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Cetera Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Cetera Advisors’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$9.68M Sell
281,105
-182,441
-39% -$6.14M 0.08% 259
2023
Q4 		$15.3M Buy
463,546
+29,622
+7% +$938K 0.21% 102
2023
Q3 		$13.4M Buy
433,924
+42,143
+11% +$1.32M 0.21% 107
2023
Q2 		$12.2M Buy
391,781
+45,518
+13% +$1.37M 0.19% 115
2023
Q1 		$10.2M Buy
+346,263
New +$10M 0.17% 130

Other funds holding GFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cetera Advisors's GFEB Position: Q1 2024 in Review

Cetera Advisors reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 39% in Q1 2024, selling an estimated $6.14M and leaving 281,105 shares worth $9.68M. The position accounts for 0.08% of the portfolio, ranked #259.

Cetera Advisors first reported a position in GFEB in Q1 2023 and has held it in 5 quarters since. The position peaked at $15.3M in Q4 2023. 92 funds tracked by Wall St. Rank hold GFEB as of Q1 2024.

  • Cetera Advisors held 281,105 shares of FT Vest US Equity Moderate Buffer ETF February worth $9.68M as of Q1 2024.
  • Cetera Advisors sold 182,441 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2024, an estimated $6.14M.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #259 holding.
  • Cetera Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and has held it in 5 quarters since.
  • Cetera Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $15.3M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2024.

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