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 378 institutions that hold shares in the stock, with a total of 73.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
15,270
shares
|
$552,926
0.25% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,199
shares
|
$550,355
0.04% of portfolio
|
Q1 2022
Reduced 1.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
15,175
shares
|
$549,486
0.04% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
15,115
shares
|
$547,314
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,752
shares
|
$534,169
0.31% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,706
shares
|
$532,504
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
14,675
shares
|
$531,381
0.02% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
14,622
shares
|
$529,462
0.01% of portfolio
|
Q4 2024
Reduced 23.7%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,363
shares
|
$520,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,174
shares
|
$513,240
0.06% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,972
shares
|
$505,926
0.02% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,624
shares
|
$493,325
0.01% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
13,510
shares
|
$489,197
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,479
shares
|
$488,074
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
13,098
shares
|
$474,278
0.04% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,056
shares
|
$472,757
0.27% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
12,729
shares
|
$460,917
0.01% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
12,720
shares
|
$460,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$452,625
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
12,036
shares
|
$435,823
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,650
shares
|
$421,846
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
11,645
shares
|
$421,665
0.17% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
11,586
shares
|
$419,529
0.16% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,583
shares
|
$419,420
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,580
shares
|
$419,311
0.13% of portfolio
|
Q4 2024
Reduced 2.53%
|