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First Tr Exchng Traded Fd Vi shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (YSEP) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors 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 Investment Advisors 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $580k 22k 26.01
2025-09-30 $568k 22k 25.50
2025-06-30 $576k 24k 24.40
2025-03-31 $528k 23k 22.73
2024-12-31 $417k 19k 21.70
2024-09-30 $362k 16k 22.82
2024-06-30 $238k 11k 21.58
2024-03-31 $150k 7.0k 21.60
2023-12-31 $72k 3.5k 20.74