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Capital Analysts LLC’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Capital Analysts LLC’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 		$4.76M Sell
91,023
-499
-0.5% -$25.5K 0.11% 152
2026
Q1 		$4.36M Buy
91,522
+606
+0.7% +$29.7K 0.11% 152
2025
Q4 		$4.45M Buy
90,916
+3,770
+4% +$182K 0.12% 144
2025
Q3 		$4.14M Buy
87,146
+3,730
+4% +$172K 0.12% 151
2025
Q2 		$3.73M Buy
83,416
+5,966
+8% +$252K 0.12% 147
2025
Q1 		$3.21M Buy
77,450
+74,961
+3,012% +$3.21M 0.12% 151
2024
Q4 		$106K Buy
2,489
+409
+20% +$17.5K ﹤0.01% 596
2024
Q3 		$88K Sell
2,080
-20,572
-91% -$860K ﹤0.01% 602
2024
Q2 		$941K Hold
22,652
– – 0.04% 253
2024
Q1 		$919K Sell
22,652
-513
-2% -$20.4K 0.04% 253
2023
Q4 		$901K Buy
23,165
+21,830
+1,635% +$816K 0.05% 239
2023
Q3 		$49K Hold
1,335
– – ﹤0.01% 608
2023
Q2 		$50K Hold
1,335
– – ﹤0.01% 582
2023
Q1 		$47K Sell
1,335
-1,485
-53% -$50.8K ﹤0.01% 607
2022
Q4 		$93K Buy
+2,820
New +$92.6K 0.01% 515

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

Capital Analysts LLC's FOCT Position: Q2 2026 in Review

Capital Analysts LLC reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 0.55% in Q2 2026, selling an estimated $25.5K and leaving 91,023 shares worth $4.76M. The position accounts for 0.11% of the portfolio, ranked #152.

Capital Analysts LLC first reported a position in FOCT in Q4 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

  • Capital Analysts LLC held 91,023 shares of FT Vest US Equity Buffer ETF October worth $4.76M as of Q2 2026.
  • Capital Analysts LLC sold 499 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $25.5K.
  • FT Vest US Equity Buffer ETF October made up 0.11% of Capital Analysts LLC's portfolio in Q2 2026, its #152 holding.
  • Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.