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First Tr Exchange-traded Fd no amer energy shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 38k 27.69
2022-12-31 $865k 32k 26.69
2022-09-30 $805k 32k 24.88

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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