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D First Tr Exchange-traded shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded 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 D First Tr Exchange-traded by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 12k 18.22

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Ameriprise Financial
HighTower Advisors
Cetera Investment Advisers
Stonebridge Advisors
Kestra Advisory Services
Stifel Financial
Rockefeller Capital Management
Advisory Alpha
Advisor Group Holdings
SRS Capital Advisors

View all funds holding D First Tr Exchange-traded