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First Tr Exchng Traded Fd Vi shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XIDE) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Group Llc / Co 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 Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 7.5k 30.16
2025-06-30 $228k 7.5k 30.34

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View all positions for Summit Wealth Group Llc / Co

Top funds holding First Tr Exchng Traded Fd Vi

Stephens
Sequent Planning
Advisory Resource Group
Harbour Investments
Triad Wealth Partners
Accel Wealth Management
Cetera Investment Advisers
Mariner Wealth Advisors
Kestra Advisory Services
Citadel Advisors
Keystone Wealth Services
Commonwealth Equity Services
Susquehanna International
PFG Advisors
Focus Financial Network

View all funds holding First Tr Exchng Traded Fd Vi