Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,219	Closed	-$915K	–	130
2023 Q1	$915K	Buy	27,219 +4,325	+19%	+$141K	0.22%	55
2022 Q4	$718K	Hold	22,894	–	–	0.17%	66
2022 Q3	$703K	Buy	22,894 +4,840	+27%	+$152K	0.2%	59
2022 Q2	$563K	Buy	18,054 +5,694	+46%	+$181K	0.13%	72
2022 Q1	$419K	Sell	12,360 -433,995	-97%	-$14.2M	0.08%	87
2021 Q4	$14.8M	Buy	446,355 +803	+0.2%	+$26.2K	2.87%	8
2021 Q3	$14.2M	Sell	445,552 -2,079	-0.5%	-$66.6K	3.21%	8
2021 Q2	$14.2M	Buy	+447,631	New	+$13.9M	3.2%	9

Other funds holding FMAR

Commonwealth Equity Services

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return