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 340 institutions that hold shares in the stock, with a total of 69.3 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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
51,294
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
50,421
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
49,670
shares
|
$1.77 Million
2.29% of portfolio
|
Q3 2023
Reduced 50.6%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
48,704
shares
|
$1.73 Million
0.38% of portfolio
|
Q1 2023
Added 68.22%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
48,562
shares
|
$1.73 Million
0.85% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
48,035
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
46,348
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2024
Added 52.03%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
46,322
shares
|
$1.65 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
45,418
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
44,849
shares
|
$1.6 Million
0.6% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
44,568
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
43,380
shares
|
$1.54 Million
0.53% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
42,980
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
42,887
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,855
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
41,583
shares
|
$1.48 Million
0.54% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,487
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
37,838
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
36,000
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
35,575
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
34,987
shares
|
$1.24 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,815
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.53%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
32,526
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
32,510
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
32,379
shares
|
$1.15 Million
0.85% of portfolio
|
Q3 2024
Added 17.05%
|