Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in FIRST TR EXCHANGE-TRADED FD (EMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,028 | +1,642 | +68.8% | 0.00% | $154K | $38.00 |
| 2025 Q2 | ADDED | 2,386 | +451 | +23.3% | 0.00% | $89K | $36.92 |
| 2025 Q1 | UNCHANGED | 1,935 | — | 0% | 0.00% | $69K | $36.60 |
| 2024 Q4 | REDUCED | 1,935 | -457 | -19.1% | 0.00% | $69K | $34.53 |
| 2024 Q3 | ADDED | 2,392 | +155 | +6.9% | 0.00% | $80K | $32.31 |
| 2024 Q2 | REDUCED | 2,237 | -85 | -3.7% | 0.00% | $68K | $29.03 |
| 2024 Q1 | ADDED | 2,322 | +570 | +32.5% | 0.00% | $69K | $27.86 |
| 2023 Q4 | INITIATED | 1,752 | — | — | 0.00% | $49K | — |
As of 2025 Q4 — sorted by position size