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 340 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 $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
16,385,005
shares
|
$583 Million
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,039,256
shares
|
$144 Million
4.62% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,586,759
shares
|
$128 Million
2.52% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,463,951
shares
|
$123 Million
2.8% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
2,502,826
shares
|
$89 Million
1.64% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,238,507
shares
|
$79.6 Million
0.02% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,048,509
shares
|
$72.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,982,544
shares
|
$70.5 Million
0.03% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,963,218
shares
|
$69.8 Million
0.68% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,674,444
shares
|
$59.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,464,678
shares
|
$52.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,313,022
shares
|
$46.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,282,558
shares
|
$45.6 Million
3.64% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
1,243,042
shares
|
$44.2 Million
27.61% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,096,529
shares
|
$39 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,073,042
shares
|
$38.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
975,962
shares
|
$34.7 Million
4.37% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
915,671
shares
|
$32.6 Million
1.84% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
826,936
shares
|
$29.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
805,863
shares
|
$28.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
775,014
shares
|
$27.6 Million
2.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
756,501
shares
|
$26.9 Million
3.64% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
718,798
shares
|
$25.6 Million
1.39% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
553,245
shares
|
$19.7 Million
2.98% of portfolio
|
Q3 2024
Added 4412.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$19 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|