First Trust North American EEMLPETF
13F holders, Q3 2024 (September 30)312holders +11
32new positions
19sold out
1famous investor
$33.61avg. 13F price*
At the end of Q3 2024, 312 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 11 from Q2 2024. 32 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($550.5M), Capital Investment Advisors, LLC ($120.5M) and AlTi Global, Inc. ($116.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust North American E
- CUSIP
- 33738D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.2M |
| Exits | 19 | $9.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,431,290 shares bought and 1,611,744 shares sold, net +819,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| Morgan Stanley | 0.04% | Add +0.3% | 16,385,005 | $550.5M |
| Capital Investment Advisors, LLC | 2.48% | Add +1.2% | 3,586,759 | $120.5M |
| AlTi Global, Inc. | 2.80% | Add +0.2% | 3,463,951 | $116.4M |
| Glenview Trust Co | 1.62% | Add +1.1% | 2,502,826 | $84.1M |
| Wells Fargo & Company | 0.02% | Add +3.7% | 2,238,507 | $75.2M |
| Cresset Asset Management, LLC | 0.27% | Reduce -1.1% | 2,048,509 | $68.8M |
| LPL Financial LLC | 0.03% | Add +15.4% | 1,982,544 | $66.6M |
| Wealthspire Advisors, LLC | 0.67% | Add +4.2% | 1,963,218 | $66.0M |
| Bank of America Corp. | 0.00% | Add +2.6% | 1,674,444 | $56.3M |
| UBS Group AG | 0.01% | Add +5.5% | 1,464,678 | $49.2M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 1,313,022 | $44.1M |
| Cerity Partners OCIO LLC | 3.47% | Reduce -4.9% | 1,282,558 | $43.1M |
| Comprehensive Wealth Management, LLC | 27.15% | Reduce -9.2% | 1,243,042 | $41.8M |
| Welch & Forbes LLC | 0.47% | Reduce -0.6% | 1,096,529 | $36.8M |
| Glenmede Trust Co. NA | 0.17% | Reduce -1.1% | 1,073,042 | $36.1M |
| Altfest L J & Co. Inc. | 4.37% | Reduce -2.2% | 975,962 | $32.8M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.2% | 826,936 | $27.8M |
| Mariner, LLC | 0.05% | Reduce -2.9% | 805,863 | $27.1M |
| Jaffetilchin Investment Partners, LLC | 1.98% | Add +6.2% | 775,014 | $26.0M |
| Lee Financial Co | 3.61% | Add +0.5% | 756,501 | $25.4M |
| Arvest Bank Trust Division | 1.39% | — | 718,798 | $24.2M |
| Disciplina Capital Management LLC | 2.98% | Add +4412.6% | 553,245 | $18.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.2% | 534,309 | $18.0M |
| UMB Bank, n.a. | 0.23% | Reduce -5.2% | 434,140 | $14.6M |
| Barry Investment Advisors, LLC | 4.19% | Add +1.9% | 408,585 | $13.7M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -12.6% | 362,294 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 341,221 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 321,114 | $10.8M |
| Fairview Capital Investment Management, LLC | 0.57% | Reduce -5.6% | 314,321 | $10.6M |
| Alpha Omega Group, Inc. | 13.85% | Reduce -8.1% | 300,316 | $10.1M |
| Arkos Global Advisors | 1.33% | Reduce -0.9% | 273,658 | $9.2M |
| New England Private Wealth Advisors LLC | 1.46% | Add +3.0% | 268,880 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +2.4% | 258,914 | $8.7M |
| Arvest Investments, Inc. | 1.19% | Reduce -22.6% | 233,874 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +25.2% | 230,677 | $7.8M |
| Forefront Analytics, LLC | 3.49% | Reduce -5.5% | 220,033 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 217,690 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Reduce -7.8% | 213,026 | $7.2M |
| Comerica Bank | 0.02% | Reduce -4.3% | 179,464 | $6.0M |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 179,256 | $6.0M |
| Flagstar Securities, Inc. | 1.50% | Add +6.5% | 175,985 | $5.9M |
| Park National Corp. | 0.21% | Reduce -3.7% | 175,353 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 171,115 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.6% | 169,494 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 164,760 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +555.6% | 161,404 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.8% | 157,601 | $5.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.70% | Add +3.0% | 153,592 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.9% | 150,823 | $5.1M |
| Vernal Point Advisors, LLC | 3.78% | Add +114.5% | 145,503 | $4.9M |
| Beacon Financial Group | 0.53% | Reduce -2.7% | 145,378 | $4.9M |
| FourThought Financial Partners, LLC | 0.57% | Reduce -19.3% | 143,651 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -0.5% | 142,680 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -5.9% | 142,262 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 138,176 | $4.6M |
| Appleton Partners Inc. | 0.33% | Reduce -1.6% | 135,409 | $4.5M |
| GenTrust, LLC | 0.21% | No change | 129,938 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -7.3% | 121,376 | $4.1M |
| Chicago Partners Investment Group LLC | 0.15% | Add +0.7% | 118,586 | $4.1M |
| Daymark Wealth Partners, LLC | 0.16% | Add +16.6% | 115,638 | $3.9M |
| Sandy Spring Bank | 0.16% | Reduce -2.8% | 112,903 | $3.8M |
| HBW Advisory Services LLC | 0.52% | New | 106,727 | $3.6M |
| New Republic Capital, LLC | 2.04% | Add +9.6% | 105,762 | $3.6M |
| Cetera Investment Advisers | 0.01% | Reduce -16.9% | 103,700 | $3.5M |
| BTG Pactual Asset Management US LLC | 0.48% | New | 98,435 | $3.3M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -2.9% | 92,904 | $3.1M |
| Prospera Financial Services Inc | 0.08% | Add +0.7% | 88,303 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.8% | 77,986 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +1.3% | 83,385 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -1.8% | 81,895 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Add +1012.9% | 80,509 | $2.7M |
| ArchPoint Investors | 0.88% | No change | 78,300 | $2.6M |
| Crumly & Associates Inc. | 0.69% | Reduce -3.1% | 74,110 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.2% | 70,470 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +2.3% | 67,431 | $2.3M |
| Landmark Wealth Management, LLC | 0.96% | Reduce -3.8% | 65,726 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.73% | Reduce -2.5% | 65,592 | $2.2M |
| Wela Strategies, Inc. | 0.93% | Reduce -35.8% | 63,517 | $2.1M |
| Prosperity Consulting Group, LLC | 0.16% | New | 59,193 | $2.0M |
| Elevated Capital Advisors, LLC | 0.53% | Reduce -1.2% | 59,043 | $2.0M |
| Fernwood Investment Management, LLC | 0.64% | Reduce -4.4% | 58,570 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +5000.6% | 56,362 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.1% | 54,774 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.1% | 54,774 | $1.8M |
| ORG Partners LLC | 0.30% | Reduce -3.8% | 54,707 | $1.8M |
| Auour Investments LLC | 0.65% | Reduce -8.5% | 53,492 | $1.8M |
| PCG Wealth Advisors, LLC | 0.69% | Reduce -2.2% | 53,351 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.5% | 51,788 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.0% | 50,421 | $1.7M |
| Continuum Advisory, LLC | 0.21% | Add +52.0% | 46,348 | $1.7M |
| BlueChip Wealth Advisors LLC | 0.85% | Add +0.0% | 48,562 | $1.6M |
| WealthCare Investment Partners, LLC | 0.71% | Reduce -8.6% | 48,035 | $1.6M |
| Walker Asset Management, LLC | 0.97% | Reduce -1.1% | 46,322 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +1.6% | 45,418 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.60% | No change | 44,849 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +7.5% | 44,568 | $1.5M |
| MGB Wealth Management, LLC | 0.53% | Reduce 0.0% | 43,380 | $1.5M |
| Hobart Private Capital, LLC | 0.37% | Add +11.3% | 42,980 | $1.4M |
| Motco | 0.14% | Reduce -1.1% | 42,887 | $1.4M |
| Betterment LLC | 0.00% | Reduce -0.6% | 41,855 | $1.4M |
| Arq Wealth Advisors, LLC | 0.52% | Add +5.3% | 41,583 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 40,487 | $1.4M |
| Icon Wealth Advisors, LLC | 0.11% | Add +0.6% | 38,480 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Reduce -8.9% | 37,838 | $1.3M |
| St. Louis Trust Co | 0.17% | No change | 36,000 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 35,575 | $1.2M |
| Fulcrum Equity Management | 0.99% | New | 34,987 | $1.2M |
| Great Diamond Partners, LLC | 0.28% | Reduce -1.6% | 32,526 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.80% | Add +17.1% | 32,379 | $1.1M |
| Beck Bode, LLC | 0.20% | Reduce -23.6% | 31,248 | $1.0M |
| Colorado Capital Management, Inc. | 0.51% | Reduce -20.3% | 30,437 | $1.0M |
| Cambridge Advisors Inc. | 0.21% | Reduce -1.5% | 28,736 | $966K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.0% | 28,663 | $963K |
| Inscription Capital, LLC | 0.14% | Reduce -1.5% | 28,167 | $946K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.2% | 28,157 | $946K |
| Investors Research Corp | 0.21% | Reduce -63.1% | 28,032 | $942K |
| Cherry Creek Investment Advisors, Inc. | 0.48% | Add +0.9% | 27,906 | $938K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 27,848 | $936K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.7% | 27,745 | $934K |
| Wagner Wealth Management, LLC | 0.25% | Add +29.5% | 27,404 | $921K |
| Magnus Financial Group LLC | 0.09% | Add +0.0% | 26,481 | $890K |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 26,408 | $887K |
| Summit Trail Advisors, LLC | 0.02% | New | 26,319 | $884K |
| Kraematon Investment Advisors, Inc. | 0.86% | Add +0.5% | 26,011 | $874K |
| Aprio Wealth Management, LLC | 0.13% | No change | 24,996 | $840K |
| Intrua Financial, LLC | 0.14% | Reduce -16.0% | 24,970 | $839K |
| Quad-Cities Investment Group, LLC | 0.42% | Reduce -2.1% | 24,838 | $835K |
| FAS Wealth Partners, Inc. | 0.06% | Add +35.1% | 24,078 | $809K |
| Objective Capital Management, LLC | 0.47% | — | 24,025 | $807K |
| Windsor Advisory Group, LLC | 0.91% | New | 23,919 | $804K |
| TCFG Wealth Management, LLC | 0.40% | — | 23,742 | $798K |
| Apella Capital, LLC | 0.03% | Reduce -11.1% | 23,219 | $788K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 22,970 | $772K |
| Kovack Advisors, Inc. | 0.08% | Reduce -5.3% | 22,186 | $745K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.2% | 22,183 | $745K |
| Atria Investments, Inc | 0.01% | Reduce -1.2% | 21,078 | $708K |
| Stegent Equity Advisors, Inc. | 0.78% | Reduce -82.0% | 21,047 | $707K |
| Stephens Inc. | 0.01% | Add +0.0% | 21,011 | $706K |
| Arkadios Wealth Advisors | 0.04% | Reduce -34.6% | 20,720 | $696K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.6% | 20,482 | $688K |
| Visionary Wealth Advisors | 0.04% | No change | 19,996 | $672K |
| Equitable Holdings, Inc. | 0.01% | Add +0.1% | 19,921 | $669K |
| Pathstone Holdings, LLC | 0.00% | Add +58.4% | 19,804 | $665K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 19,684 | $661K |
| Northwest Wealth Management, LLC | 0.15% | Add +0.3% | 19,606 | $659K |
| G&S Capital LLC | 0.27% | Reduce -1.9% | 19,354 | $650K |
| Next Capital Management LLC | 0.27% | Reduce -32.5% | 19,345 | $650K |
| Mather Group, Llc. | 0.01% | Reduce -31.2% | 19,165 | $644K |
| Jane Street Group, LLC | 0.00% | Reduce -79.3% | 18,850 | $633K |
| Gryphon Financial Partners LLC | 0.09% | Add +1.9% | 18,723 | $629K |
| Peak Planning Group, LLC | 0.27% | Add +0.3% | 18,510 | $622K |
| Keystone Financial Group | 0.08% | New | 18,454 | $620K |
| Claro Advisors Inc. | 0.08% | Add +0.9% | 18,408 | $619K |
| Magnolia Capital Advisors LLC | 0.30% | Reduce -66.4% | 18,099 | $608K |
| PBMares Wealth Management LLC | 0.13% | Reduce -0.2% | 18,001 | $605K |
| SignalPoint Asset Management, LLC | 0.14% | No change | 18,048 | $604K |
| Americana Partners, LLC | 0.04% | Reduce -4.1% | 17,815 | $599K |
| MCF Advisors LLC | 0.04% | Add +0.3% | 17,179 | $577K |
| Cozad Asset Management Inc. | 0.05% | Add +6.8% | 16,967 | $570K |
| Raymond James Trust N.A. | 0.01% | Add +1.8% | 16,933 | $569K |
| Jones Financial Companies LLLP | 0.00% | Add +550.3% | 16,869 | $564K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.2% | 16,699 | $561K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 16,588 | $557K |
| Gateway Wealth Partners, LLC | 0.15% | Add +5.5% | 16,441 | $552K |
| Capital Analysts, LLC | 0.02% | Reduce -1.4% | 15,789 | $531K |
| Aspen Investment Management Inc | 0.24% | No change | 15,270 | $513K |
| Regal Investment Advisors LLC | 0.04% | Reduce -46.2% | 15,175 | $510K |
| Moors & Cabot, Inc. | 0.03% | Add +34.8% | 14,990 | $504K |
| Wealth Effects LLC | 0.17% | Reduce -4.4% | 14,753 | $496K |
| Sheets Smith Wealth Management | 0.06% | Reduce -0.6% | 14,216 | $478K |
| NorthCoast Asset Management LLC | 0.00% | Add +32.6% | 13,480 | $453K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.3% | 13,474 | $453K |
| Susquehanna International Group, LLP | 0.00% | Add +65.5% | 13,470 | $453K |
| Matrix Private Capital Group LLC | 0.26% | Reduce -1.6% | 13,361 | $449K |
| IFP Advisors, Inc | 0.02% | Add +71.4% | 13,299 | $447K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.0% | 13,179 | $443K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -10.0% | 13,176 | $443K |
| Choreo, LLC | 0.01% | Add +0.0% | 12,992 | $439K |
| Baldwin Wealth Partners LLC | 0.03% | New | 13,025 | $438K |
| Wedmont Private Capital | 0.02% | Add +0.9% | 12,077 | $410K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,880 | $405K |
| Lido Advisors, LLC | 0.00% | Reduce -1.8% | 12,030 | $404K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.0% | 11,646 | $391K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.8% | 11,538 | $388K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 11,528 | $387K |
| IFG Advisory, LLC | 0.02% | Add +0.1% | 11,495 | $386K |
| Ballew Advisors, Inc | 0.26% | Reduce -0.4% | 11,320 | $383K |
| RPg Family Wealth Advisory, LLC | 0.12% | Reduce -4.7% | 11,378 | $382K |
| MTM Investment Management, LLC | 0.15% | No change | 11,077 | $379K |
| Blair William & Co. | 0.00% | Add +83.8% | 10,856 | $365K |
| ProVise Management Group, LLC | 0.03% | No change | 10,719 | $360K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -15.2% | 10,656 | $358K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -0.9% | 10,628 | $357K |
| Citadel Advisors | 0.00% | Reduce -5.9% | 10,628 | $357K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -0.4% | 10,512 | $353K |
| Divergent Wealth Advisors | 0.06% | Add +0.3% | 10,507 | $353K |
| Cascade Investment Group, Inc. | 0.25% | Add +2.9% | 10,241 | $344K |
| Silver Oak Securities, Incorporated | 0.04% | Add +61.2% | 10,098 | $338K |
| &partners | 0.01% | New | 9,920 | $333K |
| Allworth Financial LP | 0.00% | No change | 9,866 | $331K |
| Prosperity Financial Group, Inc. | 0.18% | Add +4.8% | 9,655 | $324K |
| Bank of New York Mellon Corp | 0.00% | Add +6.7% | 9,620 | $323K |
| Lanark Financial, Inc. | 0.03% | Add +37.8% | 9,633 | $323K |
| Sebold Capital Management, Inc. | 0.20% | Add +0.0% | 9,238 | $310K |
| Arax Advisory Partners | 0.03% | Add +0.7% | 9,149 | $307K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -9.6% | 9,079 | $305K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 8,877 | $298K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 8,841 | $297K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +21.0% | 8,749 | $294K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +10.7% | 8,692 | $292K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,387 | $286K |
| Wedbush Securities Inc. | 0.01% | Add +16.0% | 8,415 | $283K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,204 | $276K |
| GeoWealth Management, LLC | 0.01% | Reduce -30.8% | 8,062 | $271K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 8,018 | $269K |
| Howard Financial Services, LTD. | 0.04% | Add +0.9% | 7,981 | $268K |
| Compound Planning, Inc. | 0.02% | New | 7,473 | $251K |
| Advisory Services Network, LLC | 0.01% | No change | 8,099 | $247K |
| Legacy Capital Group California, Inc. | 0.08% | New | 7,324 | $246K |
| Creative Planning | 0.00% | Reduce -34.3% | 7,294 | $245K |
| Unionview, LLC | 0.19% | Add +2.0% | 7,232 | $243K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 7,211 | $242K |
| Private Trust Co. NA | 0.02% | Reduce -9.6% | 7,112 | $239K |
| Beta Wealth Group, Inc. | 0.11% | Reduce -0.7% | 7,029 | $236K |
| Saxon Interests, Inc. | 0.11% | Add +0.2% | 7,024 | $236K |
| Canvas Wealth Advisors, LLC | 0.07% | New | 7,020 | $236K |
| Independent Financial Group, LLC | 0.01% | No change | 6,908 | $232K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.4% | 6,901 | $232K |
| Endowment Wealth Management, Inc. | 0.15% | Reduce -15.9% | 6,808 | $229K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 6,801 | $229K |
| MV Capital Management, Inc. | 0.02% | No change | 6,775 | $228K |
| Artemis Wealth Advisors, LLC | 0.03% | New | 6,545 | $220K |
| ORBA Wealth Advisors, L.L.C. | 0.11% | Reduce -90.1% | 6,525 | $219K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.8% | 6,391 | $215K |
| Private Advisory Group LLC | 0.03% | Reduce -93.8% | 6,195 | $208K |
| Apollon Wealth Management, LLC | 0.01% | New | 6,088 | $205K |
| First Citizens Bank & Trust Co. | 0.00% | New | 6,079 | $204K |
| Founders Financial Alliance, LLC | 0.05% | New | 5,417 | $182K |
| REAP Financial Group, LLC | 0.04% | Reduce -10.3% | 5,132 | $172K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 4,490 | $151K |
| Glassman Wealth Services | 0.03% | Reduce -26.8% | 4,428 | $149K |
| Franklin Resources Inc. | 0.00% | Add +422.7% | 4,234 | $146K |
| Integrity Financial Corp | 0.08% | No change | 4,003 | $135K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 3,881 | $130K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 3,667 | $123K |
| Register Financial Advisors LLC | 0.06% | Add +0.3% | 3,630 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.2% | 3,468 | $117K |
| Coppell Advisory Solutions LLC | 0.02% | Add +1.9% | 3,355 | $112K |
| Birch Capital Management, LLC | 0.05% | No change | 3,072 | $103K |
| Cwm, LLC | 0.00% | Add +10.1% | 2,795 | $94K |
| Blue Trust, Inc. | 0.00% | Add +25.2% | 2,830 | $86K |
| Tucker Asset Management LLC | 0.02% | Reduce -38.4% | 2,409 | $81K |
| Principal Securities, Inc. | 0.00% | Add +6.9% | 2,392 | $80K |
| Ascentis Wealth Management, LLC | 0.03% | — | 2,145 | $72K |
| Eastern Bank | 0.00% | New | 2,080 | $70K |
| Abound Wealth Management | 0.02% | New | 1,895 | $64K |
| VitalStone Financial, LLC | 0.04% | Add +0.6% | 1,768 | $59K |
| GAMMA Investing LLC | 0.01% | No change | 1,695 | $57K |
| City Holding Co. | 0.01% | No change | 1,416 | $48K |
| Solstein Capital, LLC | 0.02% | No change | 1,317 | $44K |
| Wintrust Investments LLC | 0.03% | Reduce -90.1% | 1,301 | $43K |
| WR Wealth Planners, LLC | 0.01% | No change | 1,211 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,179 | $41K |
| Bokf, NA | 0.00% | Reduce -43.0% | 1,127 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $34K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.6% | 1,000 | $34K |
| Clearstead Advisors, LLC | 0.00% | Reduce -79.3% | 1,000 | $34K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $31K |
| Darwin Wealth Management, LLC | 0.01% | New | 899 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.6% | 859 | $29K |
| Fourpath Capital Management, LLC | 0.01% | New | 815 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 702 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 683 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 603 | $20K |
| Montag A & Associates Inc. | 0.00% | New | 565 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.9% | 555 | $19K |
| Bangor Savings Bank | 0.00% | No change | 500 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -80.0% | 500 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 500 | $17K |
| Avior Wealth Management, LLC | 0.00% | No change | 497 | $17K |
| Key Financial Inc | 0.00% | No change | 425 | $14K |
| North Star Investment Management Corp. | 0.00% | Add +1.7% | 411 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -5.9% | 336 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.6% | 313 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -56.7% | 303 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.8% | 288 | $10K |
| Archer Investment Corp | 0.00% | No change | 285 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $9K |
| Clear Point Advisors Inc. | 0.01% | Add +0.8% | 253 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $8K |
| Fifth Third Bancorp | 0.00% | New | 240 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -90.2% | 208 | $7K |
| Bank of Montreal | 0.00% | No change | 195 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 182 | $6K |
| Caitlin John, LLC | 0.00% | No change | 159 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +7900.0% | 160 | $5K |
| Oarsman Capital, Inc. | 0.00% | New | 108 | $4K |
| Planned Solutions, Inc. | 0.00% | New | 79 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 75 | $3K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 74 | $2K |
| US Bancorp \de | 0.00% | Reduce -67.0% | 74 | $2K |
| FSA Wealth Management LLC | 0.00% | — | 32 | $1K |
| Covestor Ltd | 0.00% | Reduce -20.0% | 28 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 29 | $970 |
| Pinnacle Bancorp, Inc. | 0.00% | New | 44 | $926 |
| Belpointe Asset Management LLC | 0.00% | New | 22 | $737 |
| New Millennium Group LLC | 0.00% | Reduce -19.1% | 17 | $571 |
| Hexagon Capital Partners LLC | 0.00% | No change | 15 | $504 |
| FMR LLC | 0.00% | Add +200.0% | 3 | $101 |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.3% | 1 | $34 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $23 |
"% 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.