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 336 institutions that hold shares in the stock, with a total of 68.5 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 |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
6,808
shares
|
$245,564
0.17% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,801
shares
|
$245,312
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,775
shares
|
$244,374
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Artemis Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,545
shares
|
$236,078
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
6,525
shares
|
$235,356
0.11% of portfolio
|
Q3 2024
Reduced 90.12%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
6,195
shares
|
$223,453
0.03% of portfolio
|
Q3 2024
Reduced 93.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,088
shares
|
$219,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
6,079
shares
|
$219,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,417
shares
|
$195,391
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,490
shares
|
$161,954
0.0% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,428
shares
|
$159,717
0.03% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
4,234
shares
|
$152,720
0.0% of portfolio
|
Q3 2024
Added 422.72%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,003
shares
|
$144,388
0.08% of portfolio
|
Q1 2024
Reduced 46.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
3,913
shares
|
$141,141
0.03% of portfolio
|
Q2 2024
Added 12.41%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,881
shares
|
$139,987
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,667
shares
|
$132,268
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,630
shares
|
$130,934
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,468
shares
|
$125,090
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,355
shares
|
$121,014
0.02% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,072
shares
|
$110,807
0.05% of portfolio
|
Q1 2024
Reduced 22.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,830
shares
|
$102,078
0.0% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,795
shares
|
$100,815
0.0% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,392
shares
|
$86,279
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,145
shares
|
$77,370
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,080
shares
|
$75,025
0.0% of portfolio
|
Q3 2024
New holding
|