FIRST TR EXCHANGE-TRADED FD (EMLP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
356
Reporting holders
$3.1B
Reported value
0.0%
Held as options
-12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $786.2M | 18,073,454 | 0.04% | 35q | HELD |
| Glenview Trust Co | $215.3M | 4,939,626 | 1.58% | 31q | +99.6%+$107.4M |
| Capital Investment Advisors, LLC | $189.3M | 4,351,092 | 2.49% | 31q | +1.7%+$3.2M |
| Cresset Asset Management, LLC | $130.9M | 3,008,231 | 0.47% | 28q | +7.2%+$8.8M |
| AlTi Global, Inc. | $122.4M | 2,813,338 | 2.53% | 11q | HELD |
| LPL Financial LLC | $118.5M | 2,723,272 | 0.03% | 31q | +3.9%+$4.5M |
| BANK OF AMERICA CORP /DE/ | $111.0M | 2,550,741 | 0.01% | 31q | +7.0%+$7.3M |
| WELLS FARGO & COMPANY/MN | $104.3M | 2,398,241 | 0.02% | 31q | -50.0%-$104.3M |
| Wealthspire Advisors, LLC | $90.4M | 2,078,591 | 0.50% | 29q | +1.5%+$1.3M |
| Cerity Partners OCIO LLC | $71.0M | 1,632,808 | 3.59% | 9q | -11.0%-$8.8M |
| ROYAL BANK OF CANADA | $61.4M | 1,410,582 | 0.01% | 31q | HELD |
| UBS Group AG | $59.1M | 1,359,266 | 0.01% | 31q | +2.4%+$1.4M |
| Rockefeller Capital Management L.P. | $44.5M | 1,022,028 | 0.07% | 26q | +13.9%+$5.4M |
| GLENMEDE TRUST CO NA | $44.2M | 1,016,293 | 0.20% | 29q | -6.0%-$2.8M |
| Welch & Forbes LLC | $40.8M | 937,533 | 0.50% | 31q | -5.9%-$2.5M |
| ALTFEST L J & CO INC | $40.6M | 933,490 | 3.94% | 31q | -2.6%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $40.4M | 929,828 | 0.01% | 7q | +7.0%+$2.7M |
| Disciplina Capital Management LLC | $39.9M | 917,917 | 4.12% | 31q | +7.0%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 908,936 | 0.05% | 31q | +4.3%+$1.6M |
| Mariner, LLC | $33.2M | 763,564 | 0.03% | 26q | -1.6%-$536.9K |
| Lee Financial Co | $30.2M | 693,567 | 3.85% | 26q | +0.8%+$226.6K |
| Modern Wealth Management, LLC | $22.2M | 509,418 | 0.26% | 7q | -2.2%-$498.0K |
| Barry Investment Advisors, LLC | $21.9M | 502,343 | 4.57% | 24q | +5.9%+$1.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $21.5M | 493,559 | 0.24% | 20q | +23.5%+$4.1M |
| Vernal Point Advisors, LLC | $15.5M | 356,136 | 5.23% | 10q | +19.6%+$2.5M |
| Cetera Investment Advisers | $14.8M | 340,160 | 0.01% | 23q | -23.6%-$4.6M |
| New England Private Wealth Advisors LLC | $14.0M | 311,610 | 1.35% | 31q | -2.3%-$335.1K |
| ENVESTNET ASSET MANAGEMENT INC | $12.9M | 296,495 | 0.00% | 31q | -13.6%-$2.0M |
| JPMORGAN CHASE & CO | $12.3M | 280,154 | 0.00% | 31q | +2.6%+$312.0K |
| OSAIC HOLDINGS, INC. | $11.8M | 272,058 | 0.01% | 26q | +3.6%+$413.8K |
| AMERIPRISE FINANCIAL INC | $11.8M | 271,051 | 0.00% | 6q | -49.1%-$11.4M |
| Beacon Pointe Advisors, LLC | $11.1M | 254,060 | 0.05% | 18q | +15.7%+$1.5M |
| STIFEL FINANCIAL CORP | $10.7M | 245,139 | 0.01% | 31q | -3.5%-$386.8K |
| Kestra Advisory Services, LLC | $10.0M | 229,096 | 0.03% | 24q | +1.6%+$159.3K |
| PARK NATIONAL CORP /OH/ | $9.5M | 217,988 | 0.27% | 31q | +2.8%+$258.2K |
| Private Advisor Group, LLC | $9.4M | 215,208 | 0.04% | 31q | HELD |
| Nvest Wealth Strategies, Inc. | $9.2M | 211,073 | 5.74% | 3q | +3.2%+$282.8K |
| Corient Private Wealth LP | $8.9M | 203,596 | 0.01% | 14q | +100.0%+$4.4M |
| JONES FINANCIAL COMPANIES LLLP | $8.9M | 201,047 | 0.00% | 10q | +27.1%+$1.9M |
| Pinnacle Wealth Planning Services, Inc. | $8.6M | 197,600 | 0.82% | 34q | +1.6%+$131.8K |
| Crusonia Wealth Advisors LLC | $8.6M | 197,288 | 1.41% | 3q | HELD |
| Ashton Thomas Private Wealth, LLC | $8.5M | 196,225 | 0.18% | 19q | -0.9%-$78.0K |
| UMB Bank, n.a. | $8.5M | 195,470 | 0.11% | 31q | -4.1%-$363.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.3M | 190,084 | 0.01% | 17q | +101.4%+$4.2M |
| New Republic Capital, LLC | $7.7M | 176,687 | 1.77% | 15q | +9.3%+$655.4K |
| CERTUITY, LLC | $7.4M | 170,353 | 0.37% | 6q | +13.7%+$892.4K |
| Focus Financial Network, Inc. | $7.2M | 166,609 | 0.22% | 14q | +30.1%+$1.7M |
| MML INVESTORS SERVICES, LLC | $7.1M | 164,255 | 0.01% | 31q | +7.1%+$474.2K |
| IHT Wealth Management, LLC | $7.1M | 163,247 | 0.15% | 7q | +1.0%+$71.8K |
| HighTower Advisors, LLC | $7.1M | 162,986 | 0.01% | 31q | -2.9%-$211.8K |
| FIFTH THIRD BANCORP | $7.0M | 161,993 | 0.01% | 2q | +1.7%+$115.3K |
| DIMENSION CAPITAL MANAGEMENT LLC | $7.0M | 160,702 | 0.82% | 2q | +2236.8%+$6.7M |
| Hobart Private Capital, LLC | $6.7M | 153,868 | 1.15% | 11q | +1.9%+$127.8K |
| Artemis Wealth Advisors, LLC | $6.6M | 12,402 | 0.40% | 8q | +81.0%+$3.0M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $6.4M | 147,359 | 0.34% | 31q | -10.9%-$781.9K |
| CAPTRUST FINANCIAL ADVISORS | $5.9M | 135,841 | 0.01% | 25q | -7.3%-$462.1K |
| Qube Research & Technologies Ltd | $5.6M | 129,001 | 0.01% | 25q | +73.7%+$2.4M |
| &PARTNERS | $5.6M | 131,176 | 0.02% | 8q | +65.1%+$2.2M |
| GenTrust, LLC | $5.4M | 124,269 | 0.21% | 24q | HELD |
| HBW ADVISORY SERVICES LLC | $5.3M | 121,932 | 0.48% | 8q | +2.3%+$120.9K |
| Prime Capital Investment Advisors, LLC | $5.3M | 120,778 | 0.05% | 5q | -3.6%-$193.7K |
| FLAGSTAR SECURITIES, INC | $5.0M | 113,846 | 1.50% | 20q | +2.9%+$138.2K |
| Chicago Partners Investment Group LLC | $4.8M | 107,171 | 0.10% | 31q | +1.1%+$54.3K |
| D.A. DAVIDSON & CO. | $4.7M | 107,097 | 0.03% | 31q | +1.8%+$81.0K |
| BEACON FINANCIAL GROUP | $4.6M | 106,888 | 0.42% | 31q | -2.9%-$137.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 105,887 | 0.00% | 31q | +13.0%+$528.9K |
| DAYMARK WEALTH PARTNERS, LLC | $4.4M | 100,358 | 0.11% | 15q | +3.1%+$132.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $4.1M | 93,481 | 0.11% | 8q | +27.2%+$869.4K |
| Mutual Advisors, LLC | $4.1M | 93,200 | 0.08% | 6q | +6.2%+$237.3K |
| Proactive Wealth Strategies LLC | $4.0M | 91,203 | 0.64% | 6q | HELD |
| Atlantic Union Bankshares Corp | $4.0M | 91,081 | 0.07% | 5q | -1.9%-$77.4K |
| ARQ WEALTH ADVISORS, LLC | $3.9M | 88,361 | 0.49% | 10q | +10.9%+$387.7K |
| Snowden Capital Advisors LLC | $3.8M | 87,280 | 0.09% | 34q | HELD |
| BENJAMIN EDWARDS INC | $3.6M | 82,416 | 0.03% | 30q | -9.3%-$368.3K |
| Keystone Financial Group, Inc. | $3.6M | 82,314 | 1.88% | 7q | +0.8%+$27.8K |
| Baird Financial Group, Inc. | $3.6M | 81,924 | 0.00% | 7q | HELD |
| Prosperity Consulting Group, LLC | $3.5M | 80,812 | 0.13% | 8q | +4.1%+$137.2K |
| Sanctuary Advisors, LLC | $3.5M | 80,506 | 0.02% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $3.4M | 77,615 | 0.05% | 21q | +11.6%+$351.7K |
| Summit Trail Advisors, LLC | $3.4M | 77,548 | 0.04% | 8q | -0.7%-$22.6K |
| Continuum Advisory, LLC | $3.4M | 77,189 | 0.27% | 17q | +5.5%+$173.8K |
| Landmark Wealth Management, LLC | $3.3M | 76,740 | 0.80% | 19q | +6.8%+$213.1K |
| Prospera Financial Services Inc | $3.3M | 75,539 | 0.05% | 29q | +2.0%+$64.8K |
| Crumly & Associates Inc. | $3.2M | 72,836 | 0.61% | 21q | HELD |
| Xcelsior Advisor Partners LLC | $3.1M | 72,032 | 0.41% | new | NEW |
| True Blue Financial, LLC | $3.1M | 70,943 | 1.30% | 3q | +19.1%+$495.9K |
| Windsor Advisory Group, LLC | $2.9M | 67,787 | 2.14% | 8q | HELD |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $2.8M | 64,191 | 0.03% | 6q | -8.1%-$247.6K |
| Savant Capital, LLC | $2.7M | 62,975 | 0.01% | 26q | HELD |
| Glass Jacobson Investment Advisors llc | $2.7M | 61,507 | 0.83% | 14q | HELD |
| VestGen Advisors, LLC | $2.7M | 61,076 | 0.08% | 3q | +5.6%+$140.7K |
| Arkadios Wealth Advisors | $2.6M | 60,204 | 0.04% | 15q | -34.4%-$1.4M |
| BTG Pactual Asset Management US LLC | $2.5M | 58,368 | 0.16% | 8q | +1.6%+$40.0K |
| PCG Wealth Advisors, LLC | $2.5M | 57,963 | 0.56% | 19q | +2.4%+$58.7K |
| FOCUSED ALPHA, LLC | $2.4M | 55,496 | 0.62% | 3q | +9.7%+$214.2K |
| Equitable Holdings, Inc. | $2.3M | 53,744 | 0.01% | 23q | -40.1%-$1.6M |
| Auour Investments LLC | $2.3M | 53,279 | 0.66% | 13q | HELD |
| Kingsview Wealth Management, LLC | $2.3M | 52,593 | 0.03% | 30q | -45.2%-$1.9M |
| Waverly Advisors, LLC | $2.2M | 51,286 | 0.01% | 10q | +2.4%+$52.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $2.1M | 49,262 | 0.92% | new | NEW |
Showing the largest 100 of 377 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 356 | $3.1B | 70,403,768 | 21 | 120 | 106 | 0.0% |
| Q1 2026 | 368 | $3.1B | 70,628,160 | 40 | 127 | 98 | 0.0% |
| Q4 2025 | 357 | $2.5B | 66,723,879 | 26 | 121 | 109 | 0.0% |
| Q3 2025 | 345 | $2.5B | 66,069,704 | 20 | 113 | 103 | 0.0% |
| Q2 2025 | 346 | $2.5B | 67,289,614 | 34 | 108 | 98 | 0.0% |
| Q1 2025 | 328 | $2.4B | 64,830,137 | 32 | 111 | 93 | 0.0% |
| Q4 2024 | 325 | $2.2B | 62,376,129 | 32 | 100 | 86 | 0.0% |
| Q3 2024 | 291 | $2.0B | 60,156,307 | 32 | 77 | 104 | 0.0% |
| Q2 2024 | 279 | $1.8B | 59,688,181 | 25 | 71 | 100 | 0.0% |
| Q1 2024 | 265 | $2.7B | 90,892,431 | 30 | 80 | 97 | 0.0% |
| Q4 2023 | 257 | $2.2B | 78,267,794 | 14 | 57 | 112 | 0.0% |
| Q3 2023 | 253 | $1.7B | 65,085,316 | 12 | 62 | 97 | 0.0% |
| Q2 2023 | 259 | $1.7B | 64,704,527 | 15 | 62 | 108 | 0.0% |
| Q1 2023 | 252 | $1.7B | 65,111,673 | 13 | 80 | 89 | 0.0% |
| Q4 2022 | 254 | $1.7B | 63,477,207 | 30 | 78 | 73 | 0.1% |
| Q3 2022 | 279 | $1.8B | 73,279,605 | 25 | 85 | 88 | 0.0% |
| Q2 2022 | 270 | $1.8B | 71,828,937 | 23 | 78 | 91 | 0.0% |
| Q1 2022 | 267 | $1.8B | 66,582,021 | 31 | 86 | 82 | 0.0% |
| Q4 2021 | 254 | $1.6B | 62,743,647 | 20 | 103 | 52 | 0.0% |
| Q3 2021 | 226 | $1.4B | 61,175,891 | 14 | 81 | 79 | 0.0% |
| Q2 2021 | 231 | $1.5B | 61,757,079 | 21 | 93 | 64 | 0.0% |
| Q1 2021 | 223 | $1.3B | 59,051,312 | 23 | 83 | 69 | 0.0% |
| Q4 2020 | 228 | $1.2B | 58,942,189 | 27 | 61 | 92 | 0.0% |
| Q3 2020 | 216 | $1.2B | 62,195,866 | 20 | 64 | 84 | 0.0% |
| Q2 2020 | 214 | $1.3B | 65,502,600 | 17 | 73 | 83 | 0.0% |
| Q1 2020 | 231 | $1.3B | 72,978,385 | 25 | 80 | 89 | 0.0% |
| Q4 2019 | 257 | $1.8B | 69,693,527 | 31 | 96 | 66 | 0.0% |
| Q3 2019 | 214 | $1.6B | 62,742,417 | 28 | 75 | 69 | 0.0% |
| Q2 2019 | 206 | $1.6B | 61,862,301 | 26 | 86 | 62 | 0.0% |
| Q1 2019 | 209 | $1.5B | 59,187,061 | 24 | 72 | 74 | 0.0% |
| Q4 2018 | 215 | $1.3B | 58,894,528 | 3 | 4 | 10 | 0.0% |