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

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

Historical chart of Comprehensive 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 Comprehensive 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 Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $40M 1.4M 27.69
2023-09-30 $33M 1.2M 26.42

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Msci Eafe Smcp (HSCZ)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Comprehensive Wealth Management

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