WealthPLAN Partners’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

WealthPLAN Partners’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	-89,956	Closed	-$3.83M	–	251
2024 Q4	$3.83M	Buy	+89,956	New	+$3.84M	0.54%	62
2022 Q1	–	Sell	-23,105	Closed	-$804K	–	390
2021 Q4	$804K	Sell	23,105 -801	-3%	-$28.1K	0.05%	198
2021 Q3	$842K	Buy	+23,906	New	+$818K	0.06%	188

Other funds holding FOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WealthPLAN Partners's FOCT Position: Q1 2025 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2025, closing a stake of 89,956 shares — an estimated $3.83M sold.

WealthPLAN Partners first reported a position in FOCT in Q3 2021 and held it in 3 quarters. The position peaked at $3.83M in Q4 2024. 119 funds tracked by Wall St. Rank hold FOCT as of Q1 2025.

WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
WealthPLAN Partners sold 89,956 FT Vest US Equity Buffer ETF October shares in Q1 2025, an estimated $3.83M.
WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF October in Q3 2021 and held it in 3 quarters.
WealthPLAN Partners's FT Vest US Equity Buffer ETF October position peaked at $3.83M 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 Partners's 13F filing for Q1 2025, filed 12 May 2025.