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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,333,270 | +4.8% | 48,150 | +0.0% | 0.96% | -14.9% |
| Q3 2023 | $1,271,652 | -2.1% | 48,132 | +0.0% | 1.13% | +5.5% |
| Q2 2023 | $1,299,099 | -8.1% | 48,115 | -9.4% | 1.07% | -12.5% |
| Q1 2023 | $1,414,021 | -1.3% | 53,099 | -1.1% | 1.23% | -1.5% |
| Q4 2022 | $1,432,888 | +7.3% | 53,686 | +0.0% | 1.24% | +3.7% |
| Q3 2022 | $1,335,000 | +5.5% | 53,671 | +9.2% | 1.20% | +5.4% |
| Q2 2022 | $1,265,000 | -8.9% | 49,159 | -2.0% | 1.14% | +2.2% |
| Q1 2022 | $1,389,000 | +3.7% | 50,149 | -6.5% | 1.12% | -4.9% |
| Q4 2021 | $1,339,000 | – | 53,637 | – | 1.17% | – |
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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% |