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Summit Financial’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Summit Financial’s Portfolio NFTY Stock Details NFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$381K Sell
7,081
-287
-4% -$15.3K ﹤0.01% 1209
2026
Q1 		$379K Sell
7,368
-278
-4% -$15.6K ﹤0.01% 1084
2025
Q4 		$446K Buy
7,646
+269
+4% +$15.7K 0.01% 923
2025
Q3 		$420K Buy
+7,377
New +$429K 0.01% 944

Other funds holding NFTY

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

Summit Financial's NFTY Position: Q2 2026 in Review

Summit Financial reduced its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 3.9% in Q2 2026, selling an estimated $15.3K and leaving 7,081 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Summit Financial first reported a position in NFTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $446K in Q4 2025. 52 funds tracked by Wall St. Rank hold NFTY as of Q2 2026.

  • Summit Financial held 7,081 shares of First Trust India Nifty 50 Equal Weight ETF worth $381K as of Q2 2026.
  • Summit Financial sold 287 First Trust India Nifty 50 Equal Weight ETF shares in Q2 2026, an estimated $15.3K.
  • First Trust India Nifty 50 Equal Weight ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1209 holding.
  • Summit Financial first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust India Nifty 50 Equal Weight ETF position peaked at $446K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.