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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

Other funds holding FOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 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 $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Beaumont Financial Advisors's FOCT Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2022, closing a stake of 469,384 shares — an estimated $16.4M sold.

Beaumont Financial Advisors first reported a position in FOCT in Q1 2022 and held it in 1 quarter. The position peaked at $16.4M in Q1 2022. 51 funds tracked by Wall St. Rank hold FOCT as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 469,384 FT Vest US Equity Buffer ETF October shares in Q2 2022, an estimated $16.4M.
  • Beaumont Financial Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q1 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's FT Vest US Equity Buffer ETF October position peaked at $16.4M in Q1 2022.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.