EPG Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

EPG Wealth Management’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
2025 Q2	–	Sell	-137	Closed	-$5.69K	–	351
2025 Q1	$5.69K	Hold	137	–	–	﹤0.01%	388
2024 Q4	$5.84K	Hold	137	–	–	﹤0.01%	393
2024 Q3	$5.79K	Buy	+137	New	+$5.73K	﹤0.01%	389
2024 Q2	–	Sell	-137	Closed	-$5.6K	–	413
2024 Q1	$5.56K	Hold	137	–	–	﹤0.01%	407
2023 Q4	$5.43K	Hold	137	–	–	﹤0.01%	394
2023 Q3	$5K	Hold	137	–	–	﹤0.01%	391
2023 Q2	$5.17K	Hold	137	–	–	﹤0.01%	381
2023 Q1	$4.8K	Buy	+137	New	+$4.69K	﹤0.01%	389

Other funds holding FOCT

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EPG Wealth Management's FOCT Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2025, closing a stake of 137 shares — an estimated $5.69K sold.

EPG Wealth Management first reported a position in FOCT in Q1 2023 and held it in 8 quarters. The position peaked at $5.84K in Q4 2024. 116 funds tracked by Wall St. Rank hold FOCT as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 137 FT Vest US Equity Buffer ETF October shares in Q2 2025, an estimated $5.69K.
EPG Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q1 2023 and held it in 8 quarters.
EPG Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $5.84K in Q4 2024.
116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.