Meridian Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Meridian Wealth 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
2026 Q1	$381K	Hold	7,983	–	–	0.01%	590
2025 Q4	$391K	Hold	7,983	–	–	0.01%	556
2025 Q3	$379K	Hold	7,983	–	–	0.01%	538
2025 Q2	$357K	Hold	7,983	–	–	0.02%	525
2025 Q1	$331K	Hold	7,983	–	–	0.02%	502
2024 Q4	$340K	Hold	7,983	–	–	0.02%	497
2024 Q3	$337K	Hold	7,983	–	–	0.02%	491
2024 Q2	$332K	Buy	+7,983	New	+$326K	0.04%	224
2024 Q1	–	Sell	-14,966	Closed	-$582K	–	310
2023 Q4	$582K	Buy	+14,966	New	+$559K	0.04%	353

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Cetera Investment Advisers

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AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return