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FinTrust Capital Advisors’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

FinTrust Capital Advisors’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$146K Hold
6,385
– – 0.02% 363
2024
Q2 		$138K Hold
6,385
– – 0.03% 348
2024
Q1 		$138K Hold
6,385
– – 0.03% 339
2023
Q4 		$132K Buy
+6,385
New +$125K 0.03% 323

Other funds holding YSEP

LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FinTrust Capital Advisors's YSEP Position: Q3 2024 in Review

FinTrust Capital Advisors held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q3 2024 at 6,385 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #363.

FinTrust Capital Advisors first reported a position in YSEP in Q4 2023 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold YSEP as of Q3 2024.

  • FinTrust Capital Advisors held 6,385 shares of FT Vest International Equity Buffer ETF September worth $146K as of Q3 2024.
  • FinTrust Capital Advisors left its FT Vest International Equity Buffer ETF September share count unchanged in Q3 2024.
  • FT Vest International Equity Buffer ETF September made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #363 holding.
  • FinTrust Capital Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q4 2023 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.