DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
EMLP

FIRST TR EXCHANGE-TRADED FD

411 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D101·Exchange Traded Fund·411 13F holders·last filed Mar 31, 2026
Market cap
1.7%
vs prior quarter
13F value held
$2.3B
65.0% inst. owned
of float
Holders
411
+48 QoQ
filers reporting
Activity
+23 / −44
+776 added · −852 reduced
this quarter
Concentration
34.95%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

411 institutions reported EMLP in Q1 2026. MORGAN STANLEY leads at 35.0% of the visible book. +48 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$793M18.2M0.05%Q1 2026
02
Capital Investment Advisors, LLC
CIK 0001582732
$187M4.3M2.73%Q1 2026
03
Cresset Asset Management, LLC
CIK 0001761013
$123M2.8M0.53%Q1 2026
04
AlTi Global, Inc.
CIK 0001838615
$123M2.8M2.66%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$114M2.6M0.03%Q1 2026
06
Glenview Trust Co
CIK 0001691827
$108M2.5M1.70%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$105M2.4M0.02%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$104M2.4M0.01%Q1 2026
09
Wealthspire Advisors, LLC
CIK 0001646247
$89M2.0M0.70%Q1 2026
10
Cerity Partners OCIO LLC
CIK 0001519611
$80M1.8M4.81%Q1 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$62M1.4M0.01%Q1 2026
12
UBS Group AG
CIK 0001610520
$58M1.3M0.01%Q1 2026
13
GLENMEDE TRUST CO NA
CIK 0000314949
$47M1.1M0.23%Q1 2026
14
WELCH & FORBES LLC
CIK 0000105495
$43M996K0.56%Q1 2026
15
ALTFEST L J & CO INC
CIK 0000712050
$42M959K4.48%Q1 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$39M897K0.07%Q1 2026
17
Glenmede Investment Management, LP
CIK 0001644465
$39M1.0M0.19%Q3 2025
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$38M872K0.05%Q1 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M869K0.01%Q1 2026
20
Disciplina Capital Management LLC
CIK 0001993404
$37M858K3.97%Q1 2026
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