Cary Street Partners Investment Advisory’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q1	–	Sell	-54,136	Closed	-$1.79M	–	1697
2022 Q4	$1.79M	Buy	+54,136	New	+$1.78M	0.13%	179

Other funds holding FOCT

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Cary Street Partners Investment Advisory's FOCT Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2023, closing a stake of 54,136 shares — an estimated $1.79M sold.

Cary Street Partners Investment Advisory first reported a position in FOCT in Q4 2022 and held it in 1 quarter. The position peaked at $1.79M in Q4 2022. 86 funds tracked by Wall St. Rank hold FOCT as of Q1 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 54,136 FT Vest US Equity Buffer ETF October shares in Q1 2023, an estimated $1.79M.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 1 quarter.
Cary Street Partners Investment Advisory's FT Vest US Equity Buffer ETF October position peaked at $1.79M in Q4 2022.
86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.