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

Summit Wealth Partners’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	$309K	Buy	5,735 +317	+6%	+$16.9K	0.04%	225
2026 Q1	$279K	Sell	5,418 -608	-10%	-$34K	0.04%	224
2025 Q4	$351K	Sell	6,026 -496	-8%	-$29K	0.06%	153
2025 Q3	$371K	Buy	6,522 +57	+0.9%	+$3.31K	0.07%	159
2025 Q2	$388K	Buy	+6,465	New	+$373K	0.07%	154

Other funds holding NFTY

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Summit Wealth Partners's NFTY Position: Q2 2026 in Review

Summit Wealth Partners increased its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 5.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,735 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #225.

Summit Wealth Partners first reported a position in NFTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q2 2025. 20 funds tracked by Wall St. Rank hold NFTY as of Q2 2026.

Summit Wealth Partners held 5,735 shares of First Trust India Nifty 50 Equal Weight ETF worth $309K as of Q2 2026.
Summit Wealth Partners bought 317 First Trust India Nifty 50 Equal Weight ETF shares in Q2 2026, an estimated $16.9K.
First Trust India Nifty 50 Equal Weight ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #225 holding.
Summit Wealth Partners first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Partners's First Trust India Nifty 50 Equal Weight ETF position peaked at $388K in Q2 2025.
20 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.