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 324 institutions that hold shares in the stock, with a total of 67.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
16,338,216
shares
|
$552 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,039,256
shares
|
$136 Million
4.62% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
3,545,194
shares
|
$120 Million
2.47% of portfolio
|
Q2 2024
Added 2.08%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,455,571
shares
|
$117 Million
2.83% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
2,475,546
shares
|
$83.6 Million
1.56% of portfolio
|
Q2 2024
Added 0.96%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,158,567
shares
|
$72.9 Million
0.02% of portfolio
|
Q2 2024
Added 3.09%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,072,094
shares
|
$70 Million
0.27% of portfolio
|
Q2 2024
Added 8.97%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
1,884,183
shares
|
$63.6 Million
0.74% of portfolio
|
Q2 2024
Added 1.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,717,583
shares
|
$58 Million
0.03% of portfolio
|
Q2 2024
Added 4.25%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,631,215
shares
|
$55.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.94%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,388,713
shares
|
$46.9 Million
0.01% of portfolio
|
Q2 2024
Added 2.68%
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 13, 2024 Q2 2024 |
1,369,573
shares
|
$46.3 Million
30.99% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Argi Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
1,348,595
shares
|
$45.6 Million
3.29% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,263,190
shares
|
$42.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.26%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
1,103,293
shares
|
$37.3 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,084,579
shares
|
$36.6 Million
0.17% of portfolio
|
Q2 2024
Added 3.58%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
998,105
shares
|
$33.7 Million
4.15% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
915,671
shares
|
$30.9 Million
1.84% of portfolio
|
Q2 2024
Added 0.58%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
829,951
shares
|
$28 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
825,535
shares
|
$27.9 Million
0.07% of portfolio
|
Q2 2024
Added 1.05%
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
752,508
shares
|
$25.4 Million
3.75% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
730,083
shares
|
$24.7 Million
1.93% of portfolio
|
Q2 2024
Added 2.86%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
507,844
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2024
Added 6.68%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
458,064
shares
|
$15.5 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
414,396
shares
|
$14 Million
0.09% of portfolio
|
Q2 2024
Added 24.5%
|