CAPTRUST Financial Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio GOCT Stock Details GOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Sell	31,506 -4,488	-12%	-$177K	﹤0.01%	1492
2025 Q4	$1.41M	Hold	35,994	–	–	﹤0.01%	1285
2025 Q3	$1.38M	Hold	35,994	–	–	﹤0.01%	1241
2025 Q2	$1.32M	Hold	35,994	–	–	﹤0.01%	1196
2025 Q1	$1.24M	Sell	35,994 -953	-3%	-$33.5K	﹤0.01%	1155
2024 Q4	$1.29M	Hold	36,947	–	–	﹤0.01%	1097
2024 Q3	$1.28M	Sell	36,947 -15	-0%	-$515	﹤0.01%	1046
2024 Q2	$1.26M	Hold	36,962	–	–	﹤0.01%	1029
2024 Q1	$1.24M	Hold	36,962	–	–	﹤0.01%	1014
2023 Q4	$1.2M	Buy	+36,962	New	+$1.16M	﹤0.01%	1168

Other funds holding GOCT

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's GOCT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 12% in Q1 2026, selling an estimated $177K and leaving 31,506 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

CAPTRUST Financial Advisors first reported a position in GOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

CAPTRUST Financial Advisors held 31,506 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.22M as of Q1 2026.
CAPTRUST Financial Advisors sold 4,488 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $177K.
FT Vest US Equity Moderate Buffer ETF October made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1492 holding.
CAPTRUST Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.41M in Q4 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.