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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
5,870
shares
|
$216,426
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
5,790
shares
|
$213,477
0.15% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
5,785
shares
|
$213,292
0.03% of portfolio
|
Q1 2025
Added 54.27%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,704
shares
|
$210,306
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
5,636
shares
|
$207,799
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
5,569
shares
|
$205,329
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,568
shares
|
$205,292
0.05% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,550
shares
|
$204,628
0.0% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,516
shares
|
$203,374
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,499
shares
|
$202,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,460
shares
|
$201,310
0.0% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,224
shares
|
$155,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,798
shares
|
$140,032
0.01% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,649
shares
|
$134,538
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,641
shares
|
$134,243
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,624
shares
|
$133,616
0.0% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,426
shares
|
$126,316
0.0% of portfolio
|
Q1 2025
Reduced 62.26%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,393
shares
|
$125,099
0.08% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
3,305
shares
|
$121,855
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,096
shares
|
$114,149
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,856
shares
|
$105,300
0.02% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,811
shares
|
$103,641
0.03% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,734
shares
|
$100,802
0.0% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,609
shares
|
$96,193
0.0% of portfolio
|
Q1 2025
Added 18.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,588
shares
|
$95,419
0.0% of portfolio
|
Q1 2025
Reduced 17.21%
|