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 340 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
494,000
shares
|
$18.2 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
417,995
shares
|
$15.4 Million
4.91% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
379,149
shares
|
$13.9 Million
2.01% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
362,294
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
341,221
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
341,082
shares
|
$12.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$12 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
321,114
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
314,321
shares
|
$11.6 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
300,316
shares
|
$11 Million
14.27% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
273,658
shares
|
$10.1 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
268,880
shares
|
$9.89 Million
1.49% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
258,914
shares
|
$9.53 Million
0.05% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$8.93 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
233,874
shares
|
$8.6 Million
1.19% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
230,677
shares
|
$8.49 Million
0.09% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
220,033
shares
|
$8.1 Million
3.49% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$8.02 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
217,690
shares
|
$8.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
213,026
shares
|
$7.84 Million
0.38% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$7.64 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
179,464
shares
|
$6.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
179,256
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
175,985
shares
|
$6.47 Million
1.54% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
175,321
shares
|
$6.45 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.02%
|