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Raymond James Financial Services Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.05M Sell
212,223
-371,803
-64% -$12.2M 0.01% 1044
2024
Q2 		$18.9M Sell
584,026
-76,875
-12% -$2.44M 0.03% 532
2024
Q1 		$20.9M Buy
+660,901
New +$20.4M 0.03% 492

Other funds holding GDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 64% in Q3 2024, selling an estimated $12.2M and leaving 212,223 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #1044.

Raymond James Financial Services Advisors first reported a position in GDEC in Q1 2024 and has held it in 3 quarters since. The position peaked at $20.9M in Q1 2024. 53 funds tracked by Wall St. Rank hold GDEC as of Q3 2024.

  • Raymond James Financial Services Advisors held 212,223 shares of FT Vest US Equity Moderate Buffer ETF December worth $7.05M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 371,803 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2024, an estimated $12.2M.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1044 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and has held it in 3 quarters since.
  • Raymond James Financial Services Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $20.9M in Q1 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2024.

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