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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.9M | 110k | 26.17 |
| 2025-06-30 | $2.6M | 101k | 25.63 |
| 2025-03-31 | $2.7M | 103k | 26.05 |
| 2024-12-31 | $2.4M | 99k | 24.51 |
| 2024-09-30 | $1.9M | 77k | 24.18 |