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First Tr Exchange-traded shares owned by Sulzberger Capital Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) shares owned by Sulzberger Capital Advisors from 13F filings

Historical chart of Sulzberger Capital Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Sulzberger Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Sulzberger Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 177k 20.41
2025-06-30 $207k 10k 20.32

More positions owned by Sulzberger Capital Advisors

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Vest Investment (LQTI)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nextera Energy (NEE)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)

View all positions for Sulzberger Capital Advisors

Top funds holding First Tr Exchange-traded

Guardian Wealth Advisors, Llc / Nc
Aptus Capital Advisors
Commonwealth Equity Services
Cooper Capital Advisors
LexAurum Advisors
Sulzberger Capital Advisors
Prosperity Financial Group
Cetera Investment Advisers
Resources Investment Advisors
Independent Wealth Network
American Financial Advisors
Advisory Services Network
Jane Street
Bullseye Investment Management
H D Vest Advisory Services

View all funds holding First Tr Exchange-traded