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Action Point Financial Planning’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$2.21M Buy
+42,230
New +$2.16M 0.22% 97

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Action Point Financial Planning's FOCT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF October (FOCT) in Q2 2026: 42,230 shares worth $2.21M. The stake represents 0.22% of the portfolio and ranks #97 among its holdings.

142 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

  • Action Point Financial Planning held 42,230 shares of FT Vest US Equity Buffer ETF October worth $2.21M as of Q2 2026.
  • FT Vest US Equity Buffer ETF October was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Buffer ETF October made up 0.22% of Action Point Financial Planning's portfolio in Q2 2026, its #97 holding.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.