CEDRUS’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

CEDRUS’s Portfolio XSEP Stock Details XSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$692K	Buy	+18,029	New	+$685K	0.26%	79

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CEDRUS's XSEP Position: Q3 2024 in Review

CEDRUS opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q3 2024: 18,029 shares worth $692K. The stake represents 0.26% of the portfolio and ranks #79 among its holdings.

61 funds tracked by Wall St. Rank hold XSEP as of Q3 2024.

CEDRUS held 18,029 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $692K as of Q3 2024.
FT Vest US Equity Enhance & Moderate Buffer ETF September was a new CEDRUS position in Q3 2024.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.26% of CEDRUS's portfolio in Q3 2024, its #79 holding.
61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.