# FIRST TR EXCHANGE-TRADED FD (EMLP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EMLP/

- Reporting holders: 20
- Reported value: $21.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $8.9M | 217,360 | 0.2% | 32 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $3.0M | 72,836 | 0.5% | 22 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 57,351 | 0.0% | 11 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $1.7M | 40,276 | 1.6% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 27,008 | 0.0% | 21 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $925.6K | 22,580 | 0.1% | 30 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $547.7K | 13,361 | 0.4% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $543.8K | 12,836 | 0.0% | 19 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $491.0K | 11,580 | 0.1% | 24 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $389.6K | 9,379 | 0.2% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $242.8K | 5,923 | 0.0% | 25 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $231.0K | 5,636 | 0.0% | 7 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $207.6K | 5,065 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $202.6K | 4,942 | 0.0% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $85.3K | 2,080 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $79.2K | 1,931 | 0.1% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $69.4K | 1,693 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $41.0K | 1,000 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $32.5K | 792 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $5.2K | 128 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $84 | 2,056 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $21.1M |
| Q2 2026 | 376 | $3.1B |
| Q1 2026 | 387 | $3.1B |
| Q4 2025 | 375 | $2.6B |
| Q3 2025 | 361 | $2.6B |
| Q2 2025 | 369 | $2.6B |
| Q1 2025 | 348 | $2.5B |
| Q4 2024 | 342 | $2.3B |
| Q3 2024 | 312 | $2.1B |
| Q2 2024 | 301 | $1.9B |
| Q1 2024 | 288 | $2.8B |
| Q4 2023 | 283 | $2.2B |