Kingsview Wealth Management »

First Tr Exchange-traded Fd no amer energy shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded Fd no amer energy by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 61k 27.69
2023-09-30 $1.7M 64k 26.42
2023-06-30 $1.7M 65k 27.00
2023-03-31 $1.7M 62k 26.63
2022-12-31 $1.7M 62k 26.69
2022-09-30 $1.5M 60k 24.87
2022-06-30 $2.6M 101k 25.74
2022-03-31 $1.7M 61k 27.69
2021-12-31 $2.4M 97k 24.96
2021-09-30 $1.4M 61k 23.67
2021-06-30 $1.5M 62k 24.67
2021-03-31 $1.4M 59k 22.94
2020-12-31 $1.3M 62k 20.97
2020-09-30 $1.2M 65k 19.05
2020-06-30 $1.2M 61k 19.93
2020-03-31 $1.4M 76k 17.79
2019-12-31 $1.8M 72k 25.50
2019-09-30 $1.5M 58k 25.59
2019-06-30 $1.3M 51k 25.15
2019-03-31 $620k 25k 24.72

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

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