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First Tr Exchange-traded Fd no amer energy shares owned by Tandem Financial

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

Historical chart of Tandem Financial 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 Tandem Financial 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 27k 38.29
2025-06-30 $1.0M 27k 37.51
2025-03-31 $970k 26k 37.49

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tandem Financial

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