Number of Shares
538,297.00
Current Holdings Value*
$18.48 Mil
% of Portfolio
11.27%
Total Estimate Gain
$959,054.39
% of Total Estimate Gain
5.07%

HFG Wealth Management, LLC's FT Vest U.S. Equity Moderate Buffer ETF - October Holding Summary

As of 2025-06-30, HFG Wealth Management, LLC held 538,297.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - October(GOCT), totaling $18.48 Mil. This investment constitutes 11.27% of their stock portfolio, and HFG Wealth Management, LLC now holds 8.64% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - October(GOCT) stock.

The initial trade took place in 2025Q1. And since then HFG Wealth Management, LLC has made 2 purchases of GOCT, at an average price of $35.16, for a total of 538,297.00 shares. Based on historical transaction data and GOCT's current price of $36.94, HFG Wealth Management, LLC's estimated gain on his GOCT holdings is $959,054.39, reflecting a 5.07% gain to date.

HFG Wealth Management, LLC GOCT ($36.94) Holding Chart

HFG Wealth Management, LLC GOCT ($36.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1