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First Tr Exchng Traded Fd Vi shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (QDEC) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi 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 Exchng Traded Fd Vi by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $560k 22k 26.06
2024-03-31 $551k 22k 24.85
2023-12-31 $396k 17k 23.66
2023-09-30 $302k 13k 22.63