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Cetera Advisors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Cetera Advisors’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$486K Buy
22,165
+11,207
+102% +$238K ﹤0.01% 1627
2023
Q4 		$233K Buy
+10,958
New +$217K ﹤0.01% 1563

Other funds holding SAUG

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors's SAUG Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 102% in Q1 2024, buying an estimated $238K and bringing the position to 22,165 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Cetera Advisors first reported a position in SAUG in Q4 2023 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold SAUG as of Q1 2024.

  • Cetera Advisors held 22,165 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $486K as of Q1 2024.
  • Cetera Advisors bought 11,207 FT Vest US Small Cap Moderate Buffer ETF August shares in Q1 2024, an estimated $238K.
  • FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1627 holding.
  • Cetera Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q1 2024.

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