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First Tr Exchange-traded Fd no amer energy shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded Fd no amer energy (EMLP) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in First Tr Exchange-traded Fd no amer energy

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd no amer energy held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd no amer energy by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 6.4k 29.53
2023-12-31 $176k 6.4k 27.69
2023-09-30 $274k 10k 26.42
2023-06-30 $280k 10k 27.00
2023-03-31 $367k 14k 26.63
2022-12-31 $368k 14k 26.69
2022-09-30 $343k 14k 24.86
2022-06-30 $475k 19k 25.72
2022-03-31 $791k 29k 27.70
2021-12-31 $744k 30k 24.97
2021-09-30 $808k 34k 23.66
2021-06-30 $835k 34k 24.45
2021-03-31 $788k 35k 22.81
2020-12-31 $725k 35k 20.98
2020-09-30 $658k 35k 19.04
2020-06-30 $689k 35k 19.94
2020-03-31 $615k 35k 17.80
2019-12-31 $881k 35k 25.50
2019-09-30 $1.0M 39k 25.59
2019-06-30 $988k 39k 25.16
2019-03-31 $1.2M 49k 24.74
2018-12-31 $2.0M 93k 21.45
2018-09-30 $42M 1.8M 23.46
2018-06-30 $55M 2.3M 23.22
2018-03-31 $47M 2.1M 21.90
2017-12-31 $50M 2.0M 24.56
2017-09-30 $48M 1.9M 24.80
2017-06-30 $47M 1.9M 24.55
2017-03-31 $47M 1.9M 25.30
2016-12-31 $44M 1.8M 25.24
2016-09-30 $44M 1.7M 25.32
2016-06-30 $43M 1.7M 24.68
2016-03-31 $38M 1.7M 21.86
2015-12-31 $29M 1.4M 20.18
2015-09-30 $22M 1.0M 21.88
2015-06-30 $39M 1.5M 25.37
2015-03-31 $39M 1.4M 26.87
2014-12-31 $31M 1.1M 28.15

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Glassman Wealth Services

Top funds holding First Tr Exchange-traded Fd no amer energy

AlTi Global
Capital Investment Advisors
Glenview Trust
Royal Bank of Canada
Wells Fargo & Company
Sontag Advisory
Bank of America Corporation
UBS Group
Comprehensive Wealth Management
Perella Weinberg Partners Capital Management
Welch & Forbes
Altfest L J & Co
Arvest Trust Co N A
Mariner Wealth Advisors
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded Fd no amer energy