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First Tr Exchange-traded Fd cmn shares owned by Summit Financial

Quarter-by-quarter ownership of First Tr Exchange-traded Fd cmn (HYLS) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in First Tr Exchange-traded Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd cmn 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 cmn by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $392k 9.4k 41.86
2025-09-30 $589k 14k 42.05
2025-06-30 $791k 19k 41.81
2025-03-31 $1.6M 40k 41.04

More positions owned by Summit Financial

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Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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 cmn

LPL Financial
First Trust Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Wiley Bros.-aintree Capital
Kmg Fiduciary Partners
Vestmark Advisory Solutions
Stifel Financial
Park National Corp
Mount Yale Investment Advisors
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded Fd cmn