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

Lifeworks 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
2023
Q4 		– Sell
-10,248
Closed -$303K – 201
2023
Q3 		$303K Buy
+10,248
New +$305K 0.12% 147

Other funds holding GSEP

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Lifeworks Advisors's GSEP Position: Q4 2023 in Review

Lifeworks Advisors sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2023, closing a stake of 10,248 shares — an estimated $303K sold.

Lifeworks Advisors first reported a position in GSEP in Q3 2023 and held it in 1 quarter. The position peaked at $303K in Q3 2023. 51 funds tracked by Wall St. Rank hold GSEP as of Q4 2023.

  • Lifeworks Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 10,248 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2023, an estimated $303K.
  • Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Lifeworks Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $303K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2023.

Based on Lifeworks Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.