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

Summit Financial Wealth Advisors’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,151
Closed -$308K – 153
2024
Q4 		$308K Sell
8,151
-736,236
-99% -$27.2M 0.06% 116
2024
Q3 		$27.2M Sell
744,387
-752,678
-50% -$26.9M 5.1% 4
2024
Q2 		$53M Sell
1,497,065
-15,982
-1% -$553K 10.75% 1
2024
Q1 		$52.1M Buy
+1,513,047
New +$50.9M 10.56% 1

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Summit Financial Wealth Advisors's GFEB Position: Q1 2025 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q1 2025, closing a stake of 8,151 shares — an estimated $308K sold.

Summit Financial Wealth Advisors first reported a position in GFEB in Q1 2024 and held it in 4 quarters. The position peaked at $53M in Q2 2024. 113 funds tracked by Wall St. Rank hold GFEB as of Q1 2025.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,151 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2025, an estimated $308K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $53M in Q2 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.