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Advisornet Financial’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Advisornet Financial’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,728
Closed -$114K – 2432
2023
Q2 		$114K Buy
+5,728
New +$112K 0.01% 615

Other funds holding YSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

Advisornet Financial's YSEP Position: Q3 2023 in Review

Advisornet Financial sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q3 2023, closing a stake of 5,728 shares — an estimated $114K sold.

Advisornet Financial first reported a position in YSEP in Q2 2023 and held it in 1 quarter. The position peaked at $114K in Q2 2023. 19 funds tracked by Wall St. Rank hold YSEP as of Q3 2023.

  • Advisornet Financial reported no remaining FT Vest International Equity Buffer ETF September position as of Q3 2023 after selling out during the quarter.
  • Advisornet Financial sold 5,728 FT Vest International Equity Buffer ETF September shares in Q3 2023, an estimated $114K.
  • Advisornet Financial first reported a position in FT Vest International Equity Buffer ETF September in Q2 2023 and held it in 1 quarter.
  • Advisornet Financial's FT Vest International Equity Buffer ETF September position peaked at $114K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.