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Strategic Asset Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Strategic Asset 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
2022
Q3 		$141K Hold
4,575
– – 0.24% 67
2022
Q2 		$144K Buy
4,575
+620
+16% +$20.4K 0.23% 71
2022
Q1 		$138K Buy
3,955
+3,255
+465% +$112K 0.2% 77
2021
Q4 		$25K Buy
+700
New +$24.5K 0.03% 248

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

Strategic Asset Management's FOCT Position: Q3 2022 in Review

Strategic Asset Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q3 2022 at 4,575 shares worth $141K. The position accounts for 0.24% of the portfolio, ranked #67.

Strategic Asset Management first reported a position in FOCT in Q4 2021 and has held it in 4 quarters since. The position peaked at $144K in Q2 2022. 50 funds tracked by Wall St. Rank hold FOCT as of Q3 2022.

  • Strategic Asset Management held 4,575 shares of FT Vest US Equity Buffer ETF October worth $141K as of Q3 2022.
  • Strategic Asset Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q3 2022.
  • FT Vest US Equity Buffer ETF October made up 0.24% of Strategic Asset Management's portfolio in Q3 2022, its #67 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's FT Vest US Equity Buffer ETF October position peaked at $144K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.