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First Tr Exchange Traded Fd senior ln shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $260k 5.7k 45.71
2024-03-31 $270k 5.8k 46.21
2023-12-31 $300k 6.5k 46.07
2023-09-30 $280k 6.1k 45.74
2023-06-30 $278k 6.1k 45.30

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding First Tr Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
One Capital Management
Wells Fargo & Company
UBS Group
First Trust Advisors
Raymond James Financial Services Advisors
Flaharty Asset Management
Envestnet Asset Management
Advisor Group Holdings
Welch & Forbes
Raymond James & Associates
Kovitz Investment Group Partners

View all funds holding First Tr Exchange Traded Fd senior ln