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

Summit Financial Wealth Advisors’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81,550
Closed -$2.67M – 135
2023
Q4 		$2.67M Sell
81,550
-7,076
-8% -$223K 0.61% 37
2023
Q3 		$2.76M Sell
88,626
-5,315
-6% -$165K 0.68% 33
2023
Q2 		$2.92M Buy
+93,941
New +$2.83M 0.67% 33

Other funds holding GAPR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Summit Financial Wealth Advisors's GAPR Position: Q1 2024 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q1 2024, closing a stake of 81,550 shares — an estimated $2.67M sold.

Summit Financial Wealth Advisors first reported a position in GAPR in Q2 2023 and held it in 3 quarters. The position peaked at $2.92M in Q2 2023. 55 funds tracked by Wall St. Rank hold GAPR as of Q1 2024.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 81,550 FT Vest US Equity Moderate Buffer ETF April shares in Q1 2024, an estimated $2.67M.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Moderate Buffer ETF April position peaked at $2.92M in Q2 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.