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Clear Point Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Clear Point 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
2024
Q2 		– Sell
-2,187
Closed -$88.7K – 577
2024
Q1 		$88.7K Hold
2,187
– – 0.07% 152
2023
Q4 		$85.1K Buy
+2,187
New +$81.8K 0.08% 148

Other funds holding FOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Point Advisors's FOCT Position: Q2 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2024, closing a stake of 2,187 shares — an estimated $88.7K sold.

Clear Point Advisors first reported a position in FOCT in Q4 2023 and held it in 2 quarters. The position peaked at $88.7K in Q1 2024. 97 funds tracked by Wall St. Rank hold FOCT as of Q2 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,187 FT Vest US Equity Buffer ETF October shares in Q2 2024, an estimated $88.7K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Clear Point Advisors's FT Vest US Equity Buffer ETF October position peaked at $88.7K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2024.

Based on Clear Point Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.