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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
34,987
shares
|
$1.29 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,815
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.53%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
32,599
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,568
shares
|
$1.2 Million
0.89% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
32,510
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
31,972
shares
|
$1.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
31,248
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,390
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2023
Added 2.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
28,663
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
28,167
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
28,157
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
28,032
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 63.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,938
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
27,805
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,745
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
26,515
shares
|
$975,486
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
26,089
shares
|
$959,814
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
25,538
shares
|
$939,543
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
25,377
shares
|
$933,619
0.95% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
25,094
shares
|
$923,208
0.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
24,833
shares
|
$913,606
0.44% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
24,286
shares
|
$893,481
0.44% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
24,116
shares
|
$887,227
0.05% of portfolio
|
Q4 2024
Added 99.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
24,078
shares
|
$885,829
0.07% of portfolio
|
Q3 2024
Added 35.13%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
24,025
shares
|
$883,879
0.48% of portfolio
|
Q3 2024
Reduced 3.38%
|