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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

340 managers (344 13F filers) reported a position in EMLP shares at 2024-12-31, 63,611,888 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
340
13F filers
344
New
34
Added
141
Reduced
103
Sold out
17
Shares held by filers
63,611,888

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
10Elms LLP11,343$404K0.42%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,240$400K0.04%+1,14213F-HRTimeline
MTM Investment Management, LLC11,077$395K0.15%013F-HRTimeline
DHJJ Financial Advisors, Ltd.11,037$393K0.15%-2,13913F-HRTimeline
Compound Planning, Inc.11,020$393K0.02%+3,54713F-HRTimeline
CHOREO, LLC10,940$391K0.01%-2,05213F-HRTimeline
ProVise Management Group, LLC10,719$382K0.03%013F-HRTimeline
Bison Wealth, LLC10,719$382K0.05%13F-HRTimeline
Sage Mountain Advisors LLC10,652$380K0.03%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.10,509$375K0.27%+26813F-HRTimeline
Allworth Financial LP9,891$372K<0.01%+2513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,199$364K0.18%+54413F-HRTimelineGroup
IFG Advisory, LLC9,981$356K0.02%-1,51413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,964$355K<0.01%+34413F-HRTimelineGroup
Wealthspire Retirement, LLC9,945$355K0.03%-56713F-HRTimeline
BLAIR WILLIAM & CO/IL9,883$352K<0.01%-97313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,721$347K0.01%+3,64213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,502$339K0.01%+1,11513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,363$334K0.01%+2,45513F-HRTimeline
Sebold Capital Management, Inc.9,242$329K0.22%+413F-HRTimeline
WEDBUSH SECURITIES INC8,455$301K0.01%+4013F-HRTimeline
First Heartland Consultants, Inc.8,422$300K0.03%+1,52113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,303$296K<0.01%+28513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,204$292K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC8,199$292K0.02%-64213F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.8,040$287K0.04%+5913F-HRTimeline
Peterson Wealth Advisors, LLC7,853$283K0.05%-1,22613F-HRTimeline
Merit Financial Group, LLC7,880$281K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC7,776$277K<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC7,990$268K0.16%13F-HRTimeline
Advisory Services Network, LLC7,447$265K<0.01%-65213F-HRTimeline
Creative Planningin group Creative Planning7,374$263K<0.01%+8013F-HRTimelineGroup
UNIONVIEW, LLC7,279$259K0.19%+4713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,144$255K0.01%-1,60513F-HRTimelineGroup
PRIVATE TRUST CO NA7,112$254K0.03%013F-HRTimeline
SAXON INTERESTS, INC.7,024$250K0.11%013F-HRTimeline
Canvas Wealth Advisors, LLC7,020$250K0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,900$246K0.03%-31113F-HRTimeline
Beta Wealth Group, Inc.6,855$244K0.11%-17413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,775$242K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,662$237K<0.01%new13F-HRTimelineGroup
Artemis Wealth Advisors, LLC6,594$235K0.04%+4913F-HRTimeline
ORBA Wealth Advisors, L.L.C.6,540$233K0.12%+1513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,341$227K0.02%-208,39313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,363$227K<0.01%-4,26513F-HRTimelineGroup
Endowment Wealth Management, Inc.6,243$223K0.15%-56513F-HRTimeline
NewEdge Wealth, LLC6,212$221K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,104$218K0.01%-69713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,103$218K<0.01%new13F-HRTimelineGroup
Tyler-Stone Wealth Management6,087$217K0.04%new13F-HRTimeline
Indie Asset Partners, LLC6,078$217K0.17%new13F-HRTimeline
Legacy Capital Group California, Inc.6,068$216K0.07%-1,25613F-HRTimeline
Private Advisory Group LLC6,046$216K0.02%-14913F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,019$215K<0.01%-6913F-HRTimelineGroup
IHT Wealth Management, LLC6,010$214K0.01%new13F-HRTimeline
Ardent Capital Management, Inc.5,870$209K0.1%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,704$209K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,606$200K<0.01%+1,11613F-HRTimelineGroup
Founders Financial Alliance, LLC5,442$194K0.05%+2513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,016$151K0.01%+3,68013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,234$151K<0.01%013F-HRTimelineGroup
MAI Capital Management4,224$151K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,970$142K0.01%+8913F-HRTimeline
REAP Financial Group, LLC3,894$139K0.03%-1,23813F-HRTimeline
Coppell Advisory Solutions LLC3,750$133K0.02%+39513F-HRTimeline
Capital Investment Advisory Services, L…3,675$131K0.01%+813F-HRTimeline
Register Financial Advisors LLC3,639$130K0.07%+913F-HRTimeline
Geneos Wealth Management Inc.3,426$122K<0.01%-4213F-HRTimeline
Integrity Financial Corp /WA3,393$121K0.07%-61013F-HRTimeline
Medallion Wealth Advisors, LLC3,131$112K0.06%13F-HRTimeline
CWM, LLCin group CWM, LLC3,126$111K<0.01%+33113F-HRTimelineGroup
AE Wealth Management LLC2,863$102K<0.01%new13F-HRTimeline
Glassman Wealth Services2,856$102K0.02%-1,57213F-HRTimeline
GeoWealth Management, LLC2,561$91.3K<0.01%-5,50113F-HRTimeline
Blue Trust, Inc.2,260$80.6K<0.01%-57013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,209$78.8K<0.01%+1,03013F-HRTimeline
EASTERN BANK2,080$74.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,935$69K<0.01%-45713F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,900$67.7K0.02%-24513F-HRTimelineGroup
Topsail Wealth Management, LLC1,800$64.2K0.01%13F-HRTimeline
GAMMA Investing LLC1,695$60.4K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,685$60.1K0.01%-72413F-HRTimeline
Solstein Capital, LLC1,317$47K0.03%013F-HRTimeline
Decker Retirement Planning Inc.1,308$46.6K0.03%13F-HRTimeline
CITY HOLDING CO1,300$46.3K0.01%-11613F-HRTimeline
WR Wealth Planners, LLC1,211$43.2K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,127$40.4K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,077$38.4K0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,035$36.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,000$35.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$35.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$35.6K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd955$34K<0.01%13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC922$32.9K0.02%013F-HRTimeline
Darwin Wealth Management, LLC902$32.2K0.01%+313F-HR/ATimeline
Global Retirement Partners, LLC859$30.6K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC825$29.4K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC735$26.2K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC702$25K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.693$24.7K0.03%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.668$23.8K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC690$23K0.02%013F-HRTimeline
Smartleaf Asset Management LLC577$20.5K<0.01%+54813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC566$20.2K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…559$19.9K<0.01%+413F-HRTimeline
Wilmington Savings Fund Society, FSB500$17.8K<0.01%013F-HRTimeline
Avior Wealth Management, LLC497$17.7K<0.01%013F-HRTimeline
Key Financial Inc425$15.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.418$14.9K<0.01%+13013F-HRTimeline
North Star Investment Management Corp.414$14.8K<0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\361$12.9K<0.01%+28713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV340$12.1K<0.01%+3713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC328$11.7K<0.01%-27513F-HRTimeline
Raleigh Capital Management Inc.315$11.2K<0.01%+213F-HRTimeline
Truvestments Capital LLC300$10.7K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC295$10.5K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC275$9.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$8.91K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC166$5.92K<0.01%-33413F-HRTimeline
Farther Finance Advisors, LLC162$5.76K<0.01%+213F-HRTimeline
Caitlin John, LLC159$5.67K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC114$4.07K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…106$3.78K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.77$2.75K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC75$2.67K<0.01%013F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/69$2.48K<0.01%new13F-HR/ATimelineGroup
Park Square Financial Group, LLC61$2.17K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.53$1.89K<0.01%-5513F-HRTimeline
Pinnacle Bancorp, Inc.44$1.57K<0.01%013F-HRTimeline
FSA Wealth Management LLC33$1.16K<0.01%+113F-HRTimeline
Covestor Ltd34$1K<0.01%+613F-HRTimeline
New Millennium Group LLC17$606<0.01%013F-HRTimeline
Hexagon Capital Partners LLC15$535<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.9$3470.03%-9,62413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$107<0.01%+213F-HRTimelineGroup
FMR LLCin group FMR LLC1$36<0.01%-213F-HRTimelineGroup
Creekmur Asset Management LLC1$24<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Plante Moran Financial Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.