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Beaumont Financial Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Beaumont Financial Advisors’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 		– Sell
-469,384
Closed -$16.4M – 320
2022
Q1 		$16.4M Buy
+469,384
New +$16.2M 1.25% 20

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Commonwealth Equity Services
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VBFP
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IA
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PWM
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Carson Wealth (CWM LLC)
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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 $930M AUM 16.6% 1-Year Est. Return