Who Owns FIRST TR EXCHANGE-TRADED FD IV (EMLP)? -- Institutional Holders (2026-06-30)
406 institutions reported holding $3.00B of FIRST TR EXCHANGE-TRADED FD IV (EMLP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($786.2M), Capital Investment Advisors, LLC ($189.3M), Cresset Asset Management, LLC ($130.9M), AlTi Global, Inc. ($122.4M), LPL Financial LLC ($118.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $786.2M | 18.1M | Trimmed |
| 2 | Capital Investment Advisors, LLC | $189.3M | 4.4M | Added |
| 3 | Cresset Asset Management, LLC | $130.9M | 3.0M | Added |
| 4 | AlTi Global, Inc. | $122.4M | 2.8M | Added |
| 5 | LPL Financial LLC | $118.5M | 2.7M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $111.0M | 2.6M | Added |
| 7 | Glenview Trust Co | $107.2M | 2.5M | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $104.3M | 2.4M | Added |
| 9 | Wealthspire Advisors, LLC | $90.4M | 2.1M | Added |
| 10 | Cerity Partners OCIO LLC | $71.0M | 1.6M | Trimmed |
| 11 | Royal Bank of Canada | $61.4M | 1.4M | Added |
| 12 | UBS Group AG | $59.1M | 1.4M | Added |
| 13 | Rockefeller Capital Management L.P. | $44.5M | 1.0M | Added |
| 14 | GLENMEDE TRUST CO NA | $44.2M | 1.0M | Trimmed |
| 15 | WELCH & FORBES LLC | $40.8M | 937,533 | Trimmed |
| 16 | ALTFEST L J & CO INC | $40.6M | 933,490 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $40.4M | 929,828 | Added |
| 18 | Disciplina Capital Management LLC | $39.9M | 917,917 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 908,936 | Added |
| 20 | Mariner, LLC | $33.2M | 763,564 | Trimmed |
| 21 | Lee Financial Co | $30.2M | 693,567 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $22.5M | 516,831 | Added |
| 23 | Modern Wealth Management, LLC | $22.2M | 509,418 | Trimmed |
| 24 | Barry Investment Advisors, LLC | $21.9M | 502,343 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $21.5M | 493,559 | Added |
Source: SEC Form 13F filings · as of 2026-06-30