Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (EMLP)

348 + Investors. Track Smart Money conviction in EMLP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — EMLP

Based on 348 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
348 hedge funds hold EMLP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

186 buying134 selling
Last quarter: 186 funds bought or added vs 134 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EMLP position: 33 → 38 → 25 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 24% medium 15% new
215 out of 348 hedge funds have held EMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~40 new funds/quarter

44 → 33 → 38 → 25 → 40 new funds/Q
New funds entering each quarter: 33 → 38 → 25 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 12% 1-2yr 24% new
Of 348 current holders: 223 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
16 of 348 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EMLP

How many hedge funds hold EMLP — quarterly history vs. share price
Quarterly hedge fund ownership of EMLP vs. share price

Market Analysis: EMLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMLP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 6 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: EMLP
2026 Q1 Stats Unlock in 20 days 348 + Investors

Track Smart Money conviction in EMLP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 348 334 4.19%
13F Shares 66M 65M 1.36%
Total Value $2.51B $2.50B 0.15%
New Positions 40 25 +15
Increased Positions 146 145 +1
Closed Positions 26 31 -5
Reduced Positions 108 111 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMLP

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Institutional Holders (2026 Q1)

348 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMLP. Verified SEC 13F-HR filings.

Top 25 institutional holders of EMLP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Wealth Strategies, Inc. 6.25% 204,572 $8.9M
2 Barry Investment Advisors, LLC 4.57% 474,357 $20.7M
3 ALTFEST L J & CO INC 4.48% 958,838 $41.9M
4 Lee Financial Co 4.24% 688,357 $30.1M
5 Capital Investment Advisors, LLC 2.99% 4,277,778 $186.8M
6 TRUE BLUE FINANCIAL, LLC 2.05% 59,542 $2.6M
7 Keystone Financial Group, Inc. 1.85% 81,674 $3.6M
8 FLAGSTAR ADVISORS INC 1.75% 110,668 $4.8M
9 PARTNERS WEALTH MANAGEMENT, LLC 1.44% 31,925 $1.4M
10 Hobart Private Capital, LLC 1.30% 150,930 $6.6M
11 Walker Asset Management, LLC 1.01% 42,734 $1.9M
12 COTTONWOOD CAPITAL ADVISORS, LLC 0.97% 31,609 $1.4M
13 Glass Jacobson Investment Advisors llc 0.93% 61,811 $2.7M
14 Worthington Financial Partners, LLC 0.93% 24,692 $1.1M
15 Landmark Wealth Management, LLC 0.84% 71,842 $3.1M
16 Proactive Wealth Strategies LLC 0.75% 91,380 $4.0M
17 Stegent Equity Advisors, Inc. 0.74% 19,991 $873K
18 Auour Investments LLC 0.73% 53,089 $2.3M
19 Crumly & Associates Inc. 0.67% 72,836 $3.2M
20 PCG Wealth Advisors, LLC 0.63% 56,614 $2.5M
21 BRIAN LOW FINANCIAL GROUP, LLC 0.50% 16,855 $736K
22 BEACON FINANCIAL GROUP 0.43% 114,490 $4.3M
23 WINEBRENNER CAPITAL MANAGEMENT LLC 0.42% 15,067 $658K
24 Quad-Cities Investment Group, LLC 0.41% 23,615 $1.0M
25 Cambridge Advisors Inc. 0.41% 48,047 $2.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TR EXCHANGE-TRADED FD (EMLP)

What does the Smart Money Trend signal show for EMLP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EMLP?

Slight buying edge — 58% buying: Last quarter: 186 funds bought or added vs 134 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EMLP holders?

Elite ownership — 44% AUM from top-100 funds: 16 of 348 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMLP?

62% of holders stayed for 2+ years: 215 out of 348 hedge funds have held EMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.