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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
527,562
shares
|
$19.5 Million
1.25% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
513,978
shares
|
$19 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
494,000
shares
|
$18.2 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
449,899
shares
|
$16.6 Million
2.07% of portfolio
|
Q2 2023
Added 18.66%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
418,805
shares
|
$15.4 Million
4.26% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
388,285
shares
|
$14.3 Million
0.09% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
377,369
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2025
Added 80.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
344,409
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$12 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
306,200
shares
|
$11.3 Million
4.15% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
302,319
shares
|
$11.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
300,660
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
295,038
shares
|
$10.9 Million
1.76% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
281,546
shares
|
$10.4 Million
0.04% of portfolio
|
Q1 2025
Added 40.9%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
281,543
shares
|
$10.4 Million
1.55% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
277,010
shares
|
$10.2 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
265,977
shares
|
$9.81 Million
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$8.95 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
237,683
shares
|
$8.76 Million
2.23% of portfolio
|
Q1 2025
Added 411.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
228,205
shares
|
$8.41 Million
0.01% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$8.04 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
212,919
shares
|
$7.85 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
208,643
shares
|
$7.69 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$7.66 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
199,622
shares
|
$7.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|