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First Tr Exchange Traded Fd senior ln shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln 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 First Tr Exchange Traded Fd senior ln by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 4.4k 45.88

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View all positions for Summit Wealth Group Llc / Co

Top funds holding First Tr Exchange Traded Fd senior ln

LPL Financial
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One Capital Management
First Trust Advisors
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Welch & Forbes
Virtue Capital Management
Colony
Envestnet Asset Management
Advisor Group Holdings
Hikari Tsushin
TL Private Wealth

View all funds holding First Tr Exchange Traded Fd senior ln