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

Legacy Capital 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
2024
Q3 		– Sell
-156,369
Closed -$6.5M – 367
2024
Q2 		$6.5M Buy
+156,369
New +$6.39M 1.65% 14
2024
Q1 		– Sell
-182,981
Closed -$7.12M – 187
2023
Q4 		$7.12M Buy
+182,981
New +$6.84M 2.02% 11

Other funds holding FOCT

MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Capital Wealth Partners's FOCT Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2024, closing a stake of 156,369 shares — an estimated $6.5M sold.

Legacy Capital Wealth Partners first reported a position in FOCT in Q4 2023 and held it in 2 quarters. The position peaked at $7.12M in Q4 2023. 94 funds tracked by Wall St. Rank hold FOCT as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 156,369 FT Vest US Equity Buffer ETF October shares in Q3 2024, an estimated $6.5M.
  • Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's FT Vest US Equity Buffer ETF October position peaked at $7.12M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.