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First Tr Exchng Traded Fd Vi shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 45k 34.26
2025-06-30 $1.2M 39k 31.80

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View all positions for Summit Wealth Group Llc / Co

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CWM
Royal Bank of Canada
Wealth Enhancement Advisory Services
Mml Investors Services
Private Advisor
Cambridge Investment Research Advisors
Kestra Advisory Services
Goss Wealth Management
Harbour Investments

View all funds holding First Tr Exchng Traded Fd Vi