Axxcess Wealth Management
FOCT icon

Axxcess Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Axxcess Wealth Management’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
2023
Q4 		– Sell
-8,827
Closed -$322K – 876
2023
Q3 		$322K Buy
+8,827
New +$334K 0.01% 581

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Axxcess Wealth Management's FOCT Position: Q4 2023 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q4 2023, closing a stake of 8,827 shares — an estimated $322K sold.

Axxcess Wealth Management first reported a position in FOCT in Q3 2023 and held it in 1 quarter. The position peaked at $322K in Q3 2023. 97 funds tracked by Wall St. Rank hold FOCT as of Q4 2023.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,827 FT Vest US Equity Buffer ETF October shares in Q4 2023, an estimated $322K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $322K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.