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Sage Capital Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Sage Capital Advisors’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
2024
Q3 		– Sell
-11,121
Closed -$462K – 141
2024
Q2 		$462K Sell
11,121
-569
-5% -$23.2K 0.13% 97
2024
Q1 		$474K Buy
+11,690
New +$465K 0.14% 92
2022
Q4 		– Sell
-7,874
Closed -$243K – 131
2022
Q3 		$243K Buy
+7,874
New +$258K 0.12% 105

Other funds holding FOCT

MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sage Capital Advisors's FOCT Position: Q3 2024 in Review

Sage Capital Advisors sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2024, closing a stake of 11,121 shares — an estimated $462K sold.

Sage Capital Advisors first reported a position in FOCT in Q3 2022 and held it in 3 quarters. The position peaked at $474K in Q1 2024. 94 funds tracked by Wall St. Rank hold FOCT as of Q3 2024.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Sage Capital Advisors sold 11,121 FT Vest US Equity Buffer ETF October shares in Q3 2024, an estimated $462K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q3 2022 and held it in 3 quarters.
  • Sage Capital Advisors's FT Vest US Equity Buffer ETF October position peaked at $474K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2024.

Based on Sage Capital Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.