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Cetera Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Cetera Advisors’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.03M Buy
61,433
+22,229
+57% +$718K 0.02% 814
2023
Q4 		$1.24M Buy
+39,204
New +$1.19M 0.02% 687

Other funds holding GSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Cetera Advisors's GSEP Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 57% in Q1 2024, buying an estimated $718K and bringing the position to 61,433 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #814.

Cetera Advisors first reported a position in GSEP in Q4 2023 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold GSEP as of Q1 2024.

  • Cetera Advisors held 61,433 shares of FT Vest US Equity Moderate Buffer ETF September worth $2.03M as of Q1 2024.
  • Cetera Advisors bought 22,229 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2024, an estimated $718K.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #814 holding.
  • Cetera Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2024.

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