Summit Financial, LLC First Tr Exchange Traded Fd Fi Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Summit Financial, LLC holds 6,897 shares of FXZ stock, worth $417,199. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,897

Holding current value

$417,199

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$56.19 - $62.9 $387,542 - $433,821	6,897 New	6,897 $424,000

Others Institutions Holding FXZ

# of Institutions

108

Shares Held

2.38M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

344K
Shares

$20.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$12.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

177K
Shares

$10.7 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

145K
Shares

$8.78 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

125K
Shares

$7.56 Million
0.0% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

More about FXZ

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Summit Financial, LLC First Tr Exchange Traded Fd Fi Transaction History