Raymond James Financial Services Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.36M	Sell	55,872 -4,620	-8%	-$109K	﹤0.01%	1962
2024 Q2	$1.4M	Sell	60,492 -33,508	-36%	-$774K	﹤0.01%	1877
2024 Q1	$2.18M	Buy	94,000 +18,776	+25%	+$420K	﹤0.01%	1598
2023 Q4	$1.66M	Buy	75,224 +26,508	+54%	+$550K	﹤0.01%	1670
2023 Q3	$991K	Buy	48,716 +16,323	+50%	+$343K	﹤0.01%	1914
2023 Q2	$687K	Buy	+32,393	New	+$681K	﹤0.01%	2155

Other funds holding YMAR

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 7.6% in Q3 2024, selling an estimated $109K and leaving 55,872 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Raymond James Financial Services Advisors first reported a position in YMAR in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.18M in Q1 2024. 51 funds tracked by Wall St. Rank hold YMAR as of Q3 2024.

Raymond James Financial Services Advisors held 55,872 shares of FT Vest International Equity Moderate Buffer ETF March worth $1.36M as of Q3 2024.
Raymond James Financial Services Advisors sold 4,620 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $109K.
FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1962 holding.
Raymond James Financial Services Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2023 and has held it in 6 quarters since.
Raymond James Financial Services Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $2.18M in Q1 2024.
51 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2024.

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