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 370 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,749
shares
|
$326,250
0.01% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,652
shares
|
$322,633
0.16% of portfolio
|
Q1 2023
Added 13.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,640
shares
|
$322,185
0.01% of portfolio
|
Q2 2020
Reduced 39.25%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
8,455
shares
|
$315,286
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,303
shares
|
$309,618
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,204
shares
|
$305,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
8,040
shares
|
$299,811
0.04% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
7,990
shares
|
$297,947
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,880
shares
|
$293,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,853
shares
|
$292,838
0.06% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,776
shares
|
$289,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,765
shares
|
$289,556
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,447
shares
|
$277,698
0.01% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,374
shares
|
$274,976
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
7,279
shares
|
$271,433
0.19% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,112
shares
|
$265,206
0.03% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
7,024
shares
|
$261,924
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,020
shares
|
$261,775
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,901
shares
|
$257,338
0.02% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
6,900
shares
|
$257,301
0.03% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,855
shares
|
$255,622
0.12% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
6,775
shares
|
$252,639
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
6,662
shares
|
$248,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,594
shares
|
$245,890
0.04% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,540
shares
|
$243,876
0.12% of portfolio
|
Q4 2024
Added 0.23%
|