First Trust North American EEMLPETF
13F holders, Q4 2024 (December 31)341holders +29
34new positions
17sold out
2famous investors
$35.65avg. 13F price*
At the end of Q4 2024, 341 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 29 from Q3 2024. 34 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($584.9M), Capital Investment Advisors, LLC ($130.2M) and AlTi Global, Inc. ($117.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $48.0M |
| Exits | 17 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,361,290 shares bought and 863,049 shares sold, net +1,498,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Morgan Stanley | 0.04% | Add +0.1% | 16,406,551 | $584.9M |
| Capital Investment Advisors, LLC | 2.65% | Add +1.9% | 3,653,373 | $130.2M |
| AlTi Global, Inc. | 2.83% | Reduce -5.0% | 3,290,231 | $117.3M |
| Glenview Trust Co | 1.68% | Add +0.8% | 2,521,496 | $89.9M |
| Wells Fargo & Company | 0.02% | Reduce -1.6% | 2,201,805 | $78.5M |
| Cresset Asset Management, LLC | 0.37% | Add +5.1% | 2,152,195 | $76.7M |
| Wealthspire Advisors, LLC | 0.72% | Add +3.3% | 2,027,567 | $72.3M |
| LPL Financial LLC | 0.03% | Add +0.8% | 1,997,959 | $71.2M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 1,663,683 | $59.3M |
| UBS Group AG | 0.01% | Add +4.0% | 1,522,860 | $54.3M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 1,314,213 | $46.9M |
| Cerity Partners OCIO LLC | 3.03% | No change | 1,282,558 | $45.7M |
| Comprehensive Wealth Management, LLC | 31.02% | Reduce -6.4% | 1,163,939 | $41.5M |
| Welch & Forbes LLC | 0.49% | Reduce -1.8% | 1,076,331 | $38.4M |
| Glenmede Trust Co. NA | 0.19% | Reduce -3.3% | 1,037,428 | $37.0M |
| Altfest L J & Co. Inc. | 4.38% | Reduce -1.4% | 962,750 | $34.3M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -1.4% | 815,336 | $29.1M |
| Jaffetilchin Investment Partners, LLC | 2.03% | Add +1.5% | 786,434 | $28.0M |
| Mariner, LLC | 0.05% | Reduce -4.5% | 769,772 | $27.4M |
| Lee Financial Co | 3.85% | Add +1.6% | 768,289 | $27.4M |
| Arvest Bank Trust Division | 1.54% | Reduce -0.1% | 718,166 | $25.6M |
| Raymond James Financial Inc. | 0.01% | — | 585,866 | $20.9M |
| Disciplina Capital Management LLC | 3.37% | Add +1.4% | 561,007 | $20.0M |
| Modern Wealth Management, LLC | 0.70% | New | 525,144 | $18.7M |
| Ocean Park Asset Management, LLC | 0.60% | New | 494,000 | $17.6M |
| Barry Investment Advisors, LLC | 4.79% | Add +2.3% | 417,995 | $14.9M |
| Avantax Advisory Services, Inc. | 0.08% | Add +2.7% | 372,124 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 347,195 | $12.4M |
| UMB Bank, n.a. | 0.19% | Reduce -21.4% | 341,082 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 331,740 | $11.8M |
| Fairview Capital Investment Management, LLC | 0.56% | Reduce -3.0% | 304,958 | $10.9M |
| Alpha Omega Group, Inc. | 12.33% | Reduce -2.3% | 293,489 | $10.5M |
| New England Private Wealth Advisors LLC | 1.61% | Add +6.3% | 285,932 | $10.2M |
| Arkos Global Advisors | 1.43% | Add +0.2% | 274,148 | $9.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +2.4% | 265,072 | $9.4M |
| Arvest Investments, Inc. | 1.28% | Reduce -4.0% | 224,627 | $8.0M |
| Forefront Analytics, LLC | 3.58% | Reduce -1.8% | 216,001 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +1.0% | 215,080 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 213,729 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +29.6% | 213,512 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -9.0% | 209,964 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.3% | 209,295 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +17.9% | 199,821 | $7.1M |
| Flagstar Securities, Inc. | 1.76% | Add +12.6% | 198,135 | $7.1M |
| Comerica Bank | 0.03% | Reduce -1.0% | 177,681 | $6.3M |
| Park National Corp. | 0.23% | Reduce -0.0% | 175,321 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +8.3% | 174,718 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +36.4% | 165,563 | $5.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.83% | Add +1.2% | 155,460 | $5.5M |
| Vernal Point Advisors, LLC | 3.81% | Add +6.8% | 155,433 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.0% | 149,310 | $5.3M |
| Beacon Financial Group | 0.55% | Reduce -1.5% | 143,191 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.0% | 142,207 | $5.1M |
| FourThought Financial Partners, LLC | 0.52% | Reduce -2.9% | 139,535 | $5.0M |
| GenTrust, LLC | 0.21% | Add +6.4% | 138,209 | $4.9M |
| Corient Private Wealth LP | 0.01% | No change | 138,176 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.2% | 135,240 | $4.8M |
| Appleton Partners Inc. | 0.34% | Reduce -4.6% | 129,231 | $4.6M |
| Daymark Wealth Partners, LLC | 0.19% | Add +9.1% | 126,115 | $4.5M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -1.4% | 116,928 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +11.8% | 115,960 | $4.1M |
| Sandy Spring Bank | 0.16% | Reduce -1.2% | 111,534 | $4.0M |
| HBW Advisory Services LLC | 0.39% | Add +0.9% | 107,717 | $3.8M |
| BTG Pactual Asset Management US LLC | 0.45% | Add +0.1% | 98,586 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -0.1% | 92,839 | $3.3M |
| Prospera Financial Services Inc | 0.07% | Add +1.2% | 89,335 | $3.2M |
| Focus Financial Network, Inc. | 0.12% | Add +8.5% | 87,385 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -39.5% | 86,346 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +0.0% | 83,393 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.8% | 78,567 | $2.9M |
| New Republic Capital, LLC | 1.83% | Reduce -25.6% | 78,713 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.7% | 78,704 | $2.8M |
| ArchPoint Investors | 0.92% | No change | 78,300 | $2.8M |
| Independent Advisor Alliance | 0.04% | New | 75,714 | $2.7M |
| Crumly & Associates Inc. | 0.72% | Reduce 0.0% | 74,108 | $2.6M |
| Savant Capital, LLC | 0.02% | Reduce -9.7% | 73,991 | $2.6M |
| Prosperity Consulting Group, LLC | 0.20% | Add +23.8% | 73,276 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +6.5% | 71,787 | $2.6M |
| Wela Strategies, Inc. | 1.07% | Add +9.1% | 69,320 | $2.5M |
| Puff Wealth Management, LLC | 4.13% | — | 66,520 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.76% | Reduce -0.7% | 65,110 | $2.3M |
| CoreCap Advisors, LLC | 0.10% | Add +9343.6% | 64,500 | $2.3M |
| Keystone Financial Group, Inc. | 1.84% | — | 63,670 | $2.3M |
| Summit Trail Advisors, LLC | 0.08% | Add +134.5% | 61,712 | $2.2M |
| Landmark Wealth Management, LLC | 0.96% | Reduce -7.3% | 60,962 | $2.2M |
| Encompass More Asset Management | 0.67% | New | 56,898 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.8% | 56,878 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +3.8% | 56,878 | $2.0M |
| Fernwood Investment Management, LLC | 0.71% | Reduce -3.1% | 56,770 | $2.0M |
| Elevated Capital Advisors, LLC | 0.55% | Reduce -4.8% | 56,225 | $2.0M |
| Auour Investments LLC | 0.69% | Add +0.8% | 53,936 | $2.0M |
| ORG Partners LLC | 0.27% | No change | 54,707 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -5.8% | 53,104 | $1.9M |
| Continuum Advisory, LLC | 0.24% | Add +13.1% | 52,399 | $1.9M |
| PCG Wealth Advisors, LLC | 0.69% | Reduce -1.9% | 52,319 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +0.9% | 50,875 | $1.8M |
| BlueChip Wealth Advisors LLC | 1.00% | Add +4.3% | 50,663 | $1.8M |
| WealthCare Investment Partners, LLC | 0.75% | Reduce -0.5% | 47,805 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.4% | 46,926 | $1.7M |
| Hobart Private Capital, LLC | 0.41% | Add +8.2% | 46,492 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Add +0.3% | 45,573 | $1.6M |
| Millstone Evans Group, LLC | 1.11% | — | 45,554 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.7% | 45,322 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.57% | Reduce -1.1% | 44,349 | $1.6M |
| Arq Wealth Advisors, LLC | 0.59% | Add +5.5% | 43,870 | $1.6M |
| Walker Asset Management, LLC | 0.96% | Reduce -5.4% | 43,824 | $1.6M |
| Windsor Advisory Group, LLC | 1.82% | Add +83.1% | 43,789 | $1.6M |
| MGB Wealth Management, LLC | 0.48% | Add +0.0% | 43,381 | $1.5M |
| Hancock Whitney Corp. | 0.05% | Add +14.5% | 43,324 | $1.5M |
| Cambridge Advisors Inc. | 0.34% | Add +49.6% | 42,988 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.4% | 41,880 | $1.5M |
| Motco | 0.15% | Reduce -3.8% | 41,242 | $1.5M |
| Betterment LLC | 0.00% | Reduce -2.3% | 40,875 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | Add +4.2% | 40,113 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +120.2% | 37,151 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.8% | 36,216 | $1.3M |
| St. Louis Trust Co | 0.18% | No change | 36,000 | $1.3M |
| Fulcrum Equity Management | 1.24% | Add +0.8% | 35,281 | $1.3M |
| Partners Wealth Management, LLC | 1.35% | — | 33,169 | $1.2M |
| Wagner Wealth Management, LLC | 0.30% | Add +19.0% | 32,599 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.83% | Add +0.6% | 32,568 | $1.2M |
| Great Diamond Partners, LLC | 0.29% | Reduce -1.7% | 31,972 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.7% | 30,858 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | New | 29,218 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.4% | 28,258 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.3% | 27,938 | $996K |
| Cherry Creek Investment Advisors, Inc. | 0.49% | Reduce -0.4% | 27,805 | $991K |
| Investors Research Corp | 0.22% | Reduce -1.1% | 27,731 | $989K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 27,610 | $984K |
| FAS Wealth Partners, Inc. | 0.08% | Add +12.3% | 27,030 | $964K |
| Bessemer Group Inc. | 0.00% | Add +12777.9% | 26,786 | $955K |
| Magnus Financial Group LLC | 0.09% | Add +0.1% | 26,515 | $945K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 26,089 | $930K |
| Harbour Investments, Inc. | 0.03% | Add +16.5% | 25,839 | $921K |
| Tandem Financial, LLC | 0.98% | — | 25,538 | $910K |
| Kraematon Investment Advisors, Inc. | 0.89% | Reduce -2.4% | 25,377 | $905K |
| Aprio Wealth Management, LLC | 0.13% | Add +0.4% | 25,094 | $895K |
| Quad-Cities Investment Group, LLC | 0.43% | Reduce -0.0% | 24,833 | $885K |
| TCFG Wealth Management, LLC | 0.44% | Add +2.3% | 24,286 | $866K |
| Wedmont Private Capital | 0.05% | Add +99.7% | 24,116 | $864K |
| &partners | 0.01% | Add +141.1% | 23,919 | $863K |
| Colorado Capital Management, Inc. | 0.41% | Reduce -21.5% | 23,885 | $852K |
| Apella Capital, LLC | 0.03% | Add +0.3% | 23,298 | $831K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.3% | 23,042 | $821K |
| Objective Capital Management, LLC | 0.54% | Reduce -6.2% | 22,529 | $803K |
| Beck Bode, LLC | 0.15% | Reduce -28.5% | 22,355 | $797K |
| Kovack Advisors, Inc. | 0.08% | Add +0.1% | 22,201 | $791K |
| World Equity Group, Inc. | 0.17% | New | 21,849 | $779K |
| Stegent Equity Advisors, Inc. | 0.76% | Add +0.5% | 21,142 | $754K |
| G&S Capital LLC | 0.31% | Add +8.3% | 20,967 | $747K |
| Arkadios Wealth Advisors | 0.04% | Add +1.0% | 20,919 | $746K |
| Cozad Asset Management Inc. | 0.07% | Add +20.9% | 20,504 | $731K |
| Sovran Advisors, LLC | 0.10% | — | 19,626 | $717K |
| Equitable Holdings, Inc. | 0.01% | No change | 19,921 | $710K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.5% | 19,888 | $709K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 19,725 | $703K |
| Northwest Wealth Management, LLC | 0.15% | Add +0.2% | 19,648 | $700K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -4.7% | 19,518 | $696K |
| Next Capital Management LLC | 0.28% | No change | 19,345 | $690K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.5% | 18,904 | $674K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.8% | 18,864 | $672K |
| Peak Planning Group, LLC | 0.28% | Add +0.2% | 18,552 | $661K |
| Claro Advisors Inc. | 0.09% | Add +0.7% | 18,541 | $661K |
| Magnolia Capital Advisors LLC | 0.17% | Add +2.0% | 18,469 | $658K |
| Keystone Financial Group | 0.06% | Reduce -0.3% | 18,392 | $656K |
| Moors & Cabot, Inc. | 0.03% | Add +21.1% | 18,156 | $647K |
| SignalPoint Asset Management, LLC | 0.16% | Reduce -0.0% | 18,046 | $643K |
| Americana Partners, LLC | 0.03% | Add +0.5% | 17,897 | $638K |
| Stephens Inc. | 0.01% | Reduce -15.1% | 17,845 | $636K |
| Gateway Wealth Partners, LLC | 0.16% | Add +7.1% | 17,611 | $628K |
| Winebrenner Capital Management LLC | 0.48% | — | 17,555 | $626K |
| PBMares Wealth Management LLC | 0.13% | Reduce -2.6% | 17,536 | $625K |
| MCF Advisors LLC | 0.04% | Add +0.3% | 17,229 | $614K |
| Atria Investments, Inc | 0.01% | Reduce -18.4% | 17,191 | $613K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.22% | — | 16,971 | $605K |
| Integrated Advisors Network LLC | 0.03% | No change | 16,699 | $595K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 16,588 | $591K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,416 | $550K |
| Aspen Investment Management Inc | 0.25% | No change | 15,270 | $544K |
| Intrua Financial, LLC | 0.09% | Reduce -39.0% | 15,230 | $543K |
| Regal Investment Advisors LLC | 0.04% | No change | 15,175 | $541K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | — | 15,115 | $538K |
| Wealth Effects LLC | 0.19% | Reduce -0.3% | 14,706 | $524K |
| Capital Analysts, LLC | 0.02% | Reduce -7.1% | 14,675 | $523K |
| Mather Group, Llc. | 0.01% | Reduce -23.7% | 14,622 | $521K |
| D. E. Shaw & Co. | 0.00% | New | 14,363 | $512K |
| Sheets Smith Wealth Management | 0.06% | Reduce -0.3% | 14,174 | $505K |
| IFP Advisors, Inc | 0.02% | Add +5.1% | 13,972 | $498K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.6% | 13,829 | $493K |
| Oppenheimer & Co. Inc. | 0.01% | Add +27.9% | 13,624 | $486K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.3% | 13,510 | $482K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.6% | 13,098 | $467K |
| Matrix Private Capital Group LLC | 0.27% | Reduce -2.3% | 13,056 | $465K |
| Focus Partners Wealth | 0.00% | New | 12,943 | $461K |
| Ancora Advisors LLC | 0.01% | Add +10.4% | 12,729 | $454K |
| Marshall Wace, LLP | 0.00% | New | 12,720 | $453K |
| Castle Rock Wealth Management, LLC | 0.10% | Reduce -2.5% | 11,580 | $432K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 12,036 | $429K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.0% | 11,650 | $415K |
| RPg Family Wealth Advisory, LLC | 0.15% | Add +1.8% | 11,586 | $413K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.4% | 11,583 | $413K |
| Ballew Advisors, Inc | 0.26% | No change | 11,320 | $407K |
| Arax Advisory Partners | 0.03% | Add +24.2% | 11,363 | $405K |
| 10Elms LLP | 0.51% | — | 11,343 | $404K |
| Silver Oak Securities, Incorporated | 0.04% | Add +11.3% | 11,240 | $400K |
| MTM Investment Management, LLC | 0.15% | No change | 11,077 | $395K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -16.2% | 11,037 | $393K |
| Compound Planning, Inc. | 0.02% | Add +47.5% | 11,020 | $393K |
| Choreo, LLC | 0.01% | Reduce -15.8% | 10,940 | $391K |
| Bison Wealth, LLC | 0.05% | — | 10,719 | $382K |
| ProVise Management Group, LLC | 0.03% | No change | 10,719 | $382K |
| Sage Mountain Advisors LLC | 0.03% | New | 10,652 | $380K |
| Cascade Investment Group, Inc. | 0.27% | Add +2.6% | 10,509 | $375K |
| Allworth Financial LP | 0.00% | Add +0.3% | 9,891 | $372K |
| Prosperity Financial Group, Inc. | 0.18% | Add +5.6% | 10,199 | $364K |
| IFG Advisory, LLC | 0.02% | Reduce -13.2% | 9,981 | $356K |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 9,964 | $355K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -5.4% | 9,945 | $355K |
| Blair William & Co. | 0.00% | Reduce -9.0% | 9,883 | $352K |
| First Citizens Bank & Trust Co. | 0.01% | Add +59.9% | 9,721 | $347K |
| Level Four Advisory Services, LLC | 0.01% | Add +13.3% | 9,502 | $339K |
| Independent Financial Group, LLC | 0.01% | Add +35.5% | 9,363 | $334K |
| Sebold Capital Management, Inc. | 0.22% | Add +0.0% | 9,242 | $329K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.3% | 8,803 | $314K |
| Wedbush Securities Inc. | 0.01% | Add +0.5% | 8,455 | $301K |
| First Heartland Consultants, Inc. | 0.03% | Add +22.0% | 8,422 | $300K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 8,303 | $296K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,204 | $292K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.3% | 8,199 | $292K |
| Howard Financial Services, LTD. | 0.04% | Add +0.7% | 8,040 | $287K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -13.5% | 7,853 | $283K |
| Merit Financial Group, LLC | 0.01% | New | 7,880 | $281K |
| Aptus Capital Advisors, LLC | 0.00% | New | 7,776 | $277K |
| Marshall Investment Management, LLC | 0.16% | — | 7,990 | $268K |
| Advisory Services Network, LLC | 0.00% | Reduce -8.1% | 7,447 | $265K |
| Creative Planning | 0.00% | Add +1.1% | 7,374 | $263K |
| Unionview, LLC | 0.19% | Add +0.7% | 7,279 | $259K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -18.3% | 7,144 | $255K |
| Private Trust Co. NA | 0.03% | No change | 7,112 | $254K |
| Saxon Interests, Inc. | 0.11% | No change | 7,024 | $250K |
| Canvas Wealth Advisors, LLC | 0.06% | No change | 7,020 | $250K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -4.3% | 6,900 | $246K |
| Beta Wealth Group, Inc. | 0.11% | Reduce -2.5% | 6,855 | $244K |
| MV Capital Management, Inc. | 0.03% | No change | 6,775 | $242K |
| First Trust Advisors LP | 0.00% | New | 6,662 | $237K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.8% | 6,594 | $235K |
| ORBA Wealth Advisors, L.L.C. | 0.12% | Add +0.2% | 6,540 | $233K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.8% | 6,341 | $227K |
| Citadel Advisors | 0.00% | Reduce -40.1% | 6,363 | $227K |
| Endowment Wealth Management, Inc. | 0.15% | Reduce -8.3% | 6,243 | $223K |
| NewEdge Wealth, LLC | 0.00% | New | 6,212 | $221K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.3% | 6,104 | $218K |
| Northern Trust Corp. | 0.00% | New | 6,103 | $218K |
| Tyler-Stone Wealth Management | 0.04% | New | 6,087 | $217K |
| Indie Asset Partners, LLC | 0.17% | New | 6,078 | $217K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -17.1% | 6,068 | $216K |
| Private Advisory Group LLC | 0.02% | Reduce -2.4% | 6,046 | $216K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.1% | 6,019 | $215K |
| IHT Wealth Management, LLC | 0.01% | New | 6,010 | $214K |
| Ardent Capital Management, Inc. | 0.10% | New | 5,870 | $209K |
| Debussy Capital Management LP | 0.03% | New | 5,704 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.9% | 5,606 | $200K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.5% | 5,442 | $194K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1095.2% | 4,016 | $151K |
| Franklin Resources Inc. | 0.00% | No change | 4,234 | $151K |
| MAI Capital Management | 0.00% | New | 4,224 | $151K |
| Larson Financial Group LLC | 0.01% | Add +2.3% | 3,970 | $142K |
| REAP Financial Group, LLC | 0.03% | Reduce -24.1% | 3,894 | $139K |
| Coppell Advisory Solutions LLC | 0.02% | Add +11.8% | 3,750 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 3,675 | $131K |
| Register Financial Advisors LLC | 0.07% | Add +0.3% | 3,639 | $130K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 3,426 | $122K |
| Integrity Financial Corp | 0.07% | Reduce -15.2% | 3,393 | $121K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 3,131 | $112K |
| Cwm, LLC | 0.00% | Add +11.8% | 3,126 | $111K |
| AE Wealth Management LLC | 0.00% | New | 2,863 | $102K |
| Glassman Wealth Services | 0.02% | Reduce -35.5% | 2,856 | $102K |
| GeoWealth Management, LLC | 0.00% | Reduce -68.2% | 2,561 | $91K |
| Blue Trust, Inc. | 0.00% | Reduce -20.1% | 2,260 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +87.4% | 2,209 | $79K |
| Eastern Bank | 0.00% | No change | 2,080 | $74K |
| Principal Securities, Inc. | 0.00% | Reduce -19.1% | 1,935 | $69K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -11.4% | 1,900 | $68K |
| Topsail Wealth Management, LLC | 0.01% | — | 1,800 | $64K |
| GAMMA Investing LLC | 0.01% | No change | 1,695 | $60K |
| Tucker Asset Management LLC | 0.01% | Reduce -30.1% | 1,685 | $60K |
| Solstein Capital, LLC | 0.03% | No change | 1,317 | $47K |
| Decker Retirement Planning Inc. | 0.03% | — | 1,308 | $47K |
| City Holding Co. | 0.01% | Reduce -8.2% | 1,300 | $46K |
| WR Wealth Planners, LLC | 0.01% | No change | 1,211 | $43K |
| Bokf, NA | 0.00% | No change | 1,127 | $40K |
| Transce3nd, LLC | 0.01% | — | 1,077 | $38K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,035 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $36K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $36K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,000 | $36K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 955 | $34K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $33K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 902 | $32K |
| Global Retirement Partners, LLC | 0.00% | No change | 859 | $31K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 825 | $29K |
| Duncker Streett & Co. Inc. | 0.00% | New | 735 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 702 | $25K |
| Measured Risk Portfolios, Inc. | 0.03% | — | 693 | $25K |
| BlackRock, Inc. | 0.00% | New | 668 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +1889.7% | 577 | $21K |
| Assetmark, Inc. | 0.00% | New | 566 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.7% | 559 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $18K |
| Avior Wealth Management, LLC | 0.00% | No change | 497 | $18K |
| Key Financial Inc | 0.00% | No change | 425 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Add +45.1% | 418 | $15K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 414 | $15K |
| US Bancorp \de | 0.00% | Add +387.8% | 361 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +12.2% | 340 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -45.6% | 328 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.6% | 315 | $11K |
| Truvestments Capital LLC | 0.00% | New | 300 | $11K |
| Citigroup Inc. | 0.00% | New | 295 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -66.8% | 166 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 162 | $6K |
| Caitlin John, LLC | 0.00% | No change | 159 | $6K |
| New Wave Wealth Advisors LLC | 0.00% | New | 114 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 106 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 77 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 75 | $3K |
| Brookfield Corp | 0.00% | New | 69 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 61 | $2K |
| Oarsman Capital, Inc. | 0.00% | Reduce -50.9% | 53 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 44 | $2K |
| FSA Wealth Management LLC | 0.00% | Add +3.1% | 33 | $1K |
| Covestor Ltd | 0.00% | Add +21.4% | 34 | $1K |
| New Millennium Group LLC | 0.00% | No change | 17 | $606 |
| Hexagon Capital Partners LLC | 0.00% | No change | 15 | $535 |
| Lanark Financial, Inc. | 0.03% | — | 9 | $347 |
| BNP Paribas Financial Markets | 0.00% | Add +200.0% | 3 | $107 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $36 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $24 |
"% 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.