Who Owns FIRST TR EXCHANGE EXTD FD (EMLP)? -- Institutional Holders (2026-06-30)

407 institutions reported holding $3.00B of FIRST TR EXCHANGE EXTD FD (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

来源：SEC 13F 申报文件 · 截至 2026-06-30