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First Tr Exchange-traded shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchange-traded (MISL) 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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $604k 14k 42.79
2025-06-30 $527k 14k 37.36

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding First Tr Exchange-traded

First Trust Advisors
Harel Insurance Investments & Financial Services
LPL Financial
Nilsine Partners
Advisory Services Network
Goss Wealth Management
WCG Wealth Advisors
Mml Investors Services
Key Client Fiduciary Advisors
Wiley Bros.-aintree Capital
Advisor Group Holdings
D.A. Davidson & Co.
Raymond James Financial
Mutual Advisors
Janney Montgomery Scott

View all funds holding First Tr Exchange-traded