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First Tr Exchange-traded Fd no amer energy shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1k 106 38.29
2025-06-30 $4.0k 106 37.51
2025-03-31 $4.0k 106 37.48
2024-12-31 $3.8k 106 35.65

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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