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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

Other funds holding FOCT

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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.