360 Financial, Inc. EMLP β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in 360 Financial, Inc.  Β·  4 quarters on record

AI Ownership Summary

360 Financial, Inc. reported FIRST TR EXCHANGE-TRADED FD (EMLP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 4.15% in 2025 Q1. The latest visible filing shows EMLP at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 360 Financial, Inc.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMLP was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 360 Financial, Inc. held EMLP β€” position size vs. price
% of Fund (quarterly)    EMLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 19,931 β€” 0% 0.25% $763K 2026-02-14 (Est.) $42.67
2025 Q3 REDUCED 94.2% -0.2% βœ… 19,931 -322,775 -94.2% 0.25% $763K 2025-11-12 $37.94
2025 Q2 ADDED β€” β€” β€” 342,706 +36,506 +11.9% 4.06% $12.9M 2025-08-06 $37.11
2025 Q1 INITIATED β€” β€” β€” 306,200 β€” β€” 4.15% $11.5M 2025-05-08 $35.41

FAQ About 360 Financial, Inc. and EMLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has 360 Financial, Inc. reported owning EMLP?

360 Financial, Inc. reported EMLP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EMLP position in 360 Financial, Inc.'s portfolio?

The largest reported portfolio weight for EMLP was 4.15% in 2025 Q1.

What is the latest reported EMLP position on this page?

The most recent filing on this page is 2025 Q4, when 360 Financial, Inc. reported 19,931 shares, equal to 0.25% of portfolio, with an estimated market value of $763K.

What does the chart on this EMLP ownership page compare?

The chart compares 360 Financial, Inc.'s quarterly EMLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 360 Financial, Inc. time their EMLP position?

Based on 13F filing dates vs. subsequent EMLP price moves, 360 Financial, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EMLP relative to SPY over the holding period was -1.3%.

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