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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
17,611
shares
|
$647,908
0.16% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
17,536
shares
|
$645,149
0.13% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
17,229
shares
|
$633,854
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
16,967
shares
|
$624,215
0.06% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,933
shares
|
$622,965
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,869
shares
|
$620,610
0.0% of portfolio
|
Q3 2024
Added 550.31%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,699
shares
|
$614,356
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
16,588
shares
|
$610,272
0.1% of portfolio
|
Q1 2023
Reduced 0.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,789
shares
|
$580,877
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
15,270
shares
|
$561,783
0.24% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,199
shares
|
$559,171
0.04% of portfolio
|
Q1 2022
Reduced 1.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
15,175
shares
|
$558,288
0.04% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,990
shares
|
$551,482
0.03% of portfolio
|
Q3 2024
Added 34.81%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,752
shares
|
$542,726
0.31% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,706
shares
|
$541,033
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
14,622
shares
|
$537,943
0.01% of portfolio
|
Q4 2024
Reduced 23.7%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,174
shares
|
$521,461
0.06% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
13,510
shares
|
$497,032
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$495,929
0.0% of portfolio
|
Q3 2024
Added 32.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,470
shares
|
$495,561
0.0% of portfolio
|
Q3 2024
Added 65.48%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,361
shares
|
$491,551
0.26% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
13,098
shares
|
$481,875
0.04% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,500
shares
|
$459,875
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,030
shares
|
$442,583
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,880
shares
|
$437,065
0.1% of portfolio
|
Q2 2023
Reduced 7.04%
|