RJFSA
SFEB

Raymond James Financial Services Advisors’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SFEB Stock Details SFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$11.1M Sell
522,087
-21,394
-4% -$444K 0.01% 819
2024
Q2 		$10.9M Buy
543,481
+24,341
+5% +$486K 0.02% 779
2024
Q1 		$10.6M Buy
+519,140
New +$10.4M 0.02% 782

Other funds holding SFEB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 3.9% in Q3 2024, selling an estimated $444K and leaving 522,087 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #819.

Raymond James Financial Services Advisors first reported a position in SFEB in Q1 2024 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold SFEB as of Q3 2024.

  • Raymond James Financial Services Advisors held 522,087 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $11.1M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 21,394 FT Vest US Small Cap Moderate Buffer ETF February shares in Q3 2024, an estimated $444K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #819 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2024 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q3 2024.

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