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First Tr Exchange-traded Fd no amer energy shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private Wealth Advisors investment in First Tr Exchange-traded Fd no amer energy

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All positions including First Tr Exchange-traded Fd no amer energy held by New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 304k 38.29
2025-06-30 $12M 302k 38.09
2025-03-31 $11M 295k 37.49
2024-12-31 $10M 286k 35.65
2024-09-30 $9.0M 269k 33.60
2024-03-31 $7.7M 262k 29.48
2023-12-31 $7.1M 256k 27.69
2023-09-30 $6.7M 255k 26.42
2023-06-30 $6.8M 251k 27.00
2023-03-31 $6.9M 259k 26.63
2022-12-31 $6.8M 256k 26.69
2022-09-30 $5.7M 230k 24.89
2022-06-30 $2.8M 101k 27.70
2022-03-31 $2.8M 101k 27.70
2021-12-31 $248k 9.9k 25.08
2021-09-30 $232k 9.8k 23.60
2021-06-30 $248k 10k 24.42
2021-03-31 $230k 10k 22.83
2020-12-31 $209k 10k 20.93
2020-09-30 $277k 15k 18.92
2020-06-30 $297k 15k 19.98
2020-03-31 $336k 19k 17.77
2019-12-31 $719k 28k 25.46
2019-09-30 $719k 28k 25.62
2019-06-30 $703k 28k 25.20
2019-03-31 $852k 34k 24.75
2018-12-31 $734k 34k 21.43
2018-09-30 $1.1M 48k 23.44
2018-06-30 $1.4M 59k 23.21
2018-03-31 $1.7M 77k 21.87
2017-12-31 $2.1M 84k 24.55
2017-09-30 $2.3M 92k 24.78
2017-06-30 $2.7M 110k 24.57
2017-03-31 $2.8M 109k 25.33
2016-12-31 $2.7M 109k 25.25
2016-09-30 $2.7M 108k 25.31
2016-06-30 $2.5M 102k 24.65
2016-03-31 $1.5M 69k 21.81
2015-12-31 $1.7M 82k 20.18
2015-09-30 $4.9M 222k 21.87
2015-06-30 $6.9M 272k 25.37
2015-03-31 $8.5M 317k 26.84
2014-12-31 $8.7M 308k 28.25
2014-09-30 $6.7M 246k 27.15
2014-06-30 $5.9M 220k 27.02
2014-03-31 $4.7M 194k 24.28
2013-12-31 $4.7M 202k 23.50
2013-09-30 $4.2M 186k 22.85
2013-06-30 $1.7M 75k 23.15
2013-03-31 $1.0M 43k 23.54
2012-12-31 $702k 34k 20.83

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth Advisors

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