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 |
---|---|---|---|---|---|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
469,113
shares
|
$14.3 Million
0.22% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
Barry Investment Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
396,512
shares
|
$12.1 Million
3.94% of portfolio
|
Q1 2024
Added 2.9%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
379,149
shares
|
$11.6 Million
2.01% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
346,193
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2024
Added 4.42%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
332,859
shares
|
$10.1 Million
0.09% of portfolio
|
Q1 2024
Added 4.92%
|
|
Alpha Omega Group, Inc.
|
May 09, 2024 Q1 2024 |
330,701
shares
|
$10.1 Million
13.76% of portfolio
|
Q1 2024
Added 3.05%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$9.92 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
315,880
shares
|
$9.62 Million
1.48% of portfolio
|
Q1 2024
Added 0.13%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
314,463
shares
|
$9.58 Million
0.01% of portfolio
|
Q1 2024
Added 1308.82%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
272,264
shares
|
$8.3 Million
1.34% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
271,998
shares
|
$8.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2024 Q1 2024 |
262,302
shares
|
$7.99 Million
1.37% of portfolio
|
Q1 2024
Added 2.65%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
246,773
shares
|
$7.52 Million
0.05% of portfolio
|
Q1 2024
Added 6.8%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$7.4 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
235,252
shares
|
$7.17 Million
0.0% of portfolio
|
Q1 2024
Added 2.27%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
232,520
shares
|
$7.08 Million
0.39% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 15, 2024 Q1 2024 |
225,508
shares
|
$6.87 Million
3.23% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$6.65 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$6.33 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
193,334
shares
|
$5.89 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
Park National Corp
|
Apr 01, 2024 Q1 2024 |
191,712
shares
|
$5.84 Million
0.22% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
187,792
shares
|
$5.72 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
187,287
shares
|
$5.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
184,833
shares
|
$5.63 Million
0.04% of portfolio
|
Q1 2024
Added 8.16%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
184,816
shares
|
$5.63 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.4%
|