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 372 institutions that hold shares in the stock, with a total of 71.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,406,551
shares
|
$614 Million
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
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
|
$137 Million
2.71% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,290,231
shares
|
$123 Million
2.83% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
2,521,496
shares
|
$94.4 Million
1.71% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,201,805
shares
|
$82.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,152,195
shares
|
$80.6 Million
0.44% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,027,567
shares
|
$75.9 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
|
$74.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,663,683
shares
|
$62.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,522,860
shares
|
$57 Million
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,314,213
shares
|
$49.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
1,282,558
shares
|
$48 Million
3.16% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
1,163,939
shares
|
$43.6 Million
31.64% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1,076,331
shares
|
$40.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,037,428
shares
|
$38.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
962,750
shares
|
$36 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
|
$34.3 Million
1.84% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
815,336
shares
|
$30.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
786,434
shares
|
$29.4 Million
2.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
769,772
shares
|
$28.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
768,289
shares
|
$28.8 Million
3.88% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
718,166
shares
|
$26.9 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
585,866
shares
|
$21.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
561,007
shares
|
$21 Million
3.37% of portfolio
|
Q4 2024
Added 1.4%
|