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 | $206,657 | -2.1% | 7,822 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $211,194 | -3.3% | 7,822 | -4.6% | 0.15% | -12.5% |
| Q1 2023 | $218,313 | -7.2% | 8,198 | -7.0% | 0.18% | -21.1% |
| Q4 2022 | $235,326 | -18.6% | 8,817 | -24.2% | 0.22% | -26.4% |
| Q3 2022 | $289,000 | -3.3% | 11,629 | 0.0% | 0.30% | +6.7% |
| Q2 2022 | $299,000 | -7.1% | 11,629 | 0.0% | 0.28% | +7.6% |
| Q1 2022 | $322,000 | +10.3% | 11,629 | -0.4% | 0.26% | +22.2% |
| Q4 2021 | $292,000 | – | 11,679 | – | 0.22% | – |
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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% |