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Sequent Planning’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Sequent Planning’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
Q2 		– Sell
-7,681
Closed -$312K – 142
2024
Q1 		$312K Buy
+7,681
New +$305K 0.11% 112

Other funds holding FOCT

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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning's FOCT Position: Q2 2024 in Review

Sequent Planning sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2024, closing a stake of 7,681 shares — an estimated $312K sold.

Sequent Planning first reported a position in FOCT in Q1 2024 and held it in 1 quarter. The position peaked at $312K in Q1 2024. 97 funds tracked by Wall St. Rank hold FOCT as of Q2 2024.

  • Sequent Planning reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 7,681 FT Vest US Equity Buffer ETF October shares in Q2 2024, an estimated $312K.
  • Sequent Planning first reported a position in FT Vest US Equity Buffer ETF October in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's FT Vest US Equity Buffer ETF October position peaked at $312K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.