First Tr Exchng Traded Fd Vi shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in First Tr Exchng Traded Fd Vi
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $548k | 18k | 29.89 |
| 2024-06-30 | $559k | 19k | 28.92 |
| 2024-03-31 | $540k | 19k | 27.96 |
| 2023-12-31 | $517k | 20k | 26.57 |
| 2023-09-30 | $492k | 20k | 24.49 |
| 2023-06-30 | $578k | 23k | 25.04 |
| 2023-03-31 | $550k | 24k | 23.47 |
| 2022-12-31 | $542k | 24k | 22.21 |
| 2022-09-30 | $513k | 25k | 20.84 |
| 2022-06-30 | $528k | 25k | 21.46 |
| 2022-03-31 | $448k | 19k | 23.77 |
| 2021-12-31 | $438k | 18k | 24.03 |