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First Tr Exch Traded Fd Iii cmn shares owned by Summit Financial

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in First Tr Exch Traded Fd Iii cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii cmn held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $555k 29k 19.39
2025-09-30 $676k 35k 19.34

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding First Tr Exch Traded Fd Iii cmn

UBS Group
Royal Bank of Canada
LPL Financial
Goss Wealth Management
Chas. P. Smith & Associates, PA, CPA's
Envestnet Asset Management
Merit Financial Group
Raymond James Financial
Montis Financial
Branch Banking & Trust Company
Fukoku Mutual Life Insurance
Legacy Edge Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Citizens Financial Group
Cetera Investment Advisers

View all funds holding First Tr Exch Traded Fd Iii cmn