Summit Financial
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Summit Financial’s FT Vest Laddered Autocallable Barrier & Resilient Income ETF ACYS Stock Holding History

Summit Financial’s Portfolio ACYS Stock Details ACYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.92M Buy
+239,230
New +$4.9M 0.05% 368

Other funds holding ACYS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stonebridge Financial Group
Stonebridge Financial Group San Rafael, California $815M AUM
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial's ACYS Position: Q3 2026 in Review

Summit Financial opened a new position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) in Q3 2026: 239,230 shares worth $4.92M. The stake represents 0.05% of the portfolio and ranks #368 among its holdings.

104 funds tracked by Wall St. Rank hold ACYS as of Q3 2026.

  • Summit Financial held 239,230 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $4.92M as of Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF was a new Summit Financial position in Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 0.05% of Summit Financial's portfolio in Q3 2026, its #368 holding.
  • 104 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.