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WealthPlan Investment Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

WealthPlan Investment 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
2025
Q1 		– Sell
-156,445
Closed -$6.67M – 276
2024
Q4 		$6.67M Buy
+156,445
New +$6.68M 0.66% 58

Other funds holding FOCT

Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WealthPlan Investment Management's FOCT Position: Q1 2025 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2025, closing a stake of 156,445 shares — an estimated $6.67M sold.

WealthPlan Investment Management first reported a position in FOCT in Q4 2024 and held it in 1 quarter. The position peaked at $6.67M in Q4 2024. 119 funds tracked by Wall St. Rank hold FOCT as of Q1 2025.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 156,445 FT Vest US Equity Buffer ETF October shares in Q1 2025, an estimated $6.67M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Buffer ETF October position peaked at $6.67M in Q4 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.