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

Cetera Advisor Networks’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 Q1	$604K	Buy	16,313 +2,076	+15%	+$75.7K	﹤0.01%	1796
2023 Q4	$511K	Buy	14,237 +6,450	+83%	+$224K	﹤0.01%	1861
2023 Q3	$264K	Buy	+7,787	New	+$266K	﹤0.01%	2222

Other funds holding XSEP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

MFA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

KIA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cetera Advisor Networks increased its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 15% in Q1 2024, buying an estimated $75.7K and bringing the position to 16,313 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Cetera Advisor Networks first reported a position in XSEP in Q3 2023 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold XSEP as of Q1 2024.

Cetera Advisor Networks held 16,313 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $604K as of Q1 2024.
Cetera Advisor Networks bought 2,076 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2024, an estimated $75.7K.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1796 holding.
Cetera Advisor Networks first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2023 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2024.

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