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LeClair Wealth Partners’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

LeClair Wealth Partners’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
-285,025
Closed -$12.2M – 101
2024
Q4 		$12.2M Buy
+285,025
New +$12.2M 8.1% 2

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Cetera Investment Advisers
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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

LeClair Wealth Partners's FOCT Position: Q1 2025 in Review

LeClair Wealth Partners sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2025, closing a stake of 285,025 shares — an estimated $12.2M sold.

LeClair Wealth Partners first reported a position in FOCT in Q4 2024 and held it in 1 quarter. The position peaked at $12.2M in Q4 2024. 119 funds tracked by Wall St. Rank hold FOCT as of Q1 2025.

  • LeClair Wealth Partners reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • LeClair Wealth Partners sold 285,025 FT Vest US Equity Buffer ETF October shares in Q1 2025, an estimated $12.2M.
  • LeClair Wealth Partners first reported a position in FT Vest US Equity Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • LeClair Wealth Partners's FT Vest US Equity Buffer ETF October position peaked at $12.2M in Q4 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2025.

Based on LeClair Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.