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Legacy CG’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Legacy CG’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
2022
Q1 		– Sell
-124,288
Closed -$4.44M – 57
2021
Q4 		$4.44M Buy
+124,288
New +$4.36M 2.67% 10

Other funds holding FOCT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy CG's FOCT Position: Q1 2022 in Review

Legacy CG sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2022, closing a stake of 124,288 shares — an estimated $4.44M sold.

Legacy CG first reported a position in FOCT in Q4 2021 and held it in 1 quarter. The position peaked at $4.44M in Q4 2021. 54 funds tracked by Wall St. Rank hold FOCT as of Q1 2022.

  • Legacy CG reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Legacy CG sold 124,288 FT Vest US Equity Buffer ETF October shares in Q1 2022, an estimated $4.44M.
  • Legacy CG first reported a position in FT Vest US Equity Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Legacy CG's FT Vest US Equity Buffer ETF October position peaked at $4.44M in Q4 2021.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2022.

Based on Legacy CG's 13F filing for Q1 2022, filed 4 May 2022.