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 $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return