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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
65,319
shares
|
$2.41 Million
0.76% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
65,315
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
64,414
shares
|
$2.37 Million
0.33% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
64,243
shares
|
$2.37 Million
1.01% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
63,764
shares
|
$2.35 Million
1.62% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
63,739
shares
|
$2.35 Million
0.18% of portfolio
|
Q2 2024
Added 95.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
60,184
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Added 43.71%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
59,703
shares
|
$2.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
58,911
shares
|
$2.17 Million
0.66% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
56,770
shares
|
$2.09 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
56,578
shares
|
$2.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
54,417
shares
|
$2.01 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
53,475
shares
|
$1.97 Million
0.98% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
53,420
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
51,294
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
50,648
shares
|
$1.87 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
49,797
shares
|
$1.84 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
49,670
shares
|
$1.83 Million
2.29% of portfolio
|
Q3 2023
Reduced 50.6%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
48,704
shares
|
$1.8 Million
0.38% of portfolio
|
Q1 2023
Added 68.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
47,881
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
46,920
shares
|
$1.73 Million
0.67% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
45,617
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
45,389
shares
|
$1.67 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
45,208
shares
|
$1.67 Million
0.38% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
45,163
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|