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 338 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,080
shares
|
$78,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,975
shares
|
$74,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,900
shares
|
$71,516
0.05% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,795
shares
|
$67,563
0.0% of portfolio
|
Q3 2024
Added 2043.73%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,768
shares
|
$66,547
0.04% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,695
shares
|
$63,799
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,317
shares
|
$49,571
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,308
shares
|
$49,233
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,301
shares
|
$48,969
0.04% of portfolio
|
Q3 2024
Reduced 90.11%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,300
shares
|
$48,932
0.01% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,211
shares
|
$45,582
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,179
shares
|
$44,377
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,127
shares
|
$42,420
0.0% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$37,640
0.0% of portfolio
|
Q3 2024
Reduced 79.27%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$37,640
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$37,640
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
922
shares
|
$34,704
0.02% of portfolio
|
Q3 2021
Reduced 76.32%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
899
shares
|
$33,838
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
859
shares
|
$32,332
0.0% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
815
shares
|
$30,676
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
788
shares
|
$29,660
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
702
shares
|
$26,423
0.0% of portfolio
|
Q2 2024
Added 271.43%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
690
shares
|
$25,971
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
683
shares
|
$25,708
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
603
shares
|
$22,696
0.0% of portfolio
|
Q3 2024
New holding
|