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First Tr Exchange-traded Fd no amer energy shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded Fd no amer energy (EMLP) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North 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 1 North 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 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.5M 59k 25.49
2019-09-30 $1.4M 56k 25.59
2019-03-31 $6.5M 262k 24.73
2018-12-31 $4.7M 218k 21.45

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North 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