SFPG
FOCT icon

Stonebridge Financial Planning Group’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Stonebridge Financial Planning 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
Q1 		– Sell
-30
Closed -$1K – 198
2021
Q4 		$1K Hold
30
– – ﹤0.01% 396
2021
Q3 		$1K Buy
+30
New +$1.03K ﹤0.01% 400

Other funds holding FOCT

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonebridge Financial Planning Group's FOCT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in FOCT in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 54 funds tracked by Wall St. Rank hold FOCT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 30 FT Vest US Equity Buffer ETF October shares in Q1 2022, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Buffer ETF October in Q3 2021 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's FT Vest US Equity Buffer ETF October position peaked at $1K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.