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Aurora Private Wealth’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Aurora Private Wealth’s Portfolio FOCT Stock Details FOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,472
Closed -$508K – 157
2022
Q3 		$508K Sell
16,472
-1,729
-9% -$56.7K 0.23% 72
2022
Q2 		$574K Hold
18,201
– – 0.26% 67
2022
Q1 		$637K Buy
18,201
+1,750
+11% +$60.4K 0.26% 68
2021
Q4 		$588K Buy
+16,451
New +$577K 0.26% 71

Other funds holding FOCT

3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aurora Private Wealth's FOCT Position: Q4 2022 in Review

Aurora Private Wealth sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q4 2022, closing a stake of 16,472 shares — an estimated $508K sold.

Aurora Private Wealth first reported a position in FOCT in Q4 2021 and held it in 4 quarters. The position peaked at $637K in Q1 2022. 86 funds tracked by Wall St. Rank hold FOCT as of Q4 2022.

  • Aurora Private Wealth reported no remaining FT Vest US Equity Buffer ETF October position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 16,472 FT Vest US Equity Buffer ETF October shares in Q4 2022, an estimated $508K.
  • Aurora Private Wealth first reported a position in FT Vest US Equity Buffer ETF October in Q4 2021 and held it in 4 quarters.
  • Aurora Private Wealth's FT Vest US Equity Buffer ETF October position peaked at $637K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.