B. Riley Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

B. Riley 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
2022 Q2	$1.36M	Hold	43,221	–	–	0.14%	140
2022 Q1	$1.51M	Hold	43,221	–	–	0.12%	167
2021 Q4	$1.54M	Buy	43,221 +33,221	+332%	+$1.16M	0.11%	180
2021 Q3	$343K	Buy	+10,000	New	+$342K	0.03%	422

Other funds holding FOCT

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

B. Riley Wealth Management's FOCT Position: Q2 2022 in Review

B. Riley Wealth Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2022 at 43,221 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #140.

B. Riley Wealth Management first reported a position in FOCT in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.54M in Q4 2021. 51 funds tracked by Wall St. Rank hold FOCT as of Q2 2022.

B. Riley Wealth Management held 43,221 shares of FT Vest US Equity Buffer ETF October worth $1.36M as of Q2 2022.
B. Riley Wealth Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2022.
FT Vest US Equity Buffer ETF October made up 0.14% of B. Riley Wealth Management's portfolio in Q2 2022, its #140 holding.
B. Riley Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q3 2021 and has held it in 4 quarters since.
B. Riley Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $1.54M in Q4 2021.
51 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.