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First Tr Exch Traded Fd Iii shares owned by Summit Financial

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (SDVD) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in First Tr Exch Traded Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $717k 33k 21.46

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View all positions for Summit Financial

Top funds holding First Tr Exch Traded Fd Iii

Raymond James Financial
Steward Partners Investment Advisory
Commonwealth Equity Services
LPL Financial
Stephens
Southern Capital Services
Stifel Financial
Royal Bank of Canada
Cetera Investment Advisers
Kestra Advisory Services
Capital Investment Advisors
Advisor Group Holdings
Snowden Capital Advisors
Private Advisor
Bullseye Investment Management

View all funds holding First Tr Exch Traded Fd Iii