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Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,365
Closed -$320K – 126
2023
Q1 		$320K Sell
10,365
-1,000
-9% -$30.2K 0.08% 106
2022
Q4 		$332K Hold
11,365
– – 0.08% 102
2022
Q3 		$327K Buy
11,365
+410
+4% +$12.1K 0.09% 92
2022
Q2 		$321K Buy
+10,955
New +$328K 0.08% 103

Other funds holding FAPR

MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Summit Financial Wealth Advisors's FAPR Position: Q2 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2023, closing a stake of 10,365 shares — an estimated $320K sold.

Summit Financial Wealth Advisors first reported a position in FAPR in Q2 2022 and held it in 4 quarters. The position peaked at $332K in Q4 2022. 81 funds tracked by Wall St. Rank hold FAPR as of Q2 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 10,365 FT Vest US Equity Buffer ETF April shares in Q2 2023, an estimated $320K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2022 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF April position peaked at $332K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.