FIRST TR EXCHNG TRADED FD VI

Ticker: BUFR CUSIP: 33740F755 Class: FT VEST LADDERED

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,998 Value ($000) $925 Avg Close Range
Q3 2025
Shares 17,425 Value ($000) $582 Avg Close Range
Q2 2025
Shares 16,595 Value ($000) $528 Avg Close Range
Q1 2025
Shares 16,840 Value ($000) $500 Avg Close Range
Q4 2024
Shares 17,836 Value ($000) $543 Avg Close Range
Q3 2024
Shares 18,324 Value ($000) $548 Avg Close Range
Q2 2024
Shares 19,324 Value ($000) $559 Avg Close Range
Q1 2024
Shares 19,324 Value ($000) $540 Avg Close Range
Q4 2023
Shares 19,459 Value ($000) $517 Avg Close Range
Q3 2023
Shares 20,085 Value ($000) $492 Avg Close Range
Q2 2023
Shares 23,074 Value ($000) $578 Avg Close Range
Q1 2023
Shares 23,450 Value ($000) $550 Avg Close Range
Q4 2022
Shares 24,406 Value ($000) $542 Avg Close Range
Q3 2022
Shares 24,593 Value ($000) $513 Avg Close Range
Q2 2022
Shares 24,593 Value ($000) $528 Avg Close Range
Q1 2022
Shares 18,866 Value ($000) $448 Avg Close Range
Q4 2021
Shares 18,220 Value ($000) $438 Avg Close Range