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 359 institutions that hold shares in the stock, with a total of 71.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
16,385,005
shares
|
$611 Million
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,039,256
shares
|
$151 Million
4.62% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,653,373
shares
|
$136 Million
2.71% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,463,951
shares
|
$129 Million
2.8% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
2,521,496
shares
|
$94 Million
1.71% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,238,507
shares
|
$83.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,048,509
shares
|
$76.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,027,567
shares
|
$75.6 Million
0.73% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,997,959
shares
|
$74.5 Million
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,674,444
shares
|
$62.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,464,678
shares
|
$54.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,313,022
shares
|
$48.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,282,558
shares
|
$47.8 Million
3.64% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
1,163,939
shares
|
$43.4 Million
31.64% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1,076,331
shares
|
$40.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,073,042
shares
|
$40 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
962,750
shares
|
$35.9 Million
4.96% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
915,671
shares
|
$34.1 Million
1.84% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
826,936
shares
|
$30.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
805,863
shares
|
$30 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
775,014
shares
|
$28.9 Million
2.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
768,289
shares
|
$28.6 Million
3.88% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
718,798
shares
|
$26.8 Million
1.39% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
585,866
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
561,007
shares
|
$20.9 Million
3.37% of portfolio
|
Q4 2024
Added 1.4%
|