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Triumph Capital Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Triumph Capital 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
2021
Q3 		– Sell
-8,714
Closed -$297K – 202
2021
Q2 		$297K Buy
+8,714
New +$292K 0.17% 130

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PWM
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APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Triumph Capital Management's FOCT Position: Q3 2021 in Review

Triumph Capital Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q3 2021, closing a stake of 8,714 shares — an estimated $297K sold.

Triumph Capital Management first reported a position in FOCT in Q2 2021 and held it in 1 quarter. The position peaked at $297K in Q2 2021. 24 funds tracked by Wall St. Rank hold FOCT as of Q3 2021.

  • Triumph Capital Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q3 2021 after selling out during the quarter.
  • Triumph Capital Management sold 8,714 FT Vest US Equity Buffer ETF October shares in Q3 2021, an estimated $297K.
  • Triumph Capital Management first reported a position in FT Vest US Equity Buffer ETF October in Q2 2021 and held it in 1 quarter.
  • Triumph Capital Management's FT Vest US Equity Buffer ETF October position peaked at $297K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2021.

Based on Triumph Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.