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 308 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
15,718,248
shares
|
$479 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,039,256
shares
|
$123 Million
4.62% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
3,474,985
shares
|
$106 Million
2.85% of portfolio
|
Q1 2024
Reduced 5.86%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
3,472,948
shares
|
$106 Million
2.41% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
2,452,045
shares
|
$74.7 Million
1.58% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,093,775
shares
|
$63.8 Million
0.02% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,901,451
shares
|
$57.9 Million
0.27% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
1,857,811
shares
|
$56.6 Million
0.73% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,734,158
shares
|
$52.8 Million
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,647,536
shares
|
$50.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,456,363
shares
|
$44.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.69%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 01, 2024 Q1 2024 |
1,451,325
shares
|
$44.2 Million
33.7% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,352,480
shares
|
$41.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.06%
|
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
1,107,664
shares
|
$33.7 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,047,086
shares
|
$31.9 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
1,028,072
shares
|
$31.3 Million
4.3% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
910,392
shares
|
$27.7 Million
1.69% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
855,807
shares
|
$26.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
816,986
shares
|
$24.9 Million
0.07% of portfolio
|
Q1 2024
Added 5.63%
|
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
752,878
shares
|
$22.9 Million
3.73% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
709,808
shares
|
$21.6 Million
1.91% of portfolio
|
Q1 2024
Added 302.49%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 14, 2024 Q1 2024 |
625,362
shares
|
$19 Million
3.12% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2024 Q1 2024 |
580,267
shares
|
$17.7 Million
1.03% of portfolio
|
Q1 2024
Reduced 20.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
544,555
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
476,027
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|