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 |
---|---|---|---|---|---|
Walker Asset Management, LLC
|
Apr 10, 2024 Q1 2024 |
49,781
shares
|
$1.52 Million
1.06% of portfolio
|
Q1 2024
Added 3.39%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
49,670
shares
|
$1.51 Million
2.29% of portfolio
|
Q3 2023
Reduced 50.6%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
48,704
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2023
Added 68.22%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
47,345
shares
|
$1.44 Million
0.66% of portfolio
|
Q1 2024
Added 0.93%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Apr 30, 2024 Q1 2024 |
46,960
shares
|
$1.43 Million
0.89% of portfolio
|
Q1 2024
Added 9.4%
|
|
Beck Bode, LLC
|
May 22, 2024 Q1 2024 |
46,633
shares
|
$1.42 Million
0.28% of portfolio
|
Q1 2024
Reduced 12.13%
|
|
Colorado Capital Management, Inc.
|
Apr 15, 2024 Q1 2024 |
46,600
shares
|
$1.42 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
43,640
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.9%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
43,374
shares
|
$1.32 Million
0.52% of portfolio
|
Q1 2024
Added 0.02%
|
|
Motco
|
May 09, 2024 Q1 2024 |
43,313
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2024
Added 32.94%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
42,335
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2024
Added 8.35%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
42,100
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
Hancock Whitney Corp
|
May 16, 2024 Q1 2024 |
40,800
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2024
Reduced 28.71%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
39,294
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Added 1590.79%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
38,117
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Added 5.04%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
38,012
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2024
Added 0.58%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
37,198
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.45%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
37,106
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Arq Wealth Advisors, LLC
|
May 23, 2024 Q1 2024 |
36,660
shares
|
$1.12 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
St. Louis Trust CO
|
May 01, 2024 Q1 2024 |
36,000
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
Great Diamond Partners, LLC
|
May 08, 2024 Q1 2024 |
34,815
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,815
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.53%
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
34,378
shares
|
$1.05 Million
0.87% of portfolio
|
Q1 2024
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
32,687
shares
|
$995,972
0.11% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
32,510
shares
|
$990,579
0.1% of portfolio
|
Q3 2023
Added 0.12%
|