Carson Wealth (CWM LLC)
FOCT icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.73M Sell
99,239
-17,999
-15% -$881K 0.01% 837
2025
Q4 		$5.74M Buy
117,238
+23,610
+25% +$1.14M 0.02% 724
2025
Q3 		$4.45M Sell
93,628
-82,590
-47% -$3.8M 0.01% 766
2025
Q2 		$7.89M Sell
176,218
-2,150
-1% -$90.8K 0.03% 453
2025
Q1 		$7.4M Sell
178,368
-10,384
-6% -$445K 0.03% 420
2024
Q4 		$8.05M Buy
188,752
+108,594
+135% +$4.64M 0.03% 367
2024
Q3 		$3.39M Sell
80,158
-154,957
-66% -$6.48M 0.01% 546
2024
Q2 		$9.77M Sell
235,115
-15,881
-6% -$649K 0.05% 298
2024
Q1 		$10.2M Sell
250,996
-55,651
-18% -$2.21M 0.05% 287
2023
Q4 		$11.9M Buy
306,647
+256,539
+512% +$9.59M 0.06% 249
2023
Q3 		$1.83M Sell
50,108
-95
-0.2% -$3.59K 0.01% 565
2023
Q2 		$1.9M Sell
50,203
-81
-0.2% -$2.9K 0.01% 527
2023
Q1 		$1.76M Hold
50,284
– – 0.01% 504
2022
Q4 		$1.66M Sell
50,284
-4,212
-8% -$138K 0.01% 475
2022
Q3 		$1.68M Hold
54,496
– – 0.01% 444
2022
Q2 		$1.72M Hold
54,496
– – 0.01% 425
2022
Q1 		$1.91M Hold
54,496
– – 0.01% 412
2021
Q4 		$1.95M Buy
+54,496
New +$1.91M 0.01% 438
2021
Q2 		$2.24M Hold
65,965
– – 0.02% 396
2021
Q1 		$2.24M Hold
65,965
– – 0.02% 396
2020
Q4 		$2.24M Buy
+65,965
New +$2.02M 0.02% 396

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FOCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 15% in Q1 2026, selling an estimated $881K and leaving 99,239 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #837.

Carson Wealth (CWM LLC) first reported a position in FOCT in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.9M in Q4 2023. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99,239 shares of FT Vest US Equity Buffer ETF October worth $4.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,999 FT Vest US Equity Buffer ETF October shares in Q1 2026, an estimated $881K.
  • FT Vest US Equity Buffer ETF October made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #837 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF October in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF October position peaked at $11.9M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.