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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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Summit Financial's NFTY Position: Q1 2026 in Review

Summit Financial reduced its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 3.6% in Q1 2026, selling an estimated $15.6K and leaving 7,368 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Summit Financial first reported a position in NFTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 58 funds tracked by Wall St. Rank hold NFTY as of Q1 2026.

  • Summit Financial held 7,368 shares of First Trust India Nifty 50 Equal Weight ETF worth $379K as of Q1 2026.
  • Summit Financial sold 278 First Trust India Nifty 50 Equal Weight ETF shares in Q1 2026, an estimated $15.6K.
  • First Trust India Nifty 50 Equal Weight ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1084 holding.
  • Summit Financial first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust India Nifty 50 Equal Weight ETF position peaked at $446K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q1 2026.

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