EMLP β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Fulcrum Equity Management  Β·  4 quarters on record

AI Ownership Summary

Fulcrum Equity Management reported FIRST TR EXCHANGE-TRADED FD (EMLP) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 1.24% in 2024 Q4. The latest visible filing shows EMLP at 0.99% 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 Fulcrum Equity Management'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 Q2

EMLP was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q2

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 Fulcrum Equity Management held EMLP β€” position size vs. price
% of Fund (quarterly)    EMLP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 25,819 -3,310 -11.4% 0.99% $968K 2025-08-25 $37.24
2025 Q1 REDUCED 29,129 -6,152 -17.4% 1.19% $1.1M 2025-05-01 $35.30
2024 Q4 ADDED 35,281 +294 +0.8% 1.24% $1.3M 2025-03-24 $36.53
2024 Q3 INITIATED 34,987 β€” β€” 0.99% $1.2M 2024-11-22 $36.33

FAQ About Fulcrum Equity Management and EMLP

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

How long has Fulcrum Equity Management reported owning EMLP?

Fulcrum Equity Management reported EMLP across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported EMLP position in Fulcrum Equity Management's portfolio?

The largest reported portfolio weight for EMLP was 1.24% in 2024 Q4.

What is the latest reported EMLP position on this page?

The most recent filing on this page is 2025 Q2, when Fulcrum Equity Management reported 25,819 shares, equal to 0.99% of portfolio, with an estimated market value of $968K.

What does the chart on this EMLP ownership page compare?

The chart compares Fulcrum Equity Management'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.

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