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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
532,318
shares
|
$19.8 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
494,000
shares
|
$18.4 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
417,995
shares
|
$15.6 Million
4.91% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
379,149
shares
|
$14.1 Million
2.01% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
372,124
shares
|
$13.9 Million
0.09% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
341,221
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
341,082
shares
|
$12.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
331,740
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$12.1 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
314,321
shares
|
$11.7 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
293,489
shares
|
$10.9 Million
12.51% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
285,932
shares
|
$10.7 Million
1.65% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
273,658
shares
|
$10.2 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
265,072
shares
|
$9.88 Million
0.06% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$9.05 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
230,677
shares
|
$8.6 Million
0.09% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
224,627
shares
|
$8.37 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
220,033
shares
|
$8.2 Million
3.49% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$8.13 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
215,080
shares
|
$8.02 Million
0.3% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
213,729
shares
|
$7.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
209,295
shares
|
$7.8 Million
0.01% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$7.74 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
198,135
shares
|
$7.38 Million
1.8% of portfolio
|
Q4 2024
Added 12.59%
|