Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Summit Financial Wealth Advisors’s Portfolio FFEB Stock Details FFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,430	Closed	-$352K	–	128
2023 Q1	$352K	Buy	9,430 +1,790	+23%	+$65.4K	0.08%	99
2022 Q4	$272K	Hold	7,640	–	–	0.07%	113
2022 Q3	$266K	Sell	7,640 -100	-1%	-$3.55K	0.08%	105
2022 Q2	$274K	Buy	+7,740	New	+$278K	0.07%	108

Other funds holding FFEB

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2023, closing a stake of 9,430 shares — an estimated $352K sold.

Summit Financial Wealth Advisors first reported a position in FFEB in Q2 2022 and held it in 4 quarters. The position peaked at $352K in Q1 2023. 101 funds tracked by Wall St. Rank hold FFEB as of Q2 2023.

Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2023 after selling out during the quarter.
Summit Financial Wealth Advisors sold 9,430 FT Vest US Equity Buffer ETF February shares in Q2 2023, an estimated $352K.
Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q2 2022 and held it in 4 quarters.
Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF February position peaked at $352K in Q1 2023.
101 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2023.

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