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First Tr Exchange-traded Fd no amer energy shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $23M 955k 24.46
2021-03-31 $22M 983k 22.81
2020-12-31 $21M 1.0M 20.97
2020-09-30 $20M 1.0M 19.04
2020-06-30 $22M 1.1M 19.94
2020-03-31 $20M 1.1M 17.79
2019-12-31 $30M 1.2M 25.49
2019-09-30 $29M 1.1M 25.59
2019-06-30 $28M 1.1M 25.15
2019-03-31 $27M 1.1M 24.73
2018-12-31 $22M 1.0M 21.45
2018-09-30 $23M 974k 23.46
2018-06-30 $20M 841k 23.22
2018-03-31 $19M 863k 21.90
2017-12-31 $21M 844k 24.56

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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

Morgan Stanley
Capital Investment Advisors
AlTi Global
Glenview Trust
LPL Financial
Cresset Asset Management
Wells Fargo & Company
Sontag Advisory
ARGI Investment Services
Royal Bank of Canada
UBS Group
Welch & Forbes
Disciplina Capital Management
Rockefeller Capital Management
Raymond James Financial

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