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 388 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
17,288,009
shares
|
$637 Million
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,039,256
shares
|
$149 Million
4.62% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,712,849
shares
|
$137 Million
2.8% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,019,391
shares
|
$111 Million
2.97% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
2,565,371
shares
|
$94.6 Million
1.9% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,256,786
shares
|
$83.2 Million
0.48% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,228,326
shares
|
$82.2 Million
0.03% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,225,179
shares
|
$82 Million
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,067,556
shares
|
$76.2 Million
0.47% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
1,894,186
shares
|
$69.8 Million
4.17% of portfolio
|
Q1 2025
Added 47.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,741,586
shares
|
$64.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,453,402
shares
|
$53.6 Million
0.01% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,449,675
shares
|
$53.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
1,082,526
shares
|
$39.9 Million
29.43% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,064,865
shares
|
$39.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,010,305
shares
|
$37.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
955,526
shares
|
$35.2 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
915,671
shares
|
$33.8 Million
1.84% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
906,874
shares
|
$33.4 Million
0.09% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
763,885
shares
|
$28.2 Million
4.41% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
740,420
shares
|
$27.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
633,848
shares
|
$23.4 Million
1.76% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
628,878
shares
|
$23.2 Million
3.43% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
621,546
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$19.7 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|