First Trust North American EEMLPETF
13F holders, Q1 2024 (March 31)288holders
3famous investors
$29.52avg. 13F price*
At the end of Q1 2024, 288 institutions reported holding First Trust North American E (EMLP) in their 13F filings. The largest holders were Morgan Stanley ($464.2M), AlTi Global, Inc. ($102.6M) and Capital Investment Advisors, LLC ($102.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- First Trust North American E
- CUSIP
- 33738D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.5M |
| Exits | 18 | $6.3M |
Ownership 288 holders
| Morgan Stanley | 0.04% | Reduce -1.7% | 15,718,248 | $464.2M |
| AlTi Global, Inc. | 2.86% | Reduce -5.9% | 3,474,985 | $102.6M |
| Capital Investment Advisors, LLC | 2.39% | Add +2.0% | 3,472,948 | $102.6M |
| Glenview Trust Co | 1.56% | Add +2.4% | 2,452,045 | $72.4M |
| Wells Fargo & Company | 0.02% | Add +1.4% | 2,093,775 | $61.8M |
| Cresset Asset Management, LLC | 0.27% | Reduce -5.5% | 1,901,451 | $56.1M |
| Wealthspire Advisors, LLC | 0.73% | Reduce -1.6% | 1,857,811 | $54.9M |
| Bank of America Corp. | 0.01% | Add +1.9% | 1,734,158 | $51.2M |
| LPL Financial LLC | 0.03% | Reduce -3.5% | 1,647,536 | $48.7M |
| Royal Bank of Canada | 0.01% | Reduce -35.7% | 1,456,363 | $43.0M |
| Comprehensive Wealth Management, LLC | 33.37% | Add +0.4% | 1,451,325 | $42.9M |
| UBS Group AG | 0.01% | Reduce -20.1% | 1,352,480 | $39.9M |
| Welch & Forbes LLC | 0.45% | Reduce -0.4% | 1,107,664 | $32.7M |
| Glenmede Trust Co. NA | 0.15% | Reduce -1.5% | 1,047,086 | $30.9M |
| Altfest L J & Co. Inc. | 4.30% | Reduce -0.5% | 1,028,072 | $30.4M |
| Arvest Trust Co. N A | 1.53% | Add +2.3% | 910,392 | $26.9M |
| Mariner, LLC | 0.05% | Reduce -1.2% | 855,807 | $25.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.6% | 816,986 | $24.1M |
| Lee Financial Co | 3.72% | Reduce -2.7% | 752,878 | $22.2M |
| Jaffetilchin Investment Partners, LLC | 1.88% | Add +302.5% | 709,808 | $21.0M |
| Disciplina Capital Management LLC | 3.12% | Reduce -0.9% | 625,362 | $18.5M |
| Fairview Capital Investment Management, LLC | 0.97% | Reduce -20.7% | 580,267 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 544,555 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.4% | 476,027 | $14.1M |
| UMB Bank, n.a. | 0.22% | Reduce -6.7% | 469,113 | $13.9M |
| Barry Investment Advisors, LLC | 3.90% | Add +2.9% | 396,512 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 346,193 | $10.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.9% | 332,859 | $9.8M |
| Alpha Omega Group, Inc. | 13.68% | Add +3.0% | 330,701 | $9.8M |
| Arvest Investments, Inc. | 1.48% | Add +0.1% | 315,880 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +1308.8% | 314,463 | $9.3M |
| Arkos Global Advisors | 1.34% | Reduce -2.8% | 272,264 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.7% | 271,998 | $8.0M |
| New England Private Wealth Advisors LLC | 1.36% | Add +2.6% | 262,302 | $7.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.8% | 246,773 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +2.3% | 235,252 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Reduce -4.5% | 232,520 | $6.9M |
| Forefront Analytics, LLC | 3.23% | Reduce -1.8% | 225,508 | $6.7M |
| Perella Weinberg Partners Capital Management LP | 0.62% | Reduce -85.2% | 207,706 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -3.7% | 193,334 | $5.7M |
| Park National Corp. | 0.22% | Reduce -4.8% | 191,712 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.6% | 187,792 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -11.9% | 187,287 | $5.5M |
| Private Advisor Group, LLC | 0.04% | Add +8.2% | 184,833 | $5.5M |
| Comerica Bank | 0.02% | Reduce -5.4% | 184,816 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 180,808 | $5.3M |
| FourThought Financial Partners, LLC | 0.59% | Add +10.9% | 174,931 | $5.2M |
| Intrua Financial, LLC | 0.80% | Reduce -46.2% | 173,805 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -52.8% | 159,455 | $4.7M |
| Beacon Financial Group | 0.53% | Reduce -3.9% | 156,249 | $4.6M |
| MML Investors Services, LLC | 0.02% | Reduce -29.6% | 154,501 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.2% | 151,842 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +110.2% | 149,279 | $4.4M |
| Captrust Financial Advisors | 0.02% | Reduce -3.5% | 148,106 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.64% | Add +3.6% | 147,932 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.2% | 147,812 | $4.4M |
| Flagstar Securities, Inc. | 1.18% | Reduce -1.1% | 143,911 | $4.2M |
| Appleton Partners Inc. | 0.32% | Add +0.9% | 138,423 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.3% | 137,852 | $4.1M |
| Elevated Capital Advisors, LLC | 1.08% | Add +7.0% | 127,540 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -35.4% | 139,475 | $3.7M |
| GenTrust, LLC | 0.22% | Reduce -7.8% | 122,038 | $3.6M |
| Sandy Spring Bank | 0.16% | Add +1.9% | 120,212 | $3.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.8% | 117,833 | $3.5M |
| Stegent Equity Advisors, Inc. | 3.09% | Reduce -23.4% | 102,978 | $3.0M |
| Wela Strategies, Inc. | 1.35% | Add +18.8% | 96,609 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +10.2% | 95,952 | $2.8M |
| Private Advisory Group LLC | 0.38% | Add +111.6% | 91,374 | $2.7M |
| Greytown Advisors Inc. | 1.49% | Add +24.3% | 89,552 | $2.6M |
| Prospera Financial Services Inc | 0.08% | Add +0.9% | 86,466 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -0.4% | 83,950 | $2.5M |
| Crumly & Associates Inc. | 0.64% | Reduce -7.4% | 82,886 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.6% | 82,529 | $2.4M |
| ArchPoint Investors | 0.99% | No change | 80,000 | $2.4M |
| Investors Research Corp | 0.53% | Reduce -6.0% | 77,169 | $2.3M |
| New Republic Capital, LLC | 1.43% | Add +38.8% | 76,037 | $2.2M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -0.9% | 75,118 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 72,920 | $2.2M |
| Landmark Wealth Management, LLC | 0.98% | Add +2.4% | 71,765 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -22.0% | 70,500 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.75% | Reduce -1.6% | 67,266 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.08% | Reduce -1.1% | 66,241 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.4% | 65,832 | $1.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +3.1% | 62,592 | $1.8M |
| Fernwood Investment Management, LLC | 0.53% | Reduce -2.7% | 61,270 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.2% | 59,105 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.2% | 59,105 | $1.7M |
| Auour Investments LLC | 0.64% | Add +0.4% | 58,645 | $1.7M |
| PCG Wealth Advisors, LLC | 0.79% | Reduce -5.8% | 56,252 | $1.7M |
| Magnolia Capital Advisors LLC | 1.35% | Reduce -0.4% | 55,409 | $1.6M |
| WealthCare Investment Partners, LLC | 0.78% | Reduce -18.6% | 54,723 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +68.3% | 53,510 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.2% | 53,025 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +1.9% | 52,449 | $1.5M |
| Walker Asset Management, LLC | 0.97% | Add +3.4% | 49,781 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.66% | Add +0.9% | 47,345 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.89% | Add +9.4% | 46,960 | $1.4M |
| Beck Bode, LLC | 0.28% | Reduce -12.1% | 46,633 | $1.4M |
| Colorado Capital Management, Inc. | 0.80% | Reduce -1.0% | 46,600 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -21.9% | 43,640 | $1.3M |
| MGB Wealth Management, LLC | 0.52% | Add +0.0% | 43,374 | $1.3M |
| Motco | 0.08% | Add +32.9% | 43,313 | $1.3M |
| Betterment LLC | 0.00% | Add +1.1% | 42,100 | $1.2M |
| Virtue Capital Management, LLC | 0.22% | Add +8.3% | 42,335 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -28.7% | 40,800 | $1.2M |
| Citadel Advisors | 0.00% | Add +1590.8% | 39,294 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +5.0% | 38,117 | $1.1M |
| Icon Wealth Advisors, LLC | 0.10% | Add +0.6% | 38,012 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.5% | 37,198 | $1.1M |
| Waverly Advisors, LLC | 0.03% | New | 37,106 | $1.1M |
| Arq Wealth Advisors, LLC | 0.47% | New | 36,660 | $1.1M |
| Great Diamond Partners, LLC | 0.24% | Reduce -3.3% | 34,815 | $1.0M |
| Vernal Point Advisors, LLC | 0.87% | New | 34,378 | $1.0M |
| St. Louis Trust Co | 0.16% | No change | 36,000 | $1.0M |
| Private Ocean, LLC | 0.10% | Reduce -2.7% | 32,687 | $965K |
| NewEdge Advisors, LLC | 0.01% | Add +9.7% | 32,338 | $955K |
| Continuum Advisory, LLC | 0.14% | Reduce -1.1% | 30,513 | $933K |
| Cambridge Advisors Inc. | 0.20% | Add +0.0% | 29,389 | $868K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -16.6% | 29,191 | $862K |
| Next Capital Management LLC | 0.34% | Reduce -7.4% | 28,673 | $847K |
| Hobart Private Capital, LLC | 0.26% | Reduce -9.6% | 28,582 | $844K |
| Regal Investment Advisors LLC | 0.06% | Reduce -6.4% | 28,173 | $832K |
| Cottonwood Capital Advisors, LLC | 0.64% | Reduce -0.3% | 28,477 | $813K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.2% | 27,113 | $801K |
| Magnus Financial Group LLC | 0.10% | Add +1.4% | 26,975 | $797K |
| Aprio Wealth Management, LLC | 0.15% | New | 26,790 | $791K |
| Cherry Creek Investment Advisors, Inc. | 0.43% | Add +1.8% | 26,702 | $789K |
| Main Street Financial Solutions, LLC | 0.08% | No change | 26,637 | $787K |
| Mather Group, Llc. | 0.01% | No change | 28,396 | $786K |
| Claro Advisors Inc. | 0.13% | Add +0.9% | 26,106 | $771K |
| Apella Capital, LLC | 0.04% | Add +0.2% | 26,022 | $769K |
| Inscription Capital, LLC | 0.13% | Add +34.5% | 25,836 | $763K |
| Kraematon Investment Advisors, Inc. | 0.77% | Reduce -7.7% | 25,751 | $760K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -28.3% | 25,694 | $759K |
| Quad-Cities Investment Group, LLC | 0.44% | Reduce -4.1% | 25,352 | $749K |
| Objective Capital Management, LLC | 0.50% | Add +3.0% | 24,865 | $734K |
| ICA Group Wealth Management, LLC | 0.14% | Reduce -0.8% | 23,147 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.7% | 23,039 | $680K |
| Harbour Investments, Inc. | 0.02% | Reduce -20.8% | 22,667 | $669K |
| Marshall Wace, LLP | 0.00% | New | 21,500 | $635K |
| Visionary Wealth Advisors | 0.04% | Reduce -4.2% | 21,368 | $631K |
| Stephens Inc. | 0.01% | Reduce -2.7% | 21,005 | $620K |
| Wagner Wealth Management, LLC | 0.19% | Add +1.1% | 20,618 | $609K |
| G&S Capital LLC | 0.27% | Add +3.5% | 20,523 | $606K |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.6% | 20,181 | $596K |
| Raymond James Trust N.A. | 0.01% | No change | 20,096 | $593K |
| Equitable Holdings, Inc. | 0.01% | Add +1.1% | 19,845 | $586K |
| Northwest Wealth Management, LLC | 0.16% | Add +0.5% | 19,501 | $576K |
| Americana Partners, LLC | 0.05% | Add +0.8% | 19,007 | $561K |
| Keystone Financial Group | 0.08% | Add +123.2% | 18,879 | $557K |
| Gryphon Financial Partners LLC | 0.09% | Add +9.3% | 18,370 | $542K |
| PBMares Wealth Management LLC | 0.14% | Add +0.6% | 18,224 | $538K |
| SignalPoint Asset Management, LLC | 0.15% | Reduce -0.1% | 18,173 | $537K |
| Avior Wealth Management, LLC | 0.02% | Add +3446.1% | 17,624 | $520K |
| Integrated Advisors Network LLC | 0.03% | Add +1.0% | 17,349 | $512K |
| Wintrust Investments LLC | 0.04% | Reduce -21.3% | 17,057 | $504K |
| MCF Advisors LLC | 0.04% | Add +0.7% | 17,052 | $504K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 16,588 | $490K |
| Aveo Capital Partners, LLC | 0.05% | New | 15,828 | $472K |
| Cozad Asset Management Inc. | 0.05% | Add +0.1% | 15,884 | $469K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.9% | 15,839 | $468K |
| Wealth Effects LLC | 0.17% | Reduce -4.3% | 15,520 | $458K |
| Cedar Brook Financial Partners, LLC | 0.09% | Add +0.8% | 15,427 | $456K |
| Sheets Smith Wealth Management | 0.05% | Reduce -5.3% | 15,275 | $451K |
| Aspen Investment Management Inc | 0.23% | No change | 15,270 | $451K |
| DHJJ Financial Advisors, Ltd. | 0.19% | No change | 14,826 | $438K |
| Waterloo Capital, L.P. | 0.06% | Reduce -24.4% | 14,697 | $434K |
| KLR Investment Advisors, LLC | 0.31% | Reduce -11.9% | 14,752 | $433K |
| Capital Analysts, LLC | 0.02% | Add +12.7% | 14,541 | $429K |
| Lincoln National Corp. | 0.01% | Reduce -5.1% | 14,089 | $416K |
| Soltis Investment Advisors LLC | 0.05% | Add +0.3% | 14,055 | $415K |
| Matrix Private Capital Group LLC | 0.27% | No change | 13,578 | $401K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +2.0% | 13,174 | $389K |
| D. E. Shaw & Co. | 0.00% | Add +7.4% | 12,824 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.5% | 12,634 | $373K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,535 | $370K |
| ProVise Management Group, LLC | 0.03% | No change | 12,219 | $361K |
| RPg Family Wealth Advisory, LLC | 0.11% | Reduce -56.1% | 12,062 | $356K |
| Wedmont Private Capital | 0.03% | Add +0.9% | 11,849 | $350K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,880 | $349K |
| Lido Advisors, LLC | 0.00% | New | 11,748 | $347K |
| Derbend Asset Management | 0.17% | Add +1.8% | 11,645 | $344K |
| Sebold Capital Management, Inc. | 0.23% | Add +0.1% | 11,596 | $342K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.6% | 11,425 | $337K |
| Avantax Planning Partners, Inc. | 0.01% | New | 11,400 | $337K |
| Creative Planning | 0.00% | Add +35.8% | 11,083 | $327K |
| MTM Investment Management, LLC | 0.13% | No change | 11,077 | $327K |
| Ballew Advisors, Inc | 0.22% | No change | 10,767 | $314K |
| Wealthspire Retirement, LLC | 0.03% | New | 10,522 | $311K |
| Divergent Wealth Advisors | 0.06% | Reduce -1.2% | 10,448 | $309K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -1.8% | 10,192 | $301K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,162 | $300K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.1% | 10,031 | $296K |
| Cascade Investment Group, Inc. | 0.22% | Reduce -9.0% | 10,003 | $295K |
| Ancora Advisors LLC | 0.01% | Reduce -8.3% | 9,917 | $293K |
| Allworth Financial LP | 0.00% | Add +48.1% | 9,866 | $291K |
| Prosperity Financial Group, Inc. | 0.18% | Reduce -57.5% | 9,716 | $287K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.8% | 9,424 | $278K |
| Arax Advisory Partners | 0.03% | Add +0.7% | 9,080 | $268K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 9,035 | $267K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 8,877 | $262K |
| Composition Wealth, LLC | 0.01% | New | 8,812 | $260K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 8,720 | $257K |
| Endowment Wealth Management, Inc. | 0.19% | Reduce -19.0% | 8,714 | $257K |
| GeoWealth Management, LLC | 0.01% | Reduce -59.7% | 8,438 | $249K |
| Oppenheimer & Co. Inc. | 0.00% | Add +9.1% | 8,426 | $249K |
| REAP Financial Group, LLC | 0.07% | Reduce -24.2% | 8,391 | $248K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -9.4% | 8,231 | $243K |
| Lanark Financial, Inc. | 0.02% | Add +43.2% | 7,958 | $235K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -20.1% | 7,929 | $234K |
| Private Trust Co. NA | 0.03% | No change | 7,871 | $232K |
| Howard Financial Services, LTD. | 0.04% | Add +1.8% | 7,830 | $231K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 7,810 | $231K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.9% | 7,450 | $220K |
| Beta Wealth Group, Inc. | 0.11% | Reduce -5.1% | 7,374 | $218K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -21.6% | 7,287 | $215K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.6% | 7,230 | $214K |
| Focus Financial Network, Inc. | 0.01% | — | 7,397 | $212K |
| International Assets Investment Management, LLC | 0.02% | Reduce -15.4% | 7,143 | $210K |
| Unionview, LLC | 0.17% | New | 7,067 | $209K |
| Clearstead Advisors, LLC | 0.01% | Add +127.5% | 6,825 | $208K |
| Saxon Interests, Inc. | 0.10% | New | 7,011 | $207K |
| L.M. Kohn & Company | 0.06% | New | 7,000 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 6,900 | $204K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,788 | $201K |
| Glassman Wealth Services | 0.04% | No change | 6,368 | $188K |
| Blair William & Co. | 0.00% | Add +2.3% | 6,185 | $183K |
| Realta Investment Advisors | 0.03% | New | 5,638 | $166K |
| Integrity Financial Corp | 0.08% | Reduce -46.6% | 4,003 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.4% | 3,651 | $108K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.1% | 3,618 | $107K |
| Register Financial Advisors LLC | 0.06% | New | 3,607 | $107K |
| Tucker Asset Management LLC | 0.02% | Reduce -36.1% | 3,481 | $103K |
| Birch Capital Management, LLC | 0.05% | Reduce -22.6% | 3,072 | $91K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.4% | 2,627 | $78K |
| Principal Securities, Inc. | 0.00% | Add +32.5% | 2,322 | $69K |
| Cwm, LLC | 0.00% | Add +192.5% | 2,296 | $68K |
| Blue Trust, Inc. | 0.00% | No change | 2,260 | $67K |
| Gables Capital Management Inc. | 0.04% | Reduce -40.3% | 2,225 | $66K |
| Bokf, NA | 0.00% | No change | 1,976 | $58K |
| VitalStone Financial, LLC | 0.04% | Reduce -26.4% | 1,757 | $52K |
| GAMMA Investing LLC | 0.01% | No change | 1,695 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.3% | 1,521 | $45K |
| City Holding Co. | 0.01% | No change | 1,416 | $42K |
| Solstein Capital, LLC | 0.03% | No change | 1,317 | $39K |
| Jones Financial Companies LLLP | 0.00% | New | 1,243 | $37K |
| WR Wealth Planners, LLC | 0.01% | New | 1,211 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,179 | $35K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,125 | $33K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.9% | 1,092 | $32K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +17.2% | 1,058 | $31K |
| Parallel Advisors, LLC | 0.00% | New | 1,027 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.5% | 1,000 | $30K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $27K |
| Franklin Resources Inc. | 0.00% | Reduce -44.5% | 810 | $24K |
| CoreCap Advisors, LLC | 0.00% | New | 683 | $20K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -76.0% | 562 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 506 | $15K |
| Bangor Savings Bank | 0.00% | No change | 500 | $15K |
| Key Financial Inc | 0.00% | No change | 425 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 404 | $12K |
| Bank of Montreal | 0.00% | Reduce -33.6% | 365 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -79.4% | 308 | $9K |
| Archer Investment Corp | 0.00% | No change | 285 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.1% | 283 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 250 | $7K |
| Clear Point Advisors Inc. | 0.01% | Add +1.6% | 248 | $7K |
| US Bancorp \de | 0.00% | No change | 224 | $7K |
| Aspire Private Capital, LLC | 0.00% | No change | 223 | $7K |
| BNP Paribas Financial Markets | 0.00% | New | 222 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 190 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | New | 189 | $6K |
| Caitlin John, LLC | 0.00% | No change | 159 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 148 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 133 | $4K |
| NewSquare Capital LLC | 0.00% | No change | 122 | $4K |
| TD Capital Management LLC | 0.00% | New | 111 | $3K |
| Creekmur Asset Management LLC | 0.00% | Add +1.0% | 105 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 75 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 74 | $2K |
| Covestor Ltd | 0.00% | Add +2.9% | 35 | $1K |
| FSA Wealth Management LLC | 0.00% | Add +3.2% | 32 | $938 |
| Smartleaf Asset Management LLC | 0.00% | No change | 29 | $848 |
| FMR LLC | 0.00% | Add +1200.0% | 26 | $768 |
| Hexagon Capital Partners LLC | 0.00% | No change | 15 | $443 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $59 |
"% of holder's portfolio" is EMLP's weight in each manager's 13F, not the share of First Trust North American E the manager owns.