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First Tr Exchange-traded shares owned by Sontag Advisory

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 591 19.21

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Ameriprise Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Raymond James Financial
Branch Banking & Trust Company
Cetera Investment Advisers
Stifel Financial
Stephens
Assetmark

View all funds holding First Tr Exchange-traded