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First Tr Exchange-traded Fd no amer energy shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 39k 33.60
2024-03-31 $1.1M 38k 29.53
2023-12-31 $1.0M 38k 27.69
2022-12-31 $865k 32k 26.69
2022-09-30 $805k 32k 24.88

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View all positions for Icon Wealth Advisors

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

Morgan Stanley
Capital Investment Advisors
AlTi Global
Glenview Trust
Wells Fargo & Company
LPL Financial
Sontag Advisory
Bank of America Corporation
Royal Bank of Canada
ARGI Investment Services
Comprehensive Wealth Management
Welch & Forbes
Glenmede Trust Company
Altfest L J & Co
Arvest Trust Co N A

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