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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
2025-09-30 $11M 282k 38.29
2025-06-30 $11M 284k 37.51
2025-03-31 $11M 282k 37.49
2024-12-31 $9.8M 274k 35.65
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 Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Gold Trust Etf (IAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Utilities Select Sector Spdr Fund Etf (XLU)

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
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