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Raymond James Trust’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Raymond James Trust’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$409K Hold
11,200
– – 0.01% 880
2024
Q2 		$397K Hold
11,200
– – 0.01% 839
2024
Q1 		$386K Buy
+11,200
New +$377K 0.01% 840

Other funds holding GFEB

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Trust's GFEB Position: Q3 2024 in Review

Raymond James Trust held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q3 2024 at 11,200 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #880.

Raymond James Trust first reported a position in GFEB in Q1 2024 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold GFEB as of Q3 2024.

  • Raymond James Trust held 11,200 shares of FT Vest US Equity Moderate Buffer ETF February worth $409K as of Q3 2024.
  • Raymond James Trust left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q3 2024.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #880 holding.
  • Raymond James Trust first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.