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Summit Financial’s First Trust International Developed Capital Strength ETF FICS Stock Holding History

Summit Financial’s Portfolio FICS Stock Details FICS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
38,354
+1,192
+3% +$48.2K 0.02% 651
2025
Q4 		$1.49M Buy
37,162
+7,202
+24% +$280K 0.02% 553
2025
Q3 		$1.14M Buy
+29,960
New +$1.16M 0.02% 610

Other funds holding FICS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Summit Financial's FICS Position: Q1 2026 in Review

Summit Financial increased its First Trust International Developed Capital Strength ETF (FICS) stake by 3.2% in Q1 2026, buying an estimated $48.2K and bringing the position to 38,354 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #651.

Summit Financial first reported a position in FICS in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold FICS as of Q1 2026.

  • Summit Financial held 38,354 shares of First Trust International Developed Capital Strength ETF worth $1.5M as of Q1 2026.
  • Summit Financial bought 1,192 First Trust International Developed Capital Strength ETF shares in Q1 2026, an estimated $48.2K.
  • First Trust International Developed Capital Strength ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #651 holding.
  • Summit Financial first reported a position in First Trust International Developed Capital Strength ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust International Developed Capital Strength ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.