First Tr Exchange-traded shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in First Tr Exchange-traded
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Quarterly reported holdings in First Tr Exchange-traded by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 23k | 50.21 |
| 2024-09-30 | $1.2M | 23k | 54.48 |
| 2024-06-30 | $1.2M | 24k | 50.52 |
| 2024-03-31 | $1.4M | 26k | 53.71 |
| 2023-12-31 | $1.3M | 25k | 51.68 |
| 2023-09-30 | $945k | 19k | 49.36 |
| 2023-06-30 | $894k | 17k | 52.85 |
| 2023-03-31 | $762k | 15k | 51.44 |
| 2022-12-31 | $757k | 15k | 51.09 |
| 2022-09-30 | $676k | 15k | 45.60 |
| 2022-06-30 | $688k | 14k | 49.11 |
| 2022-03-31 | $777k | 14k | 54.81 |
| 2021-12-31 | $708k | 12k | 57.22 |