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

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

Historical chart of TrueWealth Financial Partners 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 TrueWealth Financial Partners 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 65k 37.87

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

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
Royal Bank of Canada
UBS Group
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