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Cetera Advisor Networks’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Cetera Advisor Networks’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.4M Sell
41,336
-60,215
-59% -$1.98M 0.01% 1231
2023
Q4 		$3.26M Sell
101,551
-7,968
-7% -$245K 0.02% 763
2023
Q3 		$3.28M Buy
+109,519
New +$3.34M 0.02% 700

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Cetera Advisor Networks reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 59% in Q1 2024, selling an estimated $1.98M and leaving 41,336 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1231.

Cetera Advisor Networks first reported a position in GJUL in Q3 2023 and has held it in 3 quarters since. The position peaked at $3.28M in Q3 2023. 73 funds tracked by Wall St. Rank hold GJUL as of Q1 2024.

  • Cetera Advisor Networks held 41,336 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.4M as of Q1 2024.
  • Cetera Advisor Networks sold 60,215 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2024, an estimated $1.98M.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1231 holding.
  • Cetera Advisor Networks first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's FT Vest US Equity Moderate Buffer ETF July position peaked at $3.28M in Q3 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2024.

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