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First Tr Exchange-traded Fd no amer energy shares owned by Great Diamond Partners

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

Historical chart of Great Diamond 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 Great Diamond 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 Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 32k 35.65
2024-09-30 $1.1M 33k 33.60
2024-06-30 $1.0M 33k 30.46
2024-03-31 $1.0M 35k 29.53
2023-12-31 $997k 36k 27.69
2023-09-30 $881k 33k 26.42
2023-06-30 $879k 33k 27.00

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View all positions for Great Diamond Partners

Top funds holding First Tr Exchange-traded Fd no amer energy

Capital Investment Advisors
AlTi Global
Glenview Trust
Wells Fargo & Company
Cresset Asset Management
LPL Financial
Sontag Advisory
Bank of America Corporation
UBS Group
Royal Bank of Canada
ARGI Investment Services
Comprehensive Wealth Management
Welch & Forbes
Glenmede Trust Company
Altfest L J & Co

View all funds holding First Tr Exchange-traded Fd no amer energy