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First Tr Exchange-traded Fd no amer energy shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 274k 33.60
2024-06-30 $8.4M 276k 30.46
2024-03-31 $8.0M 272k 29.53
2023-12-31 $7.8M 280k 27.69
2023-09-30 $7.4M 280k 26.42
2023-06-30 $8.3M 306k 27.00
2023-03-31 $6.6M 248k 26.63
2022-12-31 $3.8M 142k 26.69
2022-09-30 $2.7M 107k 24.88
2022-06-30 $2.8M 108k 25.74
2022-03-31 $3.1M 111k 27.69
2021-12-31 $2.6M 102k 24.96
2021-09-30 $2.5M 106k 23.67
2021-06-30 $2.4M 98k 24.46
2021-03-31 $2.2M 97k 22.81
2020-12-31 $2.1M 98k 20.97
2020-09-30 $2.0M 104k 19.04
2020-06-30 $1.7M 84k 19.94
2020-03-31 $208k 12k 17.83
2019-12-31 $297k 12k 25.46

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

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