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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
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)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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