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First Tr Exchange-traded shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 99k 24.51
2024-09-30 $1.9M 77k 24.18

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Aon Shs Cl A (AON)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apollo Global Mgmt (APO)
Palantir Technologies Cl A (PLTR)

View all positions for Summit Trail Advisors

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
ARGI Investment Services
Cresset Asset Management
Private Advisor
LPL Financial
Stifel Financial
Raymond James Financial
Summit Trail Advisors
Rockefeller Capital Management
Integrated Wealth Concepts
Rock Creek Group
SRS Capital Advisors
Cedrus
Royal Bank of Canada

View all funds holding First Tr Exchange-traded