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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
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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Capital Analysts LLC's FOCT Position: Q1 2026 in Review

Capital Analysts LLC increased its FT Vest US Equity Buffer ETF October (FOCT) stake by 0.67% in Q1 2026, buying an estimated $29.7K and bringing the position to 91,522 shares worth $4.36M. 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 14 quarters since. The position peaked at $4.45M in Q4 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • Capital Analysts LLC held 91,522 shares of FT Vest US Equity Buffer ETF October worth $4.36M as of Q1 2026.
  • Capital Analysts LLC bought 606 FT Vest US Equity Buffer ETF October shares in Q1 2026, an estimated $29.7K.
  • FT Vest US Equity Buffer ETF October made up 0.11% of Capital Analysts LLC's portfolio in Q1 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 14 quarters since.
  • Capital Analysts LLC's FT Vest US Equity Buffer ETF October position peaked at $4.45M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.