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Raymond James Financial Services Advisors’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Raymond James Financial Services Advisors’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.77M Buy
121,410
+20,277
+20% +$449K ﹤0.01% 1547
2024
Q2 		$2.18M Buy
101,133
+836
+0.8% +$18K ﹤0.01% 1615
2024
Q1 		$2.17M Buy
100,297
+31,550
+46% +$659K ﹤0.01% 1600
2023
Q4 		$1.43M Buy
+68,747
New +$1.35M ﹤0.01% 1760
2023
Q1 		– Sell
-34,362
Closed -$617K – 3419
2022
Q4 		$617K Buy
34,362
+40
+0.1% +$687 ﹤0.01% 2146
2022
Q3 		$541K Buy
+34,322
New +$594K ﹤0.01% 2199

Other funds holding YSEP

LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its FT Vest International Equity Buffer ETF September (YSEP) stake by 20% in Q3 2024, buying an estimated $449K and bringing the position to 121,410 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Raymond James Financial Services Advisors first reported a position in YSEP in Q3 2022 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold YSEP as of Q3 2024.

  • Raymond James Financial Services Advisors held 121,410 shares of FT Vest International Equity Buffer ETF September worth $2.77M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 20,277 FT Vest International Equity Buffer ETF September shares in Q3 2024, an estimated $449K.
  • FT Vest International Equity Buffer ETF September made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1547 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q3 2022 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q3 2024.

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