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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
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)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

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

AlTi Global
Capital Investment Advisors
Glenview Trust
Royal Bank of Canada
Wells Fargo & Company
Sontag Advisory
Bank of America Corporation
UBS Group
Comprehensive Wealth Management
Perella Weinberg Partners Capital Management
Welch & Forbes
Altfest L J & Co
Arvest Trust Co N A
Mariner Wealth Advisors
Rockefeller Capital Management

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