EMLP — FIRST TR EXCHANGE-TRADED FD

Ownership history in Windsor Advisory Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC 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.

Peak position
2.12% (2025 Q1)
Avg. % of fund
1.51%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 34,869 — 0% 1.18% $1.3M $37.87
2025 Q3 UNCHANGED 34,869 — 0% 1.18% $1.3M $38.00
2025 Q2 REDUCED 34,869 -8,920 -20.4% 1.86% $1.3M $36.92
2025 Q1 UNCHANGED 43,789 — 0% 2.12% $1.6M $36.60
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EMLP price (monthly, adj. close)

Other funds also holding EMLP

As of 2025 Q4 — sorted by position size

Vernal Point Advisors, LLC 4.06% Disciplina Capital Management LLC 4.04% Barry Investment Advisors, LLC 3Y 7Y 3.9% Lee Financial Co 3Y 7Y 3.62% Capital Investment Advisors, LLC 3Y 7Y 2.42% ALTFEST L J & CO INC 3Y 7Y 2.37% AlTi Global, Inc. 2.33% TrueWealth Financial Partners 3Y 2.02% TRUE BLUE FINANCIAL, LLC 2.02% Keystone Financial Group, Inc. 1.64%
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