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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,880
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
41,583
shares
|
$1.55 Million
0.54% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
41,242
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,875
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
40,113
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
37,151
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 120.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
36,216
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
36,000
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
34,987
shares
|
$1.3 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,815
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.53%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
33,169
shares
|
$1.24 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
32,599
shares
|
$1.22 Million
0.39% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,568
shares
|
$1.21 Million
0.89% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
32,510
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
31,972
shares
|
$1.19 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
30,858
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,390
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2023
Added 2.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
29,218
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
28,258
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
28,167
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,938
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
27,805
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
27,731
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
27,610
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
27,030
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 12.26%
|