FMII
FOCT icon

Farmers & Merchants Investments Inc’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-278
Closed -$10.5K – 1781
2023
Q2 		$10.5K Buy
+278
New +$9.96K ﹤0.01% 624

Other funds holding FOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's FOCT Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2023, closing a stake of 278 shares — an estimated $10.5K sold.

Farmers & Merchants Investments Inc first reported a position in FOCT in Q2 2023 and held it in 1 quarter. The position peaked at $10.5K in Q2 2023. 75 funds tracked by Wall St. Rank hold FOCT as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 278 FT Vest US Equity Buffer ETF October shares in Q3 2023, an estimated $10.5K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest US Equity Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest US Equity Buffer ETF October position peaked at $10.5K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.