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

NewEdge 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
2023
Q4 		– Sell
-12,818
Closed -$246K – 3891
2023
Q3 		$246K Buy
+12,818
New +$254K ﹤0.01% 1528

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

NewEdge Advisors's YSEP Position: Q4 2023 in Review

NewEdge Advisors sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q4 2023, closing a stake of 12,818 shares — an estimated $246K sold.

NewEdge Advisors first reported a position in YSEP in Q3 2023 and held it in 1 quarter. The position peaked at $246K in Q3 2023. 33 funds tracked by Wall St. Rank hold YSEP as of Q4 2023.

  • NewEdge Advisors reported no remaining FT Vest International Equity Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 12,818 FT Vest International Equity Buffer ETF September shares in Q4 2023, an estimated $246K.
  • NewEdge Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • NewEdge Advisors's FT Vest International Equity Buffer ETF September position peaked at $246K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q4 2023.

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