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First Tr Exchange-traded Fd no amer energy shares owned by Wela Strategies

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

Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 68k 38.29
2025-06-30 $2.5M 66k 37.51
2025-03-31 $2.4M 64k 37.49
2024-12-31 $2.5M 69k 35.65
2024-09-30 $2.1M 64k 33.60
2024-06-30 $3.0M 99k 30.46
2024-03-31 $2.9M 97k 29.53
2023-12-31 $2.3M 81k 27.69
2023-09-30 $2.1M 81k 26.42
2023-06-30 $1.8M 67k 27.00
2023-03-31 $1.8M 68k 26.63
2022-12-31 $2.7M 100k 26.69
2022-09-30 $2.3M 93k 24.88
2022-06-30 $2.1M 80k 25.74
2022-03-31 $2.3M 83k 27.69
2021-12-31 $2.2M 89k 24.96
2021-09-30 $2.1M 87k 23.67
2021-06-30 $2.1M 87k 24.46
2021-03-31 $1.9M 85k 22.81
2020-12-31 $1.7M 80k 20.97
2020-09-30 $1.6M 83k 19.03
2020-06-30 $1.4M 71k 19.94
2020-03-31 $1.2M 68k 17.78
2019-12-31 $1.7M 66k 25.50
2019-09-30 $1.7M 67k 25.60
2019-06-30 $2.9M 115k 25.15
2019-03-31 $2.8M 114k 24.73
2018-12-31 $2.6M 121k 21.45
2018-09-30 $2.9M 123k 23.46
2018-06-30 $2.9M 126k 23.22
2018-03-31 $2.7M 121k 21.90

More positions owned by Wela Strategies

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Indl (XLI)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wela Strategies

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