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First Tr Exchange-traded Fd no amer energy shares owned by World Equity Group

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

Historical chart of World Equity 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 World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 54k 38.29
2025-06-30 $985k 26k 37.51
2025-03-31 $889k 24k 37.49
2024-12-31 $779k 22k 35.65

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

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