Sontag Advisory »

First Tr Viii Ft Etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of First Tr Viii Ft Etf (EIPI) 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
2025-09-30 $17M 856k 19.82
2025-06-30 $17M 835k 19.72
2025-03-31 $18M 906k 20.29
2024-12-31 $17M 878k 19.49
2024-09-30 $17M 858k 19.35
2024-06-30 $16M 852k 18.58

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding First Tr Viii Ft Etf

Morgan Stanley
LPL Financial
LLBH Private Wealth Management
UBS Group
Sontag Advisory
Modern Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial
Advisor Group Holdings
Summit Financial
LongView Wealth Management
Cetera Investment Advisers
Sowell Financial Services
Retirement Planning Co of New England

View all funds holding First Tr Viii Ft Etf