First Trust North American EEMLPETF
13F holders, Q4 2025 (December 31)374holders +14
27new positions
20sold out
$37.87avg. 13F price*
At the end of Q4 2025, 374 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 14 from Q3 2025. 27 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($701.0M), Capital Investment Advisors, LLC ($158.7M) and AlTi Global, Inc. ($108.7M).
- Company
- First Trust North American E
- CUSIP
- 33738D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.7M |
| Exits | 20 | $22.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,532,484 shares bought and 3,048,660 shares sold, net −516,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Morgan Stanley | 0.04% | Add +3.3% | 18,510,517 | $701.0M |
| Capital Investment Advisors, LLC | 2.42% | Add +5.7% | 4,189,659 | $158.7M |
| AlTi Global, Inc. | 2.33% | Add +0.3% | 2,869,696 | $108.7M |
| Cresset Asset Management, LLC | 0.44% | Add +11.5% | 2,711,738 | $102.7M |
| Glenview Trust Co | 1.46% | Reduce -0.9% | 2,494,516 | $94.5M |
| LPL Financial LLC | 0.03% | Reduce -1.6% | 2,467,501 | $93.4M |
| Wells Fargo & Company | 0.02% | Add +2.8% | 2,349,011 | $89.0M |
| Wealthspire Advisors, LLC | 0.65% | Add +2.5% | 2,165,019 | $82.0M |
| Bank of America Corp. | 0.01% | Add +3.7% | 2,126,877 | $80.5M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 1,492,457 | $56.5M |
| UBS Group AG | 0.01% | Reduce -2.3% | 1,349,500 | $51.1M |
| Glenmede Trust Co. NA | 0.19% | — | 1,055,465 | $40.0M |
| Welch & Forbes LLC | 0.48% | Reduce -1.3% | 1,040,699 | $39.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +8.6% | 967,390 | $36.6M |
| Disciplina Capital Management LLC | 4.04% | Add +2.1% | 932,032 | $35.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.1% | 805,935 | $30.5M |
| Raymond James Financial Inc. | 0.01% | Add +3.1% | 785,351 | $29.7M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 749,392 | $28.4M |
| Lee Financial Co | 3.62% | Reduce -3.0% | 707,822 | $26.8M |
| Jaffetilchin Investment Partners, LLC | 1.42% | Reduce -0.8% | 642,765 | $24.3M |
| Altfest L J & Co. Inc. | 2.37% | Reduce -1.7% | 572,085 | $21.7M |
| Cetera Investment Advisers | 0.02% | Reduce -0.1% | 563,502 | $21.3M |
| Cerity Partners OCIO LLC | 1.17% | Reduce -69.8% | 560,187 | $21.2M |
| Modern Wealth Management, LLC | 0.37% | Add +2.9% | 534,308 | $20.2M |
| Barry Investment Advisors, LLC | 3.90% | Add +3.3% | 462,367 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.4% | 392,209 | $14.9M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +3.3% | 385,236 | $14.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +8.8% | 317,782 | $12.0M |
| New England Private Wealth Advisors LLC | 1.46% | Add +2.1% | 310,112 | $11.7M |
| Arkos Global Advisors | 1.40% | Add +2.0% | 287,832 | $10.9M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 279,965 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 276,745 | $10.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.0% | 268,495 | $10.2M |
| Vernal Point Advisors, LLC | 4.06% | Add +15.8% | 260,022 | $9.8M |
| UMB Bank, n.a. | 0.12% | Reduce -3.6% | 244,802 | $9.3M |
| Prasad Wealth Partners, LLC | 2.25% | Reduce -2.8% | 222,641 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 219,971 | $8.3M |
| Nvest Wealth Strategies, Inc. | 6.12% | — | 218,533 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +6.5% | 218,303 | $8.3M |
| Park National Corp. | 0.25% | Add +1.3% | 207,581 | $7.9M |
| Strategic Wealth Partners, Ltd. | 0.53% | Add +10.8% | 204,551 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -2.1% | 202,068 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.1% | 200,344 | $7.6M |
| Crusonia Wealth Advisors LLC | 1.66% | — | 198,616 | $7.5M |
| Fairview Capital Investment Management, LLC | 0.38% | Reduce -10.4% | 195,969 | $7.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.75% | Add +8.4% | 190,334 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Add +4.2% | 182,129 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +8.3% | 178,744 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +99.4% | 176,532 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 174,070 | $6.6M |
| Hobart Private Capital, LLC | 1.28% | Reduce -4.3% | 173,203 | $6.6M |
| Comerica Bank | 0.03% | Add +0.9% | 169,175 | $6.4M |
| MML Investors Services, LLC | 0.02% | Add +5.6% | 163,133 | $6.2M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 145,004 | $5.5M |
| New Republic Capital, LLC | 1.39% | Add +19.8% | 137,097 | $5.2M |
| Appleton Partners Inc. | 0.32% | Add +0.9% | 128,625 | $4.9M |
| GenTrust, LLC | 0.20% | Reduce -13.1% | 124,269 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +5.6% | 122,070 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Add +8.0% | 120,067 | $4.5M |
| HBW Advisory Services LLC | 0.49% | Add +0.8% | 119,417 | $4.5M |
| Beacon Financial Group | 0.43% | Reduce -4.4% | 114,490 | $4.3M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -5.6% | 105,804 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +38.7% | 108,288 | $4.1M |
| M&T Bank Corp | 0.01% | Add +186.3% | 107,432 | $4.1M |
| Flagstar Securities, Inc. | 1.36% | Reduce -3.8% | 107,108 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -0.6% | 104,681 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.0% | 101,700 | $3.9M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -13.5% | 99,359 | $3.8M |
| Flputnam Investment Management Co. | 0.05% | Reduce -52.2% | 98,510 | $3.7M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -6.1% | 98,246 | $3.7M |
| Kingsview Wealth Management, LLC | 0.05% | Add +7.5% | 91,755 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +3.9% | 91,629 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +6.2% | 91,582 | $3.5M |
| Benjamin Edwards Inc. | 0.04% | Add +5.2% | 89,601 | $3.4M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -5.0% | 86,131 | $3.3M |
| CoreCap Advisors, LLC | 0.11% | Add +1.8% | 84,818 | $3.2M |
| Keystone Financial Group, Inc. | 1.64% | Add +3.2% | 82,482 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 80,113 | $3.0M |
| &partners | 0.02% | Add +4.6% | 78,931 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +42.5% | 78,802 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Reduce -19.1% | 78,206 | $3.0M |
| Summit Trail Advisors, LLC | 0.05% | Add +19.7% | 78,067 | $3.0M |
| Arq Wealth Advisors, LLC | 0.79% | Add +3.8% | 77,482 | $2.9M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -2.3% | 74,556 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.2% | 73,696 | $2.8M |
| Continuum Advisory, LLC | 0.28% | Add +5.0% | 73,173 | $2.8M |
| Crumly & Associates Inc. | 0.58% | No change | 72,836 | $2.8M |
| ArchPoint Investors | 0.64% | No change | 71,081 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +85.6% | 68,381 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Add +45.7% | 67,084 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Add +3.6% | 66,017 | $2.5M |
| TrueWealth Financial Partners | 2.02% | New | 64,506 | $2.4M |
| True Blue Financial, LLC | 2.02% | — | 64,506 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.87% | Reduce -0.9% | 64,015 | $2.4M |
| Landmark Wealth Management, LLC | 0.92% | Add +3.1% | 63,610 | $2.4M |
| Savant Capital, LLC | 0.01% | Reduce -12.7% | 62,676 | $2.4M |
| PCG Wealth Advisors, LLC | 0.65% | Add +3.3% | 60,769 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.8% | 57,362 | $2.2M |
| VestGen Advisors, LLC | 0.09% | New | 55,807 | $2.1M |
| ORG Partners LLC | 0.37% | No change | 55,328 | $2.1M |
| BTG Pactual Asset Management US LLC | 0.23% | Add +7.0% | 55,680 | $2.1M |
| Puff Wealth Management, LLC | 2.63% | Reduce -11.1% | 53,252 | $2.0M |
| Auour Investments LLC | 0.63% | Add +1.0% | 52,189 | $2.0M |
| BlueChip Wealth Advisors LLC | 0.82% | Reduce -1.9% | 51,553 | $2.0M |
| Sigma Planning Corp | 0.05% | Add +1.3% | 51,261 | $1.9M |
| Certuity, LLC | 0.12% | Add +200.7% | 51,217 | $1.9M |
| Focused Alpha, LLC | 0.56% | — | 50,571 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +3.5% | 50,529 | $1.9M |
| Waverly Advisors, LLC | 0.02% | Add +7.3% | 50,160 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +28.2% | 48,777 | $1.8M |
| Cambridge Advisors Inc. | 0.34% | Add +1.4% | 47,735 | $1.8M |
| Millstone Evans Group, LLC | 1.05% | Add +0.9% | 47,043 | $1.8M |
| WCG Wealth Advisors LLC | 0.05% | New | 46,455 | $1.8M |
| Proactive Wealth Strategies LLC | 0.70% | Reduce -2.5% | 46,377 | $1.8M |
| Elevated Capital Advisors, LLC | 0.40% | Reduce -2.4% | 45,758 | $1.7M |
| MGB Wealth Management, LLC | 0.47% | Add +0.0% | 43,398 | $1.6M |
| Walker Asset Management, LLC | 0.87% | Add +0.0% | 42,632 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.46% | Reduce -2.0% | 41,590 | $1.6M |
| WealthCare Investment Partners, LLC | 0.45% | Add +5.4% | 40,570 | $1.6M |
| Icon Wealth Advisors, LLC | 0.10% | Add +0.4% | 40,843 | $1.5M |
| Betterment LLC | 0.00% | Add +2.2% | 40,545 | $1.5M |
| Motco | 0.14% | Reduce -1.9% | 40,287 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.5% | 40,111 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.4% | 39,238 | $1.5M |
| Wagner Wealth Management, LLC | 0.31% | Add +2.3% | 38,965 | $1.5M |
| Windsor Advisory Group, LLC | 1.18% | No change | 34,869 | $1.3M |
| Arvest Bank Trust Division | 0.07% | Reduce -93.8% | 33,093 | $1.3M |
| Partners Wealth Management, LLC | 1.26% | Reduce -0.8% | 31,925 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.86% | Add +14.3% | 31,685 | $1.2M |
| Encompass More Asset Management | 0.22% | Reduce -42.5% | 31,074 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 30,695 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 30,316 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Add +5.8% | 29,449 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.4% | 29,254 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -2.4% | 27,895 | $1.1M |
| Inscription Capital, LLC | 0.11% | Reduce -0.9% | 27,532 | $1.0M |
| Cherry Creek Investment Advisors, Inc. | 0.44% | Add +0.7% | 27,418 | $1.0M |
| Coppell Advisory Solutions LLC | 0.10% | Add +6.8% | 27,185 | $1.0M |
| Great Diamond Partners, LLC | 0.19% | Reduce -6.0% | 25,688 | $973K |
| Hancock Whitney Corp. | 0.02% | Reduce -34.5% | 25,596 | $969K |
| Aprio Wealth Management, LLC | 0.06% | No change | 25,306 | $958K |
| Kovack Advisors, Inc. | 0.05% | Add +14.5% | 25,277 | $957K |
| G&S Capital LLC | 0.33% | Add +3.8% | 24,443 | $926K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.4% | 24,338 | $922K |
| Independent Financial Group, LLC | 0.02% | Reduce -23.2% | 24,176 | $916K |
| Tandem Financial, LLC | 1.10% | Reduce -5.4% | 25,538 | $910K |
| Magnus Financial Group LLC | 0.07% | Add +0.1% | 23,682 | $897K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.1% | 23,546 | $892K |
| Quad-Cities Investment Group, LLC | 0.37% | Reduce -2.6% | 23,513 | $890K |
| Silver Oak Securities, Incorporated | 0.06% | Add +1.3% | 23,299 | $887K |
| Apella Capital, LLC | 0.02% | Reduce -0.3% | 23,287 | $882K |
| Objective Capital Management, LLC | 0.88% | Reduce -0.5% | 22,901 | $867K |
| Worthington Financial Partners, LLC | 0.76% | — | 22,675 | $859K |
| TCFG Wealth Management, LLC | 0.34% | Reduce -1.8% | 22,627 | $857K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -15.3% | 22,321 | $845K |
| Tred Avon Family Wealth, LLC | 0.27% | No change | 21,752 | $824K |
| Capital Analysts, LLC | 0.02% | Add +8.8% | 21,481 | $814K |
| Gateway Wealth Partners, LLC | 0.09% | Add +0.9% | 21,199 | $803K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 20,870 | $790K |
| Stegent Equity Advisors, Inc. | 0.59% | Reduce -2.7% | 19,991 | $757K |
| Next Capital Management LLC | 0.23% | No change | 19,345 | $733K |
| 360 Financial, Inc. | 0.22% | Reduce -3.7% | 19,199 | $727K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -2.6% | 19,063 | $722K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +9.9% | 18,983 | $719K |
| Claro Advisors Inc. | 0.10% | Add +0.8% | 18,955 | $718K |
| Kraematon Investment Advisors, Inc. | 0.57% | Add +7.5% | 18,780 | $711K |
| Investors Research Corp | 0.13% | Reduce -4.3% | 18,757 | $710K |
| Focus Partners Wealth | 0.00% | New | 18,700 | $708K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.7% | 18,631 | $706K |
| Visionary Wealth Advisors | 0.03% | Reduce -6.3% | 18,444 | $698K |
| Forefront Analytics, LLC | 0.62% | Reduce -2.7% | 18,435 | $698K |
| Keystone Financial Group | 0.05% | New | 18,400 | $697K |
| First Heartland Consultants, Inc. | 0.05% | Add +7.8% | 18,388 | $696K |
| Colorado Capital Management, Inc. | 0.26% | Reduce -5.3% | 18,330 | $694K |
| Stephens Inc. | 0.01% | Add +0.0% | 17,855 | $676K |
| Wood Tarver Financial Group, LLC | 0.19% | Add +2.1% | 17,839 | $675K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 17,542 | $663K |
| MCF Advisors LLC | 0.04% | Add +0.0% | 17,395 | $659K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 16,588 | $656K |
| Asset One Wealth Management LLC | 0.09% | — | 16,215 | $646K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.7% | 16,965 | $642K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 16,931 | $641K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.4% | 16,552 | $627K |
| Wealth Watch Advisors, INC | 0.23% | New | 16,449 | $623K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 16,338 | $619K |
| Americana Partners, LLC | 0.02% | Add +4.8% | 16,017 | $607K |
| Lido Advisors, LLC | 0.00% | Add +28.1% | 15,441 | $590K |
| Brian Low Financial Group, LLC | 0.41% | Reduce -1.7% | 15,451 | $585K |
| Winebrenner Capital Management LLC | 0.39% | Reduce -3.2% | 15,344 | $581K |
| Peak Planning Group, LLC | 0.16% | Add +0.2% | 15,262 | $578K |
| Regal Investment Advisors LLC | 0.03% | No change | 15,175 | $575K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -2.0% | 15,000 | $568K |
| Aspen Investment Management Inc | 0.17% | Reduce -1.3% | 14,670 | $556K |
| Gryphon Financial Partners LLC | 0.06% | Add +0.8% | 14,597 | $553K |
| Wagner Wealth Management, Corp | 0.55% | — | 14,590 | $553K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.18% | Add +5.3% | 14,391 | $545K |
| Wealth Effects LLC | 0.17% | Add +0.0% | 14,387 | $545K |
| Sheets Smith Wealth Management | 0.06% | Add +0.5% | 14,291 | $541K |
| Level Four Advisory Services, LLC | 0.02% | Add +5.7% | 14,059 | $532K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -1.0% | 14,056 | $532K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | New | 14,030 | $531K |
| Sovran Advisors, LLC | 0.05% | Reduce -3.3% | 13,584 | $530K |
| HRT Financial LP | 0.00% | Reduce -33.0% | 13,923 | $527K |
| PKS Advisory Services, LLC | 0.12% | Reduce -2.7% | 13,754 | $521K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 13,679 | $518K |
| Arax Advisory Partners | 0.01% | New | 13,638 | $516K |
| Matrix Private Capital Group LLC | 0.26% | Add +1.8% | 13,288 | $503K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.0% | 13,127 | $497K |
| IFP Advisors, Inc | 0.01% | Reduce -4.6% | 13,092 | $496K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 12,851 | $487K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.9% | 12,650 | $479K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,500 | $473K |
| Bank of New York Mellon Corp | 0.00% | Add +38.6% | 12,471 | $472K |
| Wedmont Private Capital | 0.02% | Reduce -48.5% | 12,560 | $470K |
| Prosperity Financial Group, Inc. | 0.17% | Add +28.7% | 12,363 | $468K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,580 | $468K |
| Cwm, LLC | 0.00% | Reduce -1.5% | 12,302 | $466K |
| Bank of Montreal | 0.00% | Add +58.8% | 12,014 | $455K |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 11,979 | $454K |
| Beam Wealth Advisors, Inc. | 0.12% | New | 11,659 | $442K |
| Cascade Investment Group, Inc. | 0.29% | Add +0.7% | 11,542 | $437K |
| 10Elms LLP | 0.45% | No change | 11,343 | $430K |
| Rehmann Capital Advisory Group | 0.02% | Add +74.5% | 11,297 | $428K |
| Sunbelt Securities, Inc. | 0.03% | Add +12.2% | 11,132 | $422K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.7% | 11,012 | $417K |
| Ballew Advisors, Inc | 0.23% | Reduce -0.9% | 10,655 | $410K |
| Compound Planning, Inc. | 0.01% | Add +2.4% | 10,816 | $410K |
| ProVise Management Group, LLC | 0.03% | No change | 10,644 | $403K |
| MTM Investment Management, LLC | 0.13% | No change | 10,477 | $397K |
| IFG Advisory, LLC | 0.02% | Add +0.0% | 10,298 | $390K |
| Allworth Financial LP | 0.00% | Add +0.3% | 9,925 | $376K |
| DHJJ Financial Advisors, Ltd. | 0.12% | No change | 9,917 | $376K |
| Greenwood Capital Associates LLC | 0.04% | Add +30.7% | 9,848 | $373K |
| Nova Wealth Management, Inc. | 0.26% | Reduce -8.8% | 9,839 | $373K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -1.5% | 9,753 | $369K |
| Choreo, LLC | 0.00% | No change | 9,503 | $363K |
| RPg Family Wealth Advisory, LLC | 0.08% | Reduce -7.5% | 9,574 | $363K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -19.2% | 9,476 | $359K |
| Lee Johnson Capital Management, LLC | 0.12% | Add +0.8% | 9,429 | $357K |
| GM Advisory Group, LLC | 0.01% | Add +6.7% | 9,384 | $355K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,078 | $344K |
| Creative Planning | 0.00% | Reduce -5.3% | 9,007 | $341K |
| Western Wealth Management, LLC | 0.02% | Add +3.8% | 8,974 | $340K |
| Magnolia Capital Advisors LLC | 0.07% | New | 8,898 | $337K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.7% | 8,617 | $326K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -13.2% | 8,503 | $322K |
| Risk Paradigm Group, LLC | 0.31% | — | 8,408 | $318K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.8% | 8,303 | $314K |
| Howard Financial Services, LTD. | 0.04% | Add +0.8% | 8,300 | $314K |
| Intrua Financial, LLC | 0.03% | Reduce -9.9% | 8,239 | $312K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -47.0% | 8,208 | $311K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.4% | 8,139 | $308K |
| National Wealth Management Group, LLC | 0.11% | Reduce -8.8% | 8,032 | $304K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 7,554 | $286K |
| Advisory Services Network, LLC | 0.00% | Reduce -11.3% | 7,418 | $281K |
| Apollon Wealth Management, LLC | 0.00% | No change | 7,358 | $279K |
| Composition Wealth, LLC | 0.00% | Add +0.7% | 7,255 | $275K |
| Atria Investments, Inc | 0.00% | Reduce -27.3% | 7,181 | $272K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.3% | 7,159 | $271K |
| Private Trust Co. NA | 0.02% | No change | 7,112 | $269K |
| Saxon Interests, Inc. | 0.09% | No change | 7,024 | $266K |
| Canvas Wealth Advisors, LLC | 0.05% | No change | 7,020 | $266K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 6,900 | $261K |
| Park Avenue Securities LLC | 0.00% | Add +0.1% | 6,834 | $259K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.8% | 6,807 | $258K |
| International Assets Investment Management, LLC | 0.02% | Add +7.5% | 6,785 | $257K |
| Marshall Investment Management, LLC | 0.13% | Reduce -22.4% | 6,780 | $257K |
| MV Capital Management, Inc. | 0.02% | No change | 6,775 | $257K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +1.9% | 6,650 | $252K |
| Beck Bode, LLC | 0.04% | Reduce -16.7% | 6,506 | $246K |
| Steinberganna Wealth Management | 0.11% | Add +15.3% | 6,477 | $245K |
| Capital Financial Group Inc\co\ | 0.13% | — | 6,387 | $242K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -7.1% | 6,363 | $241K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,153 | $233K |
| Clark Asset Management, LLC | 0.02% | New | 6,119 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -16.1% | 6,000 | $227K |
| AE Wealth Management LLC | 0.00% | Add +15.1% | 6,000 | $227K |
| Summit Financial, LLC | 0.00% | Reduce -39.3% | 5,962 | $226K |
| Endowment Wealth Management, Inc. | 0.10% | Add +6.8% | 5,949 | $225K |
| Cerity Partners LLC | 0.00% | New | 5,915 | $224K |
| American Institute for Advanced Investment Management, LLP | 0.14% | Reduce -2.3% | 5,900 | $223K |
| Harvest Investment Services, LLC | 0.04% | New | 5,887 | $223K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,881 | $223K |
| Ardent Capital Management, Inc. | 0.09% | No change | 5,870 | $222K |
| Quadrature Capital Ltd | 0.00% | New | 5,840 | $221K |
| Northern Trust Corp. | 0.00% | Reduce -24.6% | 5,837 | $221K |
| FSB Premier Wealth Management, Inc. | 0.07% | Reduce -0.7% | 5,801 | $220K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -27.8% | 5,785 | $219K |
| Essex Financial Services, Inc. | 0.01% | Reduce -3.5% | 5,753 | $218K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.5% | 5,721 | $217K |
| Chapin Davis, Inc. | 0.05% | No change | 5,636 | $213K |
| RPS Advisory Solutions LLC | 0.10% | No change | 5,634 | $213K |
| NewEdge Wealth, LLC | 0.00% | No change | 5,589 | $212K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.1% | 5,547 | $210K |
| HighPoint Advisor Group LLC | 0.00% | New | 5,525 | $209K |
| Allen Capital Group, LLC | 0.02% | No change | 5,516 | $209K |
| Peterson Wealth Advisors, LLC | 0.03% | Reduce -12.3% | 5,422 | $205K |
| GAMMA Investing LLC | 0.01% | Add +67.8% | 4,948 | $187K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.1% | 4,851 | $184K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 3,678 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.2% | 3,540 | $134K |
| Register Financial Advisors LLC | 0.05% | Reduce -1.0% | 3,499 | $133K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.18% | No change | 3,305 | $125K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.1% | 3,295 | $125K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.4% | 3,083 | $117K |
| Clearstead Trust, LLC | 0.02% | No change | 3,000 | $114K |
| Franklin Resources Inc. | 0.00% | No change | 2,734 | $104K |
| Gilpin Wealth Management, LLC | 0.07% | — | 2,403 | $91K |
| Integrity Financial Corp | 0.05% | Reduce -12.0% | 2,361 | $89K |
| Blue Trust, Inc. | 0.00% | No change | 2,260 | $86K |
| Eastern Bank | 0.00% | No change | 2,080 | $79K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 1,900 | $72K |
| CX Institutional | 0.00% | New | 1,864 | $71K |
| REAP Financial Group, LLC | 0.01% | Reduce -5.5% | 1,871 | $71K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,800 | $68K |
| Versant Capital Management, Inc | 0.01% | Reduce -4.9% | 1,693 | $64K |
| Hoese & Co LLP | 0.05% | New | 1,685 | $64K |
| Solstein Capital, LLC | 0.02% | No change | 1,317 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 1,189 | $45K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,006 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $38K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +47500.0% | 952 | $37K |
| Assetmark, Inc. | 0.00% | Add +71.7% | 972 | $37K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 955 | $36K |
| Root Financial Partners, LLC | 0.00% | Add +0.8% | 925 | $35K |
| Bellevue Asset Management, LLC | 0.01% | No change | 922 | $35K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 897 | $34K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 879 | $33K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 825 | $31K |
| City Holding Co. | 0.00% | Reduce -38.5% | 800 | $30K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $28K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 735 | $28K |
| Decker Retirement Planning Inc. | 0.01% | No change | 717 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 702 | $27K |
| US Bancorp \de | 0.00% | Add +30.5% | 616 | $23K |
| Truvestments Capital LLC | 0.00% | Add +30.1% | 566 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -45.1% | 447 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 438 | $17K |
| Key Financial Inc | 0.00% | Reduce -4.0% | 408 | $15K |
| Bokf, NA | 0.00% | Add +217.5% | 362 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.6% | 348 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 328 | $12K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 313 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.7% | 278 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $10K |
| MAI Capital Management | 0.00% | No change | 259 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $9K |
| MidFirst Bank | 0.00% | — | 247 | $9K |
| Triumph Capital Management | 0.00% | New | 219 | $8K |
| Center for Financial Planning, Inc. | 0.00% | New | 208 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 204 | $8K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 200 | $8K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.1% | 190 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +531.0% | 183 | $7K |
| Caitlin John, LLC | 0.00% | No change | 159 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 150 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 132 | $5K |
| LRI Investments, LLC | 0.00% | New | 129 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $4K |
| Brookfield Corp | 0.00% | New | 101 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 86 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 77 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.0% | 57 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -15.3% | 50 | $2K |
| Wellington-Altus USA Inc. | 0.00% | — | 46 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 44 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 28 | $1K |
| Covestor Ltd | 0.00% | No change | 23 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -97.9% | 12 | $454 |
| New Millennium Group LLC | 0.00% | Reduce -16.7% | 5 | $189 |
| Motiv8 Investments LLC | 0.00% | New | 9 | $0 |
"% 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.