Cedar Brook Financial Partners’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-7,352	Closed	-$298K	–	154
2024 Q1	$298K	Sell	7,352 -3,020	-29%	-$120K	0.06%	317
2023 Q4	$405K	Sell	10,372 -6,548	-39%	-$245K	0.09%	226
2023 Q3	$618K	Sell	16,920 -657	-4%	-$24.8K	0.16%	142
2023 Q2	$663K	Hold	17,577	–	–	0.16%	145
2023 Q1	$616K	Hold	17,577	–	–	0.16%	151
2022 Q4	$580K	Buy	+17,577	New	+$577K	0.16%	147

Other funds holding FOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

RJFSA

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Cedar Brook Financial Partners's FOCT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2024, closing a stake of 7,352 shares — an estimated $298K sold.

Cedar Brook Financial Partners first reported a position in FOCT in Q4 2022 and held it in 6 quarters. The position peaked at $663K in Q2 2023. 97 funds tracked by Wall St. Rank hold FOCT as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,352 FT Vest US Equity Buffer ETF October shares in Q2 2024, an estimated $298K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 6 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Buffer ETF October position peaked at $663K in Q2 2023.
97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.