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First Trust Amex Biotech Index Fnd shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in First Trust Amex Biotech Index Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Amex Biotech Index Fnd 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 Trust Amex Biotech Index Fnd by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $416k 2.0k 206.52
2025-06-30 $349k 2.2k 161.33

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View all positions for Summit Wealth Group Llc / Co

Top funds holding First Trust Amex Biotech Index Fnd

LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial
Berger Financial Group
Envestnet Asset Management
360 Financial
Stonebridge Financial Group
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings
D.A. Davidson & Co.

View all funds holding First Trust Amex Biotech Index Fnd