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First Tr Exchange Traded Fd first tr nasdaq shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr nasdaq (RDVY) 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 Fd first tr nasdaq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr nasdaq 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 Fd first tr nasdaq by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 181k 69.49
2025-06-30 $9.0M 143k 62.74

More positions owned by Summit Wealth Group Llc / Co

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Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
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UBS Group
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Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cambridge Investment Research Advisors
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View all funds holding First Tr Exchange Traded Fd first tr nasdaq