Sun Financial »

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

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

Historical chart of Sun 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 Sun Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd low beta income by Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 243k 20.82

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
Tidal Trust Iii Fundstrat Granny
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding First Tr Exchange Traded Fd low beta income

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Integrated Wealth Concepts
Fifth Third Securities
Snowden Capital Advisors
Cetera Investment Advisers
Sun Financial
Advisor Group Holdings
Ameritas Advisory Services
Sowell Financial Services
Private Advisor
RiverTree Advisors
Cambridge Investment Research Advisors
Envestnet Asset Management

View all funds holding First Tr Exchange Traded Fd low beta income