Institutional Ownership First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 75.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
13,413
shares
|
$513,852
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,406
shares
|
$513,583
0.03% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
13,298
shares
|
$509,446
0.0% of portfolio
|
Q2 2025
Added 89.97%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,286
shares
|
$508,986
0.05% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
13,239
shares
|
$507,186
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
13,125
shares
|
$502,818
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
13,114
shares
|
$502,397
0.01% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,096
shares
|
$501,707
0.05% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,056
shares
|
$500,175
0.3% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
13,035
shares
|
$499,370
0.09% of portfolio
|
Q2 2025
Reduced 32.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,618
shares
|
$483,395
0.02% of portfolio
|
Q2 2025
Reduced 31.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
12,500
shares
|
$478,875
0.0% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$478,875
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,486
shares
|
$478,338
0.0% of portfolio
|
Q3 2025
Added 291.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,222
shares
|
$468,224
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
11,887
shares
|
$455,390
0.02% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,855
shares
|
$454,165
0.0% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,714
shares
|
$448,763
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,681
shares
|
$447,499
0.09% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
11,645
shares
|
$446,119
0.17% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,580
shares
|
$443,629
0.11% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
11,343
shares
|
$434,550
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,289
shares
|
$432,481
0.0% of portfolio
|
Q2 2025
Reduced 73.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
11,077
shares
|
$424,359
0.15% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
10,791
shares
|
$413,403
0.29% of portfolio
|
Q3 2025
Added 50.63%
|