BRWM
FOCT icon

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 		$1.36K Hold
43,221
– – ﹤0.01% 259
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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 $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

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 $1.36K 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 ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #259 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.