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

Raymond James Financial Services 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
2024
Q3 		$25.7M Buy
742,905
+295,998
+66% +$10.1M 0.03% 450
2024
Q2 		$15.1M Sell
446,907
-25,648
-5% -$852K 0.02% 630
2024
Q1 		$15.6M Buy
+472,555
New +$15.3M 0.02% 614

Other funds holding GSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 66% in Q3 2024, buying an estimated $10.1M and bringing the position to 742,905 shares worth $25.7M. The position accounts for 0.03% of the portfolio, ranked #450.

Raymond James Financial Services Advisors first reported a position in GSEP in Q1 2024 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold GSEP as of Q3 2024.

  • Raymond James Financial Services Advisors held 742,905 shares of FT Vest US Equity Moderate Buffer ETF September worth $25.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 295,998 FT Vest US Equity Moderate Buffer ETF September shares in Q3 2024, an estimated $10.1M.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #450 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q1 2024 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2024.

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