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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,457 | +3.9% | 15,498 | +6.2% | 0.05% | +8.2% |
| Q2 2023 | $393,903 | +1.4% | 14,589 | 0.0% | 0.05% | -3.9% |
| Q1 2023 | $388,505 | -1.5% | 14,589 | -1.3% | 0.05% | -7.3% |
| Q4 2022 | $394,585 | +73.1% | 14,784 | +61.2% | 0.06% | +48.6% |
| Q3 2022 | $228,000 | +12.3% | 9,169 | +16.5% | 0.04% | +15.6% |
| Q2 2022 | $203,000 | – | 7,869 | – | 0.03% | – |
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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% |