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Onyx Bridge Wealth Group’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		– Sell
-44,703
Closed -$1.46M – 185
2022
Q2 		$1.46M Hold
44,703
– – 0.65% 19
2022
Q1 		$1.49M Buy
+44,703
New +$1.54M 0.56% 21

Other funds holding FOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Onyx Bridge Wealth Group's FOCT Position: Q3 2022 in Review

Onyx Bridge Wealth Group sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2022, closing a stake of 44,703 shares — an estimated $1.46M sold.

Onyx Bridge Wealth Group first reported a position in FOCT in Q1 2022 and held it in 2 quarters. The position peaked at $1.49M in Q1 2022. 50 funds tracked by Wall St. Rank hold FOCT as of Q3 2022.

  • Onyx Bridge Wealth Group reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 44,703 FT Vest US Equity Buffer ETF October shares in Q3 2022, an estimated $1.46M.
  • Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Buffer ETF October in Q1 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's FT Vest US Equity Buffer ETF October position peaked at $1.49M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2022, filed 13 Oct 2022.