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First Tr Exchange-traded Fd no amer energy shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $665k 20k 33.60
2024-06-30 $381k 13k 30.46
2023-12-31 $346k 13k 27.69

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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

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

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