Summit Financial, LLC First Trust ETF Vi First Trust Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Trust ETF Vi First Trust stock. As of the latest transaction made, Summit Financial, LLC holds 27,509 shares of FTQI stock, worth $571,361. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,509

Holding current value

$571,361

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$19.5 - $20.79 $536,425 - $571,912	27,509 New	27,509 $566,000

Others Institutions Holding FTQI

# of Institutions

Shares Held

11.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$59.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.59M
Shares

$33.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

1.1M
Shares

$22.9 Million
0.03% of portfolio
Integrated Wealth Concepts LLC

680K
Shares

$14.1 Million
0.14% of portfolio
Fifth Third Securities, Inc.

595K
Shares

$12.4 Million
0.86% of portfolio

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About FIRST TRUST ETF VI FIRST TRUST

Ticker FTQI
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Summit Financial, LLC First Trust ETF Vi First Trust Transaction History