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

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 8.8k 38.29
2025-06-30 $319k 8.5k 37.51
2025-03-31 $256k 6.8k 37.49

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Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
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View all positions for National Wealth Management Group

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