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Cypress Wealth Services’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Cypress Wealth Services’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
2021
Q2 		– Sell
-6,700
Closed -$220K – 274
2021
Q1 		$220K Hold
6,700
– – 0.05% 267
2020
Q4 		$212K Buy
+6,700
New +$205K 0.05% 264

Other funds holding FOCT

T
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VBFP
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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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cypress Wealth Services's FOCT Position: Q2 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2021, closing a stake of 6,700 shares — an estimated $220K sold.

Cypress Wealth Services first reported a position in FOCT in Q4 2020 and held it in 2 quarters. The position peaked at $220K in Q1 2021. 30 funds tracked by Wall St. Rank hold FOCT as of Q2 2021.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 6,700 FT Vest US Equity Buffer ETF October shares in Q2 2021, an estimated $220K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF October in Q4 2020 and held it in 2 quarters.
  • Cypress Wealth Services's FT Vest US Equity Buffer ETF October position peaked at $220K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.