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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$20.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
521,423
shares
|
$20 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
516,593
shares
|
$19.8 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
447,457
shares
|
$17.1 Million
4.05% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
403,351
shares
|
$15.5 Million
0.09% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
383,625
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
342,706
shares
|
$13.1 Million
4.06% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$12.5 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
301,708
shares
|
$11.6 Million
1.75% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
300,660
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
283,982
shares
|
$10.9 Million
1.48% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
279,099
shares
|
$10.7 Million
0.06% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
272,333
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
261,654
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
259,434
shares
|
$9.94 Million
2.5% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
252,582
shares
|
$9.68 Million
0.14% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
248,446
shares
|
$9.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$9.3 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
232,443
shares
|
$8.9 Million
2.55% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
228,712
shares
|
$8.76 Million
0.51% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
223,010
shares
|
$8.54 Million
4.88% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$8.36 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
211,031
shares
|
$8.08 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
208,378
shares
|
$7.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$7.96 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|