Valtinson Bruner Financial Planning LLC Cuts Stock Position in FT Vest U.S. Equity Buffer ETF October (BATS:FOCT)

Valtinson Bruner Financial Planning LLC lessened its stake in shares of FT Vest U.S. Equity Buffer ETF October (BATS:FOCT) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,459 shares of the company’s stock after selling 528 shares during the quarter. FT Vest U.S. Equity Buffer ETF October comprises approximately 1.6% of Valtinson Bruner Financial Planning LLC’s portfolio, making the stock its 19th biggest position. Valtinson Bruner Financial Planning LLC owned about 1.15% of FT Vest U.S. Equity Buffer ETF October worth $3,168,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Ifrah Financial Services Inc. purchased a new stake in shares of FT Vest U.S. Equity Buffer ETF October during the fourth quarter worth approximately $398,000. Kestra Private Wealth Services LLC raised its position in FT Vest U.S. Equity Buffer ETF October by 17.7% in the fourth quarter. Kestra Private Wealth Services LLC now owns 24,568 shares of the company’s stock worth $955,000 after acquiring an additional 3,700 shares in the last quarter. Legacy Capital Wealth Partners LLC purchased a new position in FT Vest U.S. Equity Buffer ETF October in the fourth quarter worth $7,116,000. CWM LLC raised its position in FT Vest U.S. Equity Buffer ETF October by 512.0% in the fourth quarter. CWM LLC now owns 306,647 shares of the company’s stock worth $11,926,000 after acquiring an additional 256,539 shares in the last quarter. Finally, Octavia Wealth Advisors LLC grew its holdings in FT Vest U.S. Equity Buffer ETF October by 8.1% in the fourth quarter. Octavia Wealth Advisors LLC now owns 11,049 shares of the company’s stock valued at $430,000 after purchasing an additional 831 shares during the last quarter.

FT Vest U.S. Equity Buffer ETF October Price Performance

Shares of FOCT traded up $0.02 during trading hours on Thursday, reaching $40.79. 12,577 shares of the company traded hands. The company has a market cap of $543.73 million, a PE ratio of 23.81 and a beta of 0.64. The company’s fifty day moving average price is $40.34 and its two-hundred day moving average price is $39.12.

FT Vest U.S. Equity Buffer ETF October Profile

The FT Cboe Vest U.S. Equity Buffer ETF – October (FOCT) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPY over a specific holdings period. The actively-managed fund holds options and collateral. FOCT was launched on Oct 16, 2020 and is managed by First Trust.