Raymond James Financial Services Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$25.2M	Buy	+1,070,514	New	+$24.7M	0.03%	458

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial Services Advisors's BUFZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2024: 1,070,514 shares worth $25.2M. The stake represents 0.03% of the portfolio and ranks #458 among its holdings.

55 funds tracked by Wall St. Rank hold BUFZ as of Q3 2024.

Raymond James Financial Services Advisors held 1,070,514 shares of FT Vest Laddered Moderate Buffer ETF worth $25.2M as of Q3 2024.
FT Vest Laddered Moderate Buffer ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
FT Vest Laddered Moderate Buffer ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #458 holding.
55 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.