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First Tr Exchange Traded Fd low beta income shares owned by Summit Financial

Quarter-by-quarter ownership of First Tr Exchange Traded Fd low beta income (FTQI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in First Tr Exchange Traded Fd low beta income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd low beta income 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 Exchange Traded Fd low beta income by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $567k 28k 20.60

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)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
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 Exchange Traded Fd low beta income

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