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 338 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,699
shares
|
$597,991
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
16,588
shares
|
$594,016
0.11% of portfolio
|
Q1 2023
Reduced 0.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
16,441
shares
|
$588,752
0.15% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,789
shares
|
$565,404
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
15,270
shares
|
$546,818
0.24% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,199
shares
|
$544,276
0.04% of portfolio
|
Q1 2022
Reduced 1.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
15,175
shares
|
$543,416
0.04% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,990
shares
|
$536,791
0.03% of portfolio
|
Q3 2024
Added 34.81%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
14,753
shares
|
$528,304
0.19% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,752
shares
|
$528,269
0.31% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
14,216
shares
|
$509,074
0.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$482,718
0.0% of portfolio
|
Q3 2024
Added 32.65%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
13,474
shares
|
$482,503
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,470
shares
|
$482,360
0.0% of portfolio
|
Q3 2024
Added 65.48%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,361
shares
|
$478,457
0.26% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
13,179
shares
|
$471,939
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,176
shares
|
$471,832
0.2% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
13,025
shares
|
$466,425
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,992
shares
|
$465,243
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$447,625
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
12,077
shares
|
$432,477
0.02% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,030
shares
|
$430,794
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,880
shares
|
$425,422
0.1% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
11,646
shares
|
$417,043
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
11,645
shares
|
$417,007
0.17% of portfolio
|
Q1 2024
Added 1.77%
|