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

Lifestyle Asset 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
Q2 		– Sell
-500,955
Closed -$17.6M – 93
2023
Q1 		$17.6M Buy
500,955
+8,398
+2% +$288K 11.74% 2
2022
Q4 		$16.3M Buy
+492,557
New +$16.2M 13.01% 2

Other funds holding FOCT

PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lifestyle Asset Management's FOCT Position: Q2 2023 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2023, closing a stake of 500,955 shares — an estimated $17.6M sold.

Lifestyle Asset Management first reported a position in FOCT in Q4 2022 and held it in 2 quarters. The position peaked at $17.6M in Q1 2023. 82 funds tracked by Wall St. Rank hold FOCT as of Q2 2023.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 500,955 FT Vest US Equity Buffer ETF October shares in Q2 2023, an estimated $17.6M.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Lifestyle Asset Management's FT Vest US Equity Buffer ETF October position peaked at $17.6M in Q1 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2023.

Based on Lifestyle Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.