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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
563,825
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2025
Added 296.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
534,309
shares
|
$20.6 Million
0.02% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
529,691
shares
|
$20.4 Million
1.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
519,303
shares
|
$20 Million
0.39% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
447,626
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
447,457
shares
|
$17.2 Million
4.05% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
403,351
shares
|
$15.5 Million
0.09% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
373,123
shares
|
$14.4 Million
0.2% of portfolio
|
Q3 2025
Added 47.72%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
325,544
shares
|
$12.5 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
303,638
shares
|
$11.7 Million
1.6% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
291,970
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
282,284
shares
|
$10.9 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
275,072
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
263,912
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
259,434
shares
|
$10 Million
2.5% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
258,127
shares
|
$9.95 Million
0.01% of portfolio
|
Q3 2025
Added 37.62%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
253,970
shares
|
$9.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
242,853
shares
|
$9.36 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
231,816
shares
|
$8.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
229,061
shares
|
$8.83 Million
2.44% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
224,602
shares
|
$8.66 Million
3.71% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
218,691
shares
|
$8.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
218,115
shares
|
$8.41 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
207,706
shares
|
$8 Million
0.66% of portfolio
|
Q1 2024
Reduced 85.24%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
206,413
shares
|
$7.96 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.19%
|
|