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First Tr Exchange-traded Fd no amer energy shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of First Tr Exchange-traded Fd no amer energy (EMLP) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 6.1k 35.65
2024-09-30 $246k 7.3k 33.60

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View all positions for Legacy Capital Group California

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

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

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