EMLP — FIRST TR EXCHANGE-TRADED FD

Ownership history in WORLD EQUITY GROUP, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, 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.

Peak position
0.47% (2025 Q3)
Avg. % of fund
0.29%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 53,971 +27,710 +105.5% 0.47% $2.1M $38.00
2025 Q2 ADDED 26,261 +2,549 +10.7% 0.27% $985K $36.92
2025 Q1 ADDED 23,712 +1,863 +8.5% 0.25% $889K $36.60
2024 Q4 INITIATED 21,849 — — 0.17% $779K $34.53
% 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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