Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (EMLP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — EMLP

Based on 388 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
388 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 — +16% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

212 buying140 selling
Last quarter: 212 funds were net buyers (51 opened a brand new position + 161 added to an existing one). Only 140 were sellers (110 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new EMLP position: 44 → 27 → 41 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
243 out of 388 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.
📈

Growing discovery — still being found

34 → 44 → 27 → 41 → 51 new funds/Q
New funds entering each quarter: 44 → 27 → 41 → 51. A growing number of institutions are discovering EMLP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 388 holders: 244 (63%) are 2+ year veterans, 57 entered 1–2 years ago, and 87 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
24 of 388 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — EMLP

In 2026 Q1, 212 hedge funds were net buyers of EMLP (51 opened a new position, 161 added to an existing one), while 140 reduced or exited (110 trimmed, 30 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in EMLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 388.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (EMLP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EMLP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
EMLP
-0.2%
SPY
+14.9%

EMLP outperformed SPY by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
EMLP
-0.2%
SPY
+1.1%

Since the filing became public, EMLP outperformed SPY by -1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 7 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: EMLP
384 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 384 367 4.63%
13F Shares 68M 67M 0.96%
Total Value $2.91B $2.53B 14.92%
New Positions 51 41 +10
Increased Positions 159 147 +12
Closed Positions 34 26 +8
Reduced Positions 109 117 -8
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)

384 + investors

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

QUARTER:
Top 25 EMLP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Wealth Strategies, Inc. 6.25% 204,572 $8.9M
2 Vernal Point Advisors, LLC 5.28% 297,658 $13.0M
3 Cerity Partners OCIO LLC 4.81% 1,835,297 $80.1M
4 Barry Investment Advisors, LLC 4.57% 474,357 $20.7M
5 Altfest L J & Co Inc 4.48% 958,838 $41.9M
6 Lee Financial Co 4.24% 688,357 $30.1M
7 Disciplina Capital Management LLC 3.97% 858,130 $37.5M
8 Capital Investment Advisors, LLC 2.99% 4,277,778 $186.8M
9 AlTi Global, Inc. 2.66% 2,806,260 $122.5M
10 Windsor Advisory Group, LLC 2.47% 67,787 $3.0M
11 New Republic Capital, LLC 2.38% 161,621 $7.1M
12 True Blue Financial, LLC 2.05% 59,542 $2.6M
13 Keystone Financial Group, Inc. 1.85% 81,674 $3.6M
14 Crusonia Wealth Advisors LLC 1.78% 198,025 $8.6M
15 Flagstar Advisors Inc 1.75% 110,668 $4.8M
16 Glenview Trust Co 1.70% 2,474,953 $108.1M
17 Jaffetilchin Investment Partners, LLC 1.66% 637,494 $27.8M
18 New England Private Wealth Advisors LLC 1.61% 319,084 $13.9M
19 Partners Wealth Management, LLC 1.44% 31,925 $1.4M
20 Hobart Private Capital, LLC 1.30% 150,930 $6.6M
21 Millstone Evans Group, LLC 1.23% 46,956 $2.1M
22 Walker Asset Management, LLC 1.01% 42,734 $1.9M
23 Objective Capital Management, LLC 1.01% 22,909 $1.0M
24 BlueChip Wealth Advisors LLC 0.99% 51,883 $2.3M
25 Cottonwood Capital Advisors, LLC 0.97% 31,609 $1.4M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 212 funds were net buyers (51 opened a brand new position + 161 added to an existing one). Only 140 were sellers (110 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMLP holders?

Elite ownership — 43% AUM from top-100 funds: 24 of 388 holders are among the 100 largest funds by AUM, controlling 43% 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?

63% of holders stayed for 2+ years: 243 out of 388 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.

Is it too late to buy First Tr Exchange-Traded Fd (EMLP) following the 2026 Q1 hedge fund 13F filings?

As of today, EMLP has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), EMLP has gained -0.2% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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