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 412 institutions that hold shares in the stock, with a total of 76.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
13,672
shares
|
$526,918
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
13,671
shares
|
$526,880
0.18% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,415
shares
|
$517,014
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,306
shares
|
$512,813
0.02% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
13,125
shares
|
$505,837
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,056
shares
|
$503,178
0.28% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
13,029
shares
|
$502,137
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,832
shares
|
$494,545
0.02% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
12,500
shares
|
$481,750
0.0% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$481,750
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,486
shares
|
$481,210
0.0% of portfolio
|
Q3 2025
Added 291.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,054
shares
|
$464,561
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,919
shares
|
$459,358
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
11,731
shares
|
$452,112
0.08% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
11,645
shares
|
$448,798
0.17% of portfolio
|
Q1 2024
Added 1.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,580
shares
|
$446,293
0.11% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
11,463
shares
|
$441,784
0.29% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
11,343
shares
|
$437,159
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
10,791
shares
|
$415,885
0.29% of portfolio
|
Q3 2025
Added 50.63%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
10,755
shares
|
$414,497
0.24% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
10,644
shares
|
$410,219
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,558
shares
|
$406,905
0.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
10,507
shares
|
$404,939
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
10,477
shares
|
$403,783
0.14% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
10,353
shares
|
$399,004
0.09% of portfolio
|
Q3 2025
Reduced 2.32%
|
|