | 1.41% | – |
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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% |