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Cetera Advisor Networks’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Cetera Advisor Networks’s Portfolio XISE Stock Details XISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$799K Buy
26,031
+8,148
+46% +$249K ﹤0.01% 1605
2023
Q4 		$550K Buy
+17,883
New +$542K ﹤0.01% 1802

Other funds holding XISE

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Cetera Advisor Networks increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 46% in Q1 2024, buying an estimated $249K and bringing the position to 26,031 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Cetera Advisor Networks first reported a position in XISE in Q4 2023 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold XISE as of Q1 2024.

  • Cetera Advisor Networks held 26,031 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $799K as of Q1 2024.
  • Cetera Advisor Networks bought 8,148 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2024, an estimated $249K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1605 holding.
  • Cetera Advisor Networks first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2024.

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