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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 27,219 shares — an estimated $915K sold.

Summit Financial Wealth Advisors first reported a position in FMAR in Q2 2021 and held it in 8 quarters. The position peaked at $14.8M in Q4 2021. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
Summit Financial Wealth Advisors sold 27,219 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $915K.
Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q2 2021 and held it in 8 quarters.
Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $14.8M in Q4 2021.
68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

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