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

Raymond James Financial Services Advisors’s Portfolio SMAY Stock Details SMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$443K Buy
18,043
+4,240
+31% +$102K ﹤0.01% 2708
2024
Q2 		$322K Buy
+13,803
New +$316K ﹤0.01% 2827

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 31% in Q3 2024, buying an estimated $102K and bringing the position to 18,043 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Raymond James Financial Services Advisors first reported a position in SMAY in Q2 2024 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SMAY as of Q3 2024.

  • Raymond James Financial Services Advisors held 18,043 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $443K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,240 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2024, an estimated $102K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2708 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2024 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2024.

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