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 379 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
532,318
shares
|
$19.3 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
494,000
shares
|
$17.9 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
449,899
shares
|
$16.3 Million
2.07% of portfolio
|
Q2 2023
Added 18.66%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
417,995
shares
|
$15.1 Million
4.91% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
372,124
shares
|
$13.5 Million
0.09% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
347,195
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
331,740
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$11.8 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
304,958
shares
|
$11 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
302,319
shares
|
$10.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
293,489
shares
|
$10.6 Million
12.51% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
285,932
shares
|
$10.4 Million
1.65% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
274,148
shares
|
$9.93 Million
1.42% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
265,072
shares
|
$9.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$8.79 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
237,683
shares
|
$8.61 Million
2.23% of portfolio
|
Q1 2025
Added 411.23%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$7.9 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
216,001
shares
|
$7.82 Million
3.58% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
215,080
shares
|
$7.79 Million
0.3% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
213,729
shares
|
$7.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
213,512
shares
|
$7.73 Million
0.01% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
209,964
shares
|
$7.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
209,295
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$7.52 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|