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Tradition Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Tradition Wealth 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
2023
Q1 		– Sell
-304
Closed -$10K – 1299
2022
Q4 		$10K Buy
+304
New +$9.99K ﹤0.01% 908

Other funds holding FOCT

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LAM
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ACG
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Tradition Wealth Management's FOCT Position: Q1 2023 in Review

Tradition Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2023, closing a stake of 304 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in FOCT in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 86 funds tracked by Wall St. Rank hold FOCT as of Q1 2023.

  • Tradition Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 304 FT Vest US Equity Buffer ETF October shares in Q1 2023, an estimated $10K.
  • Tradition Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Tradition Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $10K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.