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First Tr Exchange-traded shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth 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 Summit Financial Wealth 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 366k 25.81
2025-03-31 $8.3M 348k 23.72
2024-12-31 $8.0M 317k 25.28

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded