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

GeoWealth 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
Q1 		– Sell
-1,452
Closed -$61.9K – 1324
2024
Q4 		$61.9K Buy
+1,452
New +$62K ﹤0.01% 1089
2022
Q4 		– Sell
-7,874
Closed -$243K – 368
2022
Q3 		$243K Buy
+7,874
New +$258K 0.03% 219

Other funds holding FOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

GeoWealth Management's FOCT Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2025, closing a stake of 1,452 shares — an estimated $61.9K sold.

GeoWealth Management first reported a position in FOCT in Q3 2022 and held it in 2 quarters. The position peaked at $243K in Q3 2022. 119 funds tracked by Wall St. Rank hold FOCT as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,452 FT Vest US Equity Buffer ETF October shares in Q1 2025, an estimated $61.9K.
  • GeoWealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q3 2022 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Buffer ETF October position peaked at $243K in Q3 2022.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.