Cetera Advisor Networks’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Cetera Advisor Networks’s Portfolio DSEP Stock Details DSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.91M	Buy	50,138 +171	+0.3%	+$6.38K	0.01%	1046
2023 Q4	$1.82M	Buy	49,967 +28,950	+138%	+$1.01M	0.01%	1011
2023 Q3	$716K	Buy	+21,017	New	+$725K	﹤0.01%	1506
2023 Q1	–	Sell	-26,823	Closed	-$822K	–	2614
2022 Q4	$822K	Sell	26,823 -2,324	-8%	-$70.8K	0.01%	1289
2022 Q3	$856K	Buy	+29,147	New	+$890K	0.01%	954
2021 Q1	–	Sell	-14,854	Closed	-$462K	–	1492
2020 Q4	$462K	Buy	14,854 +2,000	+16%	+$61.1K	0.01%	822
2020 Q3	$385K	Buy	+12,854	New	+$382K	0.01%	812

Other funds holding DSEP

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Advisor Networks's DSEP Position: Q1 2024 in Review

Cetera Advisor Networks increased its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.34% in Q1 2024, buying an estimated $6.38K and bringing the position to 50,138 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1046.

Cetera Advisor Networks first reported a position in DSEP in Q3 2020 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold DSEP as of Q1 2024.

Cetera Advisor Networks held 50,138 shares of FT Vest US Equity Deep Buffer ETF September worth $1.91M as of Q1 2024.
Cetera Advisor Networks bought 171 FT Vest US Equity Deep Buffer ETF September shares in Q1 2024, an estimated $6.38K.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1046 holding.
Cetera Advisor Networks first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2020 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.