MHS
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M Holdings Securities’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

M Holdings Securities’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
2021
Q2 		– Sell
-6,975
Closed -$229K – 321
2021
Q1 		$229K Buy
+6,975
New +$223K 0.02% 442

Other funds holding FOCT

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

M Holdings Securities's FOCT Position: Q2 2021 in Review

M Holdings Securities sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2021, closing a stake of 6,975 shares — an estimated $229K sold.

M Holdings Securities first reported a position in FOCT in Q1 2021 and held it in 1 quarter. The position peaked at $229K in Q1 2021. 30 funds tracked by Wall St. Rank hold FOCT as of Q2 2021.

  • M Holdings Securities reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 6,975 FT Vest US Equity Buffer ETF October shares in Q2 2021, an estimated $229K.
  • M Holdings Securities first reported a position in FT Vest US Equity Buffer ETF October in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's FT Vest US Equity Buffer ETF October position peaked at $229K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.