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 | $1,051,298 | +35.9% | 39,792 | +38.9% | 0.00% | +100.0% |
| Q2 2023 | $773,399 | -19.5% | 28,644 | -20.6% | 0.00% | -50.0% |
| Q1 2023 | $960,873 | -48.1% | 36,082 | -48.0% | 0.00% | -33.3% |
| Q4 2022 | $1,851,311 | -41.3% | 69,363 | -45.3% | 0.00% | -50.0% |
| Q3 2022 | $3,153,000 | -1.7% | 126,745 | +1.7% | 0.01% | 0.0% |
| Q2 2022 | $3,208,000 | +147.3% | 124,618 | +166.1% | 0.01% | +200.0% |
| Q1 2022 | $1,297,000 | +17.4% | 46,824 | +5.8% | 0.00% | 0.0% |
| Q4 2021 | $1,105,000 | +10.1% | 44,266 | +4.4% | 0.00% | 0.0% |
| Q3 2021 | $1,004,000 | -0.1% | 42,419 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $1,005,000 | +6.8% | 41,105 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $941,000 | -85.6% | 41,244 | -86.7% | 0.00% | -83.3% |
| Q4 2020 | $6,522,000 | +8.4% | 311,005 | -1.6% | 0.01% | -7.7% |
| Q3 2020 | $6,018,000 | -4.0% | 316,038 | +0.6% | 0.01% | -7.1% |
| Q2 2020 | $6,266,000 | +11.6% | 314,260 | -0.4% | 0.01% | -6.7% |
| Q1 2020 | $5,614,000 | -42.2% | 315,570 | -17.2% | 0.02% | -25.0% |
| Q4 2019 | $9,715,000 | – | 381,143 | – | 0.02% | – |
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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% |