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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,624
shares
|
$507,766
0.01% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
13,510
shares
|
$503,517
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$502,399
0.0% of portfolio
|
Q3 2024
Added 32.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,470
shares
|
$502,026
0.0% of portfolio
|
Q3 2024
Added 65.48%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,361
shares
|
$497,964
0.26% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
13,098
shares
|
$488,162
0.04% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$465,875
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,030
shares
|
$448,358
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,880
shares
|
$442,767
0.1% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,650
shares
|
$434,195
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
11,645
shares
|
$434,009
0.17% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
11,586
shares
|
$431,810
0.16% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,538
shares
|
$430,021
0.09% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,528
shares
|
$429,648
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,495
shares
|
$428,418
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,363
shares
|
$423,499
0.03% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
11,320
shares
|
$421,896
0.26% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,240
shares
|
$418,914
0.04% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
11,077
shares
|
$412,839
0.16% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
11,037
shares
|
$411,348
0.17% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,020
shares
|
$410,715
0.02% of portfolio
|
Q4 2024
Added 47.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,940
shares
|
$407,733
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
10,719
shares
|
$399,497
0.03% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,652
shares
|
$397,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,628
shares
|
$396,105
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|