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

GDS 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
2023
Q3 		– Sell
-74,485
Closed -$2.81M – 126
2023
Q2 		$2.81M Buy
+74,485
New +$2.67M 0.46% 50

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 $85.1B AUM 27.35% 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 $672B AUM 33.48% 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 $65.2B AUM 31.44% 1-Year Est. Return

GDS Wealth Management's FOCT Position: Q3 2023 in Review

GDS Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2023, closing a stake of 74,485 shares — an estimated $2.81M sold.

GDS Wealth Management first reported a position in FOCT in Q2 2023 and held it in 1 quarter. The position peaked at $2.81M in Q2 2023. 75 funds tracked by Wall St. Rank hold FOCT as of Q3 2023.

  • GDS Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • GDS Wealth Management sold 74,485 FT Vest US Equity Buffer ETF October shares in Q3 2023, an estimated $2.81M.
  • GDS Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • GDS Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $2.81M in Q2 2023.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2023.

Based on GDS Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.