First Trust North American EEMLPETF
13F holders, Q3 2025 (September 30)360holders −10
18new positions
24sold out
3famous investors
$38.29avg. 13F price*
At the end of Q3 2025, 360 institutions reported holding First Trust North American E (EMLP) in their 13F filings, down 10 from Q2 2025. 18 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($686.1M), Capital Investment Advisors, LLC ($151.8M) and AlTi Global, Inc. ($109.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 24 | $25.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,073,302 shares bought and 2,019,994 shares sold, net +1,053,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| Morgan Stanley | 0.04% | Add +3.4% | 17,918,590 | $686.1M |
| Capital Investment Advisors, LLC | 2.50% | Add +3.2% | 3,964,832 | $151.8M |
| AlTi Global, Inc. | 2.57% | Reduce -2.4% | 2,862,383 | $109.6M |
| Glenview Trust Co | 1.53% | Reduce -2.9% | 2,516,853 | $96.4M |
| LPL Financial LLC | 0.03% | Add +6.7% | 2,506,893 | $96.0M |
| Cresset Asset Management, LLC | 0.41% | Add +7.7% | 2,431,665 | $93.1M |
| Wells Fargo & Company | 0.02% | Add +1.5% | 2,284,674 | $87.5M |
| Wealthspire Advisors, LLC | 0.42% | Add +0.7% | 2,113,202 | $80.9M |
| Bank of America Corp. | 0.01% | Add +7.6% | 2,051,338 | $78.5M |
| Cerity Partners OCIO LLC | 3.62% | Reduce -2.1% | 1,855,005 | $71.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 1,454,503 | $55.7M |
| UBS Group AG | 0.01% | Reduce -0.2% | 1,380,762 | $52.9M |
| Welch & Forbes LLC | 0.49% | Reduce -0.9% | 1,054,183 | $40.4M |
| Glenmede Investment Management, LP | 0.19% | Add +1.3% | 1,006,295 | $38.5M |
| Disciplina Capital Management LLC | 4.26% | Add +3.0% | 913,234 | $35.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.5% | 890,855 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 761,898 | $29.2M |
| Mariner, LLC | 0.04% | Add +0.8% | 761,571 | $29.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.1% | 759,630 | $29.1M |
| Lee Financial Co | 3.52% | Reduce -0.8% | 729,889 | $27.9M |
| Jaffetilchin Investment Partners, LLC | 1.49% | Add +2.3% | 648,081 | $24.8M |
| Altfest L J & Co. Inc. | 2.49% | Reduce -37.2% | 581,898 | $22.3M |
| Cetera Investment Advisers | 0.03% | Add +296.6% | 563,825 | $21.6M |
| Arvest Bank Trust Division | 1.13% | Add +1.6% | 529,691 | $20.3M |
| Modern Wealth Management, LLC | 0.39% | Add +0.5% | 519,303 | $19.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.7% | 447,626 | $17.1M |
| Barry Investment Advisors, LLC | 3.94% | Add +5.3% | 447,457 | $17.1M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +47.7% | 373,123 | $14.3M |
| New England Private Wealth Advisors LLC | 1.53% | Add +0.6% | 303,638 | $11.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 291,970 | $11.2M |
| Arkos Global Advisors | 1.38% | Reduce -0.6% | 282,284 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 275,072 | $10.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 263,912 | $10.1M |
| Forefront Wealth Partners, LLC | 2.50% | New | 259,434 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | Add +37.6% | 258,127 | $9.8M |
| UMB Bank, n.a. | 0.14% | Reduce -6.7% | 253,970 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.7% | 231,816 | $8.9M |
| Prasad Wealth Partners, LLC | 2.44% | Reduce -1.4% | 229,061 | $8.8M |
| Vernal Point Advisors, LLC | 3.71% | Add +0.7% | 224,602 | $8.6M |
| Fairview Capital Investment Management, LLC | 0.42% | Reduce -4.4% | 218,691 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -2.2% | 206,413 | $7.9M |
| Flputnam Investment Management Co. | 0.12% | Reduce -24.5% | 205,988 | $7.9M |
| Park National Corp. | 0.25% | Add +9.3% | 204,923 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Add +7.5% | 204,912 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -3.8% | 200,519 | $7.7M |
| Strategic Wealth Partners, Ltd. | 0.53% | Add +2.6% | 184,606 | $7.1M |
| Hobart Private Capital, LLC | 1.45% | Reduce -23.4% | 181,015 | $6.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.79% | Add +5.5% | 175,595 | $6.7M |
| IHT Wealth Management, LLC | 0.17% | Reduce -7.8% | 174,806 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.9% | 172,285 | $6.6M |
| Arvest Investments, Inc. | 0.93% | Reduce -1.4% | 168,447 | $6.4M |
| Comerica Bank | 0.02% | Reduce -1.6% | 167,658 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +7.0% | 165,033 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +3.0% | 154,453 | $5.9M |
| Captrust Financial Advisors | 0.01% | Reduce 0.0% | 143,972 | $5.5M |
| GenTrust, LLC | 0.25% | Add +3.5% | 142,924 | $5.5M |
| Appleton Partners Inc. | 0.33% | Add +1.4% | 127,450 | $4.9M |
| Beacon Financial Group | 0.45% | Reduce -6.2% | 119,776 | $4.6M |
| HBW Advisory Services LLC | 0.51% | Add +10.1% | 118,476 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +2.9% | 115,567 | $4.4M |
| Daymark Wealth Partners, LLC | 0.15% | Add +2.5% | 114,846 | $4.4M |
| New Republic Capital, LLC | 1.34% | Add +3.9% | 114,483 | $4.4M |
| Flagstar Securities, Inc. | 1.30% | Reduce -27.0% | 111,341 | $4.3M |
| Focus Financial Network, Inc. | 0.15% | Add +10.6% | 111,144 | $4.3M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -0.0% | 112,046 | $4.2M |
| Corient Private Wealth LP | 0.01% | No change | 105,281 | $4.0M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -3.0% | 104,624 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +3.5% | 96,684 | $3.7M |
| Snowden Capital Advisors LLC | 0.10% | Add +4.8% | 90,690 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +655.7% | 88,525 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.1% | 88,229 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.5% | 87,696 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 86,256 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.9% | 85,314 | $3.3M |
| Benjamin Edwards Inc. | 0.04% | Reduce -34.5% | 85,166 | $3.3M |
| CoreCap Advisors, LLC | 0.12% | Add +52.6% | 83,363 | $3.2M |
| Keystone Financial Group, Inc. | 1.73% | Add +3.2% | 79,946 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 78,071 | $3.0M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -0.2% | 76,334 | $2.9M |
| &partners | 0.02% | Add +153.8% | 75,465 | $2.9M |
| Arq Wealth Advisors, LLC | 0.85% | Add +59.1% | 74,664 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.3% | 72,966 | $2.8M |
| Crumly & Associates Inc. | 0.61% | Reduce -0.1% | 72,836 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -1.4% | 71,782 | $2.7M |
| ArchPoint Investors | 0.75% | Reduce -9.2% | 71,081 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.3% | 70,739 | $2.7M |
| Continuum Advisory, LLC | 0.28% | Add +2.6% | 69,667 | $2.7M |
| Wela Strategies, Inc. | 0.99% | Add +2.9% | 68,078 | $2.6M |
| Summit Trail Advisors, LLC | 0.03% | No change | 65,201 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.89% | Reduce -0.8% | 64,600 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +40.0% | 63,748 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +227.7% | 63,654 | $2.4M |
| Landmark Wealth Management, LLC | 0.94% | Add +4.7% | 61,704 | $2.4M |
| Puff Wealth Management, LLC | 3.48% | Reduce -5.3% | 59,873 | $2.3M |
| Arkadios Wealth Advisors | 0.06% | Add +36.5% | 59,636 | $2.3M |
| PCG Wealth Advisors, LLC | 0.66% | Add +0.7% | 58,851 | $2.3M |
| ORG Partners LLC | 0.39% | No change | 55,328 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.4% | 55,315 | $2.1M |
| Encompass More Asset Management | 0.40% | Reduce -14.8% | 54,077 | $2.1M |
| World Equity Group, Inc. | 0.47% | Add +105.5% | 53,971 | $2.1M |
| BlueChip Wealth Advisors LLC | 0.86% | Reduce -1.3% | 52,566 | $2.0M |
| Auour Investments LLC | 0.64% | Add +1.6% | 51,666 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.23% | Reduce -0.4% | 52,035 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -5.1% | 50,593 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 48,814 | $1.9M |
| Proactive Wealth Strategies LLC | 0.78% | Add +0.5% | 47,570 | $1.8M |
| Cambridge Advisors Inc. | 0.35% | Reduce -0.0% | 47,081 | $1.8M |
| Elevated Capital Advisors, LLC | 0.45% | Reduce -5.8% | 46,904 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +5.4% | 46,743 | $1.8M |
| Millstone Evans Group, LLC | 1.13% | Add +2.7% | 46,624 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +103.3% | 45,839 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +42.7% | 46,054 | $1.8M |
| MGB Wealth Management, LLC | 0.47% | Add +0.0% | 43,387 | $1.7M |
| Walker Asset Management, LLC | 0.92% | Add +0.0% | 42,630 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.51% | Reduce -2.3% | 42,420 | $1.6M |
| Motco | 0.14% | Reduce -0.8% | 41,064 | $1.6M |
| Icon Wealth Advisors, LLC | 0.11% | Add +0.3% | 40,666 | $1.6M |
| Betterment LLC | 0.00% | Add +1.5% | 39,679 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -1.9% | 39,530 | $1.5M |
| Citadel Advisors | 0.00% | Add +30.4% | 39,179 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +66.7% | 39,091 | $1.5M |
| WealthCare Investment Partners, LLC | 0.48% | Reduce -9.4% | 38,503 | $1.5M |
| Wagner Wealth Management, LLC | 0.34% | Add +3.9% | 38,079 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +13.7% | 38,058 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 37,528 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.5% | 36,837 | $1.4M |
| Windsor Advisory Group, LLC | 1.18% | No change | 34,869 | $1.3M |
| Partners Wealth Management, LLC | 1.22% | Reduce -3.2% | 32,190 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +28.2% | 31,492 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +245.3% | 31,489 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -6.2% | 31,357 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -4.0% | 29,379 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 28,566 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Add +3.6% | 27,831 | $1.1M |
| Inscription Capital, LLC | 0.11% | Reduce -2.8% | 27,777 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.77% | Reduce -5.6% | 27,733 | $1.1M |
| Great Diamond Partners, LLC | 0.20% | Reduce -7.1% | 27,326 | $1.0M |
| Cherry Creek Investment Advisors, Inc. | 0.45% | Add +0.4% | 27,217 | $1.0M |
| Tandem Financial, LLC | 0.38% | Reduce -0.2% | 26,983 | $1.0M |
| FourThought Financial Partners, LLC | 0.09% | Reduce -21.8% | 26,336 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.3% | 25,727 | $985K |
| Coppell Advisory Solutions LLC | 0.10% | Add +21.0% | 25,450 | $973K |
| Aprio Wealth Management, LLC | 0.10% | No change | 25,306 | $969K |
| Wedmont Private Capital | 0.03% | Add +0.4% | 24,413 | $937K |
| Quad-Cities Investment Group, LLC | 0.39% | Reduce -2.6% | 24,152 | $925K |
| Magnus Financial Group LLC | 0.07% | Reduce -0.1% | 23,666 | $906K |
| G&S Capital LLC | 0.33% | Add +4.6% | 23,547 | $902K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.1% | 23,513 | $900K |
| Apella Capital, LLC | 0.02% | Reduce -0.5% | 23,363 | $888K |
| TCFG Wealth Management, LLC | 0.35% | Reduce -0.3% | 23,047 | $882K |
| Objective Capital Management, LLC | 0.91% | Reduce -1.2% | 23,016 | $881K |
| Silver Oak Securities, Incorporated | 0.07% | Add +8.1% | 23,012 | $881K |
| Kovack Advisors, Inc. | 0.08% | Reduce -0.8% | 22,080 | $845K |
| Tred Avon Family Wealth, LLC | 0.29% | — | 21,752 | $833K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -5.8% | 21,005 | $804K |
| Cozad Asset Management Inc. | 0.06% | Add +0.0% | 20,849 | $798K |
| HRT Financial LP | 0.00% | Add +120.8% | 20,797 | $796K |
| Stegent Equity Advisors, Inc. | 0.64% | Reduce -1.7% | 20,551 | $787K |
| 360 Financial, Inc. | 0.25% | Reduce -94.2% | 19,931 | $763K |
| Capital Analysts, LLC | 0.02% | Add +5.1% | 19,736 | $756K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.4% | 19,695 | $754K |
| Investors Research Corp | 0.14% | Reduce -2.9% | 19,592 | $750K |
| Northwest Wealth Management, LLC | 0.12% | Add +0.2% | 19,572 | $749K |
| Colorado Capital Management, Inc. | 0.29% | Reduce -3.7% | 19,345 | $741K |
| Next Capital Management LLC | 0.25% | No change | 19,345 | $741K |
| Forefront Analytics, LLC | 0.70% | Reduce -0.1% | 18,954 | $726K |
| Claro Advisors Inc. | 0.11% | Add +0.8% | 18,814 | $720K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.0% | 18,766 | $719K |
| Stephens Inc. | 0.01% | Add +0.0% | 17,852 | $684K |
| Kraematon Investment Advisors, Inc. | 0.57% | Add +0.4% | 17,472 | $669K |
| Wood Tarver Financial Group, LLC | 0.20% | Add +18.3% | 17,468 | $668K |
| MCF Advisors LLC | 0.04% | Add +0.3% | 17,394 | $666K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 17,271 | $661K |
| First Heartland Consultants, Inc. | 0.05% | Add +28.4% | 17,053 | $653K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 17,033 | $652K |
| Certuity, LLC | 0.04% | Add +30.1% | 17,031 | $652K |
| Global Retirement Partners, LLC | 0.01% | Add +0.6% | 16,953 | $649K |
| PBMares Wealth Management LLC | 0.10% | Add +2.9% | 16,894 | $647K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 16,588 | $635K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 16,343 | $627K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 16,333 | $625K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.9% | 16,046 | $614K |
| Winebrenner Capital Management LLC | 0.44% | Reduce -8.0% | 15,850 | $607K |
| Brian Low Financial Group, LLC | 0.47% | Reduce -2.5% | 15,716 | $602K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.0% | 15,491 | $593K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -13.5% | 15,312 | $586K |
| Americana Partners, LLC | 0.02% | Reduce -12.2% | 15,276 | $585K |
| Peak Planning Group, LLC | 0.30% | Add +0.3% | 15,231 | $583K |
| Regal Investment Advisors LLC | 0.04% | No change | 15,175 | $581K |
| Aspen Investment Management Inc | 0.22% | No change | 14,870 | $569K |
| Gryphon Financial Partners LLC | 0.06% | Reduce -24.4% | 14,485 | $555K |
| Wealth Effects LLC | 0.18% | Add +0.0% | 14,383 | $551K |
| Sheets Smith Wealth Management | 0.06% | Add +0.1% | 14,226 | $545K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -3.4% | 14,204 | $543K |
| PKS Advisory Services, LLC | 0.13% | Reduce -0.3% | 14,138 | $541K |
| Sovran Advisors, LLC | 0.05% | Reduce -9.6% | 14,041 | $530K |
| IFP Advisors, Inc | 0.01% | Add +0.3% | 13,726 | $526K |
| First Trust Advisors LP | 0.00% | Add +2.8% | 13,672 | $523K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.18% | Reduce -4.1% | 13,671 | $523K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 13,415 | $514K |
| Level Four Advisory Services, LLC | 0.02% | Add +11.9% | 13,306 | $510K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.0% | 13,125 | $503K |
| Matrix Private Capital Group LLC | 0.27% | No change | 13,056 | $500K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 13,029 | $499K |
| Moors & Cabot, Inc. | 0.02% | Add +1.7% | 12,832 | $491K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,500 | $479K |
| Cwm, LLC | 0.00% | Add +291.4% | 12,486 | $478K |
| Lido Advisors, LLC | 0.00% | Reduce -1.4% | 12,054 | $462K |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 11,919 | $456K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.4% | 11,731 | $449K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,580 | $442K |
| Cascade Investment Group, Inc. | 0.29% | Add +7.8% | 11,463 | $439K |
| 10Elms LLP | 0.45% | No change | 11,343 | $434K |
| Nova Wealth Management, Inc. | 0.29% | Add +50.6% | 10,791 | $413K |
| Ballew Advisors, Inc | 0.23% | No change | 10,755 | $410K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.7% | 10,644 | $408K |
| Compound Planning, Inc. | 0.01% | Add +4.6% | 10,558 | $404K |
| MTM Investment Management, LLC | 0.13% | Reduce -5.4% | 10,477 | $401K |
| RPg Family Wealth Advisory, LLC | 0.09% | Reduce -2.3% | 10,353 | $396K |
| IFG Advisory, LLC | 0.02% | Add +0.4% | 10,295 | $394K |
| Sunbelt Securities, Inc. | 0.03% | Add +2257.0% | 9,923 | $380K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -0.5% | 9,917 | $380K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -1.7% | 9,899 | $379K |
| Allworth Financial LP | 0.00% | No change | 9,891 | $379K |
| Atria Investments, Inc | 0.00% | Add +5.0% | 9,874 | $378K |
| Summit Financial, LLC | 0.01% | Reduce -1.0% | 9,817 | $376K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.1% | 9,799 | $375K |
| NFSG Corp | 0.06% | Add +5.2% | 9,612 | $368K |
| Prosperity Financial Group, Inc. | 0.14% | Reduce -3.7% | 9,607 | $368K |
| Creative Planning | 0.00% | Reduce -9.6% | 9,506 | $364K |
| Choreo, LLC | 0.00% | Add +0.0% | 9,503 | $364K |
| Lee Johnson Capital Management, LLC | 0.12% | Reduce -0.0% | 9,354 | $358K |
| Intrua Financial, LLC | 0.04% | Reduce -12.2% | 9,140 | $350K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.5% | 9,078 | $348K |
| Renaissance Technologies | 0.00% | Reduce -63.3% | 9,000 | $345K |
| Bank of New York Mellon Corp | 0.00% | Add +27.3% | 8,999 | $345K |
| National Wealth Management Group, LLC | 0.13% | Add +3.7% | 8,809 | $337K |
| GM Advisory Group, LLC | 0.01% | Add +35.8% | 8,799 | $337K |
| Marshall Investment Management, LLC | 0.18% | New | 8,735 | $334K |
| Western Wealth Management, LLC | 0.02% | Add +2.0% | 8,643 | $331K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.6% | 8,556 | $328K |
| Wedbush Securities Inc. | 0.01% | Add +0.5% | 8,550 | $327K |
| DAVENPORT & Co LLC | 0.00% | Add +14.3% | 8,457 | $324K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 8,367 | $320K |
| Howard Financial Services, LTD. | 0.04% | Add +0.8% | 8,237 | $315K |
| Mather Group, Llc. | 0.00% | Reduce -4.5% | 8,190 | $314K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -41.1% | 8,173 | $313K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +43.8% | 8,009 | $307K |
| Beck Bode, LLC | 0.05% | Reduce -40.1% | 7,809 | $299K |
| Northern Trust Corp. | 0.00% | Reduce -31.4% | 7,744 | $297K |
| Bank of Montreal | 0.00% | New | 7,565 | $290K |
| D. E. Shaw & Co. | 0.00% | Reduce -48.9% | 7,547 | $289K |
| Greenwood Capital Associates LLC | 0.03% | New | 7,535 | $289K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 7,533 | $288K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.4% | 7,358 | $282K |
| Composition Wealth, LLC | 0.00% | Reduce -2.3% | 7,207 | $276K |
| Ameritas Advisory Services, LLC | 0.02% | Add +80.6% | 7,149 | $274K |
| Private Trust Co. NA | 0.02% | Reduce -1.8% | 7,112 | $272K |
| Canvas Wealth Advisors, LLC | 0.05% | No change | 7,020 | $269K |
| Saxon Interests, Inc. | 0.10% | No change | 7,024 | $267K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 6,900 | $264K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.5% | 6,848 | $262K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 6,826 | $261K |
| MV Capital Management, Inc. | 0.02% | No change | 6,775 | $259K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.8% | 6,755 | $259K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.4% | 6,525 | $250K |
| Rehmann Capital Advisory Group | 0.01% | Add +13.9% | 6,475 | $248K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.0% | 6,236 | $239K |
| Peterson Wealth Advisors, LLC | 0.04% | Reduce -12.0% | 6,182 | $237K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,309 | $234K |
| American Institute for Advanced Investment Management, LLP | 0.15% | Reduce -8.1% | 6,040 | $231K |
| Essex Financial Services, Inc. | 0.01% | New | 5,962 | $228K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.7% | 5,881 | $225K |
| Ardent Capital Management, Inc. | 0.10% | No change | 5,870 | $225K |
| FSB Premier Wealth Management, Inc. | 0.07% | New | 5,841 | $224K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 5,785 | $222K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.2% | 5,694 | $218K |
| Chapin Davis, Inc. | 0.05% | No change | 5,636 | $216K |
| RPS Advisory Solutions LLC | 0.11% | New | 5,634 | $216K |
| Steinberganna Wealth Management | 0.10% | — | 5,619 | $215K |
| Endowment Wealth Management, Inc. | 0.10% | Add +0.6% | 5,568 | $213K |
| Allen Capital Group, LLC | 0.02% | No change | 5,516 | $211K |
| NewEdge Wealth, LLC | 0.00% | Reduce -10.0% | 5,589 | $210K |
| Lanark Financial, Inc. | 0.02% | Reduce -21.6% | 5,396 | $207K |
| Moloney Securities Asset Management, LLC | 0.02% | New | 5,313 | $203K |
| Advisors Capital Management, LLC | 0.00% | New | 5,250 | $201K |
| AE Wealth Management LLC | 0.00% | Add +13.5% | 5,213 | $200K |
| Principal Securities, Inc. | 0.00% | Add +68.8% | 4,028 | $154K |
| Larson Financial Group LLC | 0.00% | Reduce -3.7% | 3,669 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,548 | $136K |
| Register Financial Advisors LLC | 0.05% | Add +0.3% | 3,534 | $135K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.22% | No change | 3,305 | $127K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 3,070 | $118K |
| Clearstead Trust, LLC | 0.02% | Reduce -11.0% | 3,000 | $115K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.8% | 2,993 | $115K |
| GAMMA Investing LLC | 0.01% | No change | 2,948 | $113K |
| Glassman Wealth Services | 0.02% | No change | 2,856 | $109K |
| Franklin Resources Inc. | 0.00% | No change | 2,734 | $105K |
| Integrity Financial Corp | 0.05% | Reduce -20.9% | 2,684 | $103K |
| Blue Trust, Inc. | 0.00% | No change | 2,260 | $87K |
| Eastern Bank | 0.00% | No change | 2,080 | $80K |
| REAP Financial Group, LLC | 0.02% | Reduce -23.9% | 1,980 | $76K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 1,900 | $73K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,800 | $69K |
| Versant Capital Management, Inc | 0.01% | New | 1,780 | $68K |
| Solstein Capital, LLC | 0.02% | No change | 1,317 | $50K |
| City Holding Co. | 0.01% | No change | 1,300 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -44.2% | 1,180 | $45K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,006 | $39K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $38K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $38K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 955 | $37K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $35K |
| Root Financial Partners, LLC | 0.00% | New | 918 | $35K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 876 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 814 | $31K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 735 | $28K |
| Decker Retirement Planning Inc. | 0.02% | No change | 717 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 702 | $27K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $26K |
| Salem Investment Counselors Inc. | 0.00% | New | 588 | $23K |
| Tucker Asset Management LLC | 0.01% | Reduce -49.2% | 580 | $22K |
| Assetmark, Inc. | 0.00% | No change | 566 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $19K |
| US Bancorp \de | 0.00% | Add +11.1% | 472 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Add +44300.0% | 444 | $17K |
| Truvestments Capital LLC | 0.00% | No change | 435 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | New | 435 | $17K |
| Clean Yield Group | 0.00% | New | 429 | $16K |
| Key Financial Inc | 0.00% | No change | 425 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 328 | $13K |
| Spire Wealth Management | 0.00% | New | 328 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 307 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.7% | 276 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $11K |
| MAI Capital Management | 0.00% | Add +250.0% | 259 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $10K |
| North Star Investment Management Corp. | 0.00% | Reduce -36.9% | 202 | $8K |
| Citigroup Inc. | 0.00% | Add +0.5% | 201 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 166 | $6K |
| Caitlin John, LLC | 0.00% | New | 159 | $6K |
| Evolution Wealth Management Inc. | 0.01% | No change | 150 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 132 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.8% | 128 | $5K |
| Nemes Rush Group LLC | 0.00% | Add +0.8% | 126 | $5K |
| Bokf, NA | 0.00% | No change | 114 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 77 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 75 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.9% | 74 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -83.1% | 59 | $2K |
| First Horizon Corp. | 0.00% | — | 54 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 44 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 33 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 29 | $1K |
| Covestor Ltd | 0.00% | Add +4.5% | 23 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -64.7% | 6 | $230 |
| Sound Income Strategies, LLC | 0.00% | New | 2 | $76 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $27 |
"% 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.