Atria Investments’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Atria Investments’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	$200K	Sell	3,831 -155,692	-98%	-$7.96M	﹤0.01%	2067
2026 Q1	$7.61M	Buy	159,523 +2,751	+2%	+$135K	0.09%	253
2025 Q4	$7.68M	Buy	+156,772	New	+$7.58M	0.09%	255
2025 Q3	–	Sell	-50,039	Closed	-$2.24M	–	2061
2025 Q2	$2.24M	Buy	+50,039	New	+$2.11M	0.03%	678
2025 Q1	–	Sell	-22,146	Closed	-$944K	–	1929
2024 Q4	$944K	Buy	+22,146	New	+$946K	0.01%	1012
2024 Q3	–	Sell	-12,572	Closed	-$522K	–	1949
2024 Q2	$522K	Sell	12,572 -12,464	-50%	-$509K	0.01%	1275
2024 Q1	$1.02M	Buy	+25,036	New	+$995K	0.01%	953

Other funds holding FOCT

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Atria Investments's FOCT Position: Q2 2026 in Review

Atria Investments reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 98% in Q2 2026, selling an estimated $7.96M and leaving 3,831 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Atria Investments first reported a position in FOCT in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.68M in Q4 2025. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Atria Investments held 3,831 shares of FT Vest US Equity Buffer ETF October worth $200K as of Q2 2026.
Atria Investments sold 155,692 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $7.96M.
FT Vest US Equity Buffer ETF October made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2067 holding.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF October in Q1 2024 and has held it in 7 quarters since.
Atria Investments's FT Vest US Equity Buffer ETF October position peaked at $7.68M in Q4 2025.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.