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

Cetera Advisors’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 		$3.65M Buy
107,705
+26
+0% +$856 0.03% 572
2023
Q4 		$3.45M Buy
107,679
+34,418
+47% +$1.06M 0.05% 361
2023
Q3 		$2.19M Buy
+73,261
New +$2.24M 0.03% 435

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 $4.82B AUM 20.19% 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 $935M AUM 27.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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 Advisors's GJUL Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.02% in Q1 2024, buying an estimated $856 and bringing the position to 107,705 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #572.

Cetera Advisors first reported a position in GJUL in Q3 2023 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold GJUL as of Q1 2024.

  • Cetera Advisors held 107,705 shares of FT Vest US Equity Moderate Buffer ETF July worth $3.65M as of Q1 2024.
  • Cetera Advisors bought 26 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2024, an estimated $856.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #572 holding.
  • Cetera Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2024.

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