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First Tr Mlp & Energy Income shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of First Tr Mlp & Energy Income (FEI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in First Tr Mlp & Energy Income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Mlp & Energy Income held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Mlp & Energy Income by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $266k 31k 8.57
2023-09-30 $206k 26k 7.91
2023-06-30 $204k 27k 7.71
2023-03-31 $164k 22k 7.64

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding First Tr Mlp & Energy Income

Saba Capital Management
Advisors Asset Management
UBS Group
Goldman Sachs Group
LongView Wealth Management
Bridges Investment Management
Wolverine Asset Management
Royal Bank of Canada
Cambridge Advisors
Clough Capital Partners
Anfield Capital Management
Wealth Enhancement Advisory Services
Almitas Capital
Cambridge Investment Research Advisors
BBK Capital Partners

View all funds holding First Tr Mlp & Energy Income