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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

346 managers (349 13F filers) reported a position in EMLP shares at 2025-03-31, 66,210,287 shares in all. 33 filers opened a position and 24 filers sold out during the quarter.

Managers
346
13F filers
349
New
33
Added
146
Reduced
109
Sold out
24
Shares held by filers
66,210,287

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BROWN ADVISORY INCin group BROWN ADVISORY INC12,369$464K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,042$451K<0.01%+613F-HRTimelineGroup
Arax Advisory Partners11,975$449K0.03%+61213F-HRTimeline
Compound Planning, Inc.11,724$440K0.02%+70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,647$437K<0.01%new13F-HRTimelineGroup
Mission Creek Capital Partners, Inc.11,632$436K0.11%+4913F-HRTimeline
Castle Rock Wealth Management, LLC11,580$434K0.12%013F-HRTimeline
Advisory Services Network, LLC11,542$433K0.01%+4,09513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,524$432K0.02%+2,02213F-HRTimelineGroup
10Elms LLP11,343$425K0.43%013F-HRTimeline
RPg Family Wealth Advisory, LLC11,156$418K0.12%-43013F-HRTimeline
MTM Investment Management, LLC11,077$417K0.16%013F-HRTimeline
BLAIR WILLIAM & CO/IL11,033$414K<0.01%+1,15013F-HRTimeline
CERTUITY, LLC11,007$413K0.04%new13F-HRTimeline
ProVise Management Group, LLC10,719$402K0.03%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.10,638$399K0.31%+12913F-HRTimeline
Ballew Advisors, Inc11,320$395K0.26%013F-HRTimeline
Avantax Planning Partners, Inc.10,525$395K0.01%-1,12513F-HRTimeline
DHJJ Financial Advisors, Ltd.10,392$390K0.16%-64513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,377$389K0.19%+17813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,347$388K0.01%-3,27713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,558$385K0.02%+4,45413F-HRTimelineGroup
IFG Advisory, LLC10,240$384K0.02%+25913F-HRTimeline
Creative Planningin group Creative Planning10,095$378K<0.01%+2,72113F-HRTimelineGroup
Soltis Investment Advisors LLC10,060$377K0.03%-3,45013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,045$377K0.01%+32413F-HRTimeline
First Heartland Consultants, Inc.10,000$375K0.04%+1,57813F-HRTimeline
Allworth Financial LP9,891$362K<0.01%013F-HRTimeline
CHOREO, LLC9,497$356K0.01%-1,44313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,402$352K<0.01%+3,79613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,338$350K0.01%-2513F-HRTimeline
Sebold Capital Management, Inc.9,245$347K0.23%+313F-HRTimeline
Bison Wealth, LLC8,939$335K0.03%-1,78013F-HRTimeline
WEDBUSH SECURITIES INC8,728$327K0.01%+27313F-HRTimeline
MATHER GROUP, LLC.8,577$322K<0.01%-6,04513F-HRTimeline
Quantinno Capital Management LP8,480$318K<0.01%new13F-HRTimeline
Western Wealth Management, LLC8,243$309K0.02%+4413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,104$304K0.04%+6413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC8,095$303K0.19%+10513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,954$298K<0.01%-6,40913F-HRTimelineGroup
Tyler-Stone Wealth Management7,514$282K0.05%+1,42713F-HRTimeline
LANARK FINANCIAL, INC.7,492$280K0.02%+7,48313F-HRTimeline
Indie Asset Partners, LLC7,185$269K0.23%+1,10713F-HRTimeline
PRIVATE TRUST CO NA7,112$267K0.03%013F-HRTimeline
SAXON INTERESTS, INC.7,024$263K0.12%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,000$262K<0.01%+33813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,901$259K<0.01%-1,30313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…6,900$259K0.03%013F-HRTimeline
Beta Wealth Group, Inc.6,864$257K0.09%+913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,838$256K0.01%-30613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,829$256K0.01%+81013F-HRTimelineGroup
National Wealth Management Group, LLC6,828$256K0.17%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,775$254K0.03%013F-HRTimeline
Qube Research & Technologies Ltd6,764$254K<0.01%-40,16213F-HRTimeline
Canvas Wealth Advisors, LLC7,020$253K0.06%013F-HRTimeline
Artemis Wealth Advisors, LLC6,647$249K0.05%+5313F-HRTimeline
ORBA Wealth Advisors, L.L.C.6,540$245K0.12%013F-HRTimeline
Mach-1 Financial Group, LLC6,517$244K0.07%new13F-HRTimeline
Peterson Wealth Advisors, LLC7,011$238K0.05%-84213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,341$238K0.02%013F-HRTimeline
NewEdge Wealth, LLC6,212$233K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC6,202$233K0.03%new13F-HRTimeline
American Institute for Advanced Investm…6,040$226K0.17%new13F-HRTimeline
Ardent Capital Management, Inc.5,870$220K0.1%013F-HRTimeline
Endowment Wealth Management, Inc.5,790$217K0.14%-45313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,704$214K0.03%013F-HRTimeline
Coppell Advisory Solutions LLC5,785$212K0.03%+2,03513F-HRTimeline
CHAPIN DAVIS, INC.5,636$211K0.07%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,569$209K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC5,568$209K0.05%+12613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,550$208K<0.01%-81313F-HRTimelineGroup
Allen Capital Group, LLC5,516$207K0.02%new13F-HRTimeline
DAVENPORT & Co LLC5,499$206K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC5,460$205K<0.01%-2,31613F-HRTimeline
MAI Capital Management4,224$158K<0.01%013F-HRTimeline
Larson Financial Group LLC3,798$142K0.01%-17213F-HRTimeline
Register Financial Advisors LLC3,649$137K0.07%+1013F-HRTimeline
Capital Investment Advisory Services, L…3,641$137K0.01%-3413F-HRTimeline
AE Wealth Management LLC3,624$136K<0.01%+76113F-HRTimeline
Integrity Financial Corp /WA3,393$127K0.07%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,305$124K0.24%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,145$119K0.05%+1413F-HRTimeline
Wood Tarver Financial Group, LLC3,096$116K0.04%new13F-HRTimeline
GAMMA Investing LLC2,948$111K0.01%+1,25313F-HR/ATimeline
Glassman Wealth Services2,856$107K0.02%013F-HRTimeline
REAP Financial Group, LLC2,811$105K0.03%-1,08313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,734$102K<0.01%-1,50013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,609$97.8K<0.01%+40013F-HRTimeline
CWM, LLCin group CWM, LLC2,588$97K<0.01%-53813F-HRTimelineGroup
Blue Trust, Inc.2,260$84.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,241$84K<0.01%+1,67513F-HRTimelineGroup
EASTERN BANK2,080$78K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,900$71.6K0.02%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,935$69K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC1,800$67.5K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC1,471$55.1K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,370$51.4K0.02%-31513F-HRTimeline
Solstein Capital, LLC1,317$49.4K0.03%013F-HRTimeline
CITY HOLDING CO1,300$48.7K0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,248$46.8K0.04%new13F-HR/ATimeline
First Horizon Advisors, Inc.1,035$38.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$37.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$37.5K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd955$35.8K<0.01%013F-HR/ATimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC922$34.6K0.02%013F-HRTimeline
Darwin Wealth Management, LLC902$32.2K0.01%013F-HRTimeline
Transce3nd, LLC857$32.1K0.01%-22013F-HRTimeline
DUNCKER STREETT & CO INC735$27.6K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC702$26.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC690$26K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA665$24.9K<0.01%-46213F-HRTimelineGroup
Clearstead Trust, LLC600$22.5K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC577$21.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…563$21.1K<0.01%+413F-HRTimeline
Wilmington Savings Fund Society, FSB500$18.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.436$16.3K<0.01%+1813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\425$15.9K<0.01%+6413F-HRTimelineGroup
Key Financial Inc425$15.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.418$15.7K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$13.2K<0.01%+1213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC328$12.3K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC304$11.4K<0.01%+913F-HRTimelineGroup
Truvestments Capital LLC300$11.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC275$10.3K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.273$10.2K<0.01%-4213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$9.37K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC166$6.22K<0.01%013F-HRTimeline
Brooklyn Investment Group135$5.06K<0.01%new13F-HRTimeline
Rossby Financial, LCC132$4.82K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC126$4.72K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…106$3.97K<0.01%013F-HRTimeline
Bogart Wealth, LLC93$3.49K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…87$3.26K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.77$2.89K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC75$2.81K<0.01%013F-HRTimeline
Park Square Financial Group, LLC61$2.29K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.56$2.1K<0.01%new13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45$1.69K<0.01%+4213F-HRTimelineGroup
Pinnacle Bancorp, Inc.44$1.65K<0.01%013F-HRTimeline
FSA Wealth Management LLC33$1.23K<0.01%013F-HRTimeline
Covestor Ltd22$1K<0.01%-1213F-HRTimeline
New Millennium Group LLC17$637<0.01%013F-HRTimeline
Nemes Rush Group LLC17$637<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC15$562<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$26<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,01613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.