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

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

Historical chart of Northwest 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 Northwest Wealth Management 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $537k 19k 27.69
2023-09-30 $534k 20k 26.42
2023-06-30 $546k 20k 27.00
2023-03-31 $537k 20k 26.63
2022-12-31 $552k 21k 26.69
2022-09-30 $514k 21k 24.90
2022-06-30 $547k 21k 25.74
2022-03-31 $605k 22k 27.67
2021-12-31 $545k 22k 24.96
2021-09-30 $516k 22k 23.65
2021-06-30 $509k 21k 24.45
2021-03-31 $472k 21k 22.81
2020-12-31 $436k 21k 20.95
2020-09-30 $397k 21k 19.05
2020-06-30 $394k 20k 19.93
2020-03-31 $382k 22k 17.81
2019-12-31 $1.1M 42k 25.49
2019-09-30 $1.3M 51k 25.58
2019-06-30 $1.1M 42k 25.15
2019-03-31 $939k 38k 24.73
2018-12-31 $709k 33k 21.46
2018-09-30 $775k 33k 23.46
2018-06-30 $767k 33k 23.22
2018-03-31 $625k 29k 21.92
2017-12-31 $700k 29k 24.59
2017-09-30 $247k 10k 24.82
2017-06-30 $444k 18k 24.56
2017-03-31 $457k 18k 25.28
2016-12-31 $377k 15k 25.25

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest 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