Sontag Advisory »

First Tr Viii Ft Etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of First Tr Viii Ft Etf shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in First Tr Viii Ft Etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Viii Ft Etf held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Viii Ft Etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $16M 852k 18.58

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding First Tr Viii Ft Etf

Morgan Stanley
Advisors Asset Management
Sontag Advisory
LPL Financial
Hunting Hill Global Capital
LLBH Private Wealth Management
Royal Bank of Canada
We Are One Seven
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Cohen & Steers Capital Management
LongView Wealth Management
Raymond James & Associates
Wells Fargo & Company
Sowell Financial Services

View all funds holding First Tr Viii Ft Etf