Peak Planning Group »

First Tr Exchange-traded Fd no amer energy shares owned by Peak Planning Group

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

Historical chart of Peak Planning 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 Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded Fd no amer energy by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $668k 15k 43.66

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

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

Capital Investment Advisors
AlTi Global
Cresset Asset Management
Glenview Trust
LPL Financial
Wells Fargo & Company
Sontag Advisory
UBS Group
Glenmede Trust Company
Welch & Forbes
Rockefeller Capital Management
Disciplina Capital Management
Commonwealth Equity Services
Raymond James Financial
Mariner Wealth Advisors

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