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

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $840k 25k 33.60
2024-06-30 $761k 25k 30.46
2024-03-31 $791k 27k 29.53

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

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

Morgan Stanley
Capital Investment Advisors
AlTi Global
Glenview Trust
Wells Fargo & Company
LPL Financial
Sontag Advisory
Bank of America Corporation
Royal Bank of Canada
ARGI Investment Services
Comprehensive Wealth Management
Welch & Forbes
Glenmede Trust Company
Altfest L J & Co
Arvest Trust Co N A

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