DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
EMLP

FIRST TR EXCHANGE-TRADED FD

401 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D101·Exchange Traded Fund·401 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.3B
visible holders
Holders
401
filers reporting
Concentration
34.48%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

401 institutions reported EMLP in Q2 2026. MORGAN STANLEY leads at 34.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$786M18.1M0.04%Q2 2026
02
Capital Investment Advisors, LLC
CIK 0001582732
$189M4.4M2.49%Q2 2026
03
Cresset Asset Management, LLC
CIK 0001761013
$131M3.0M0.47%Q2 2026
04
AlTi Global, Inc.
CIK 0001838615
$122M2.8M2.53%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$118M2.7M0.03%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$111M2.6M0.01%Q2 2026
07
Glenview Trust Co
CIK 0001691827
$107M2.5M1.48%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$104M2.4M0.02%Q2 2026
09
Wealthspire Advisors, LLC
CIK 0001646247
$90M2.1M0.50%Q2 2026
10
Cerity Partners OCIO LLC
CIK 0001519611
$71M1.6M3.59%Q2 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$61M1.4M0.01%Q2 2026
12
UBS Group AG
CIK 0001610520
$59M1.4M0.01%Q2 2026
13
Rockefeller Capital Management L.P.
CIK 0001739439
$44M1.0M0.07%Q2 2026
14
GLENMEDE TRUST CO NA
CIK 0000314949
$44M1.0M0.20%Q2 2026
15
WELCH & FORBES LLC
CIK 0000105495
$41M938K0.50%Q2 2026
16
ALTFEST L J & CO INC
CIK 0000712050
$41M933K3.94%Q2 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M930K0.01%Q2 2026
18
Disciplina Capital Management LLC
CIK 0001993404
$40M918K4.13%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M909K0.05%Q2 2026
20
Glenmede Investment Management, LP
CIK 0001644465
$39M1.0M0.19%Q3 2025
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