DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

DHJJ Financial Advisors’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	$394K	Hold	7,527	–	–	0.11%	139
2026 Q1	$359K	Hold	7,527	–	–	0.12%	136
2025 Q4	$369K	Buy	7,527 +1,880	+33%	+$90.9K	0.12%	132
2025 Q3	$268K	Sell	5,647 -30	-0.5%	-$1.38K	0.09%	152
2025 Q2	$254K	Buy	5,677 +10	+0.2%	+$422	0.09%	152
2025 Q1	$235K	Hold	5,667	–	–	0.09%	146
2024 Q4	$242K	Sell	5,667 -115	-2%	-$4.91K	0.09%	145
2024 Q3	$244K	Sell	5,782 -1,250	-18%	-$52.3K	0.1%	141
2024 Q2	$292K	Hold	7,032	–	–	0.12%	122
2024 Q1	$285K	Hold	7,032	–	–	0.13%	115
2023 Q4	$273K	Buy	7,032 +855	+14%	+$32K	0.13%	114
2023 Q3	$226K	Sell	6,177 -4,783	-44%	-$181K	0.11%	121
2023 Q2	$414K	Sell	10,960 -50	-0.5%	-$1.79K	0.22%	90
2023 Q1	$386K	Hold	11,010	–	–	0.21%	91
2022 Q4	$363K	Buy	11,010 +3,615	+49%	+$119K	0.21%	95
2022 Q3	$228K	Hold	7,395	–	–	0.13%	117
2022 Q2	$233K	Hold	7,395	–	–	0.13%	119
2022 Q1	$259K	Hold	7,395	–	–	0.12%	113
2021 Q4	$264K	Buy	7,395 +1,000	+16%	+$35K	0.12%	115
2021 Q3	$220K	Hold	6,395	–	–	0.11%	118
2021 Q2	$217K	Hold	6,395	–	–	0.11%	115
2021 Q1	$210K	Hold	6,395	–	–	0.12%	106
2020 Q4	$202K	Buy	+6,395	New	+$196K	0.13%	101

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

DHJJ Financial Advisors's FOCT Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2026 at 7,527 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #139.

DHJJ Financial Advisors first reported a position in FOCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $414K in Q2 2023. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

DHJJ Financial Advisors held 7,527 shares of FT Vest US Equity Buffer ETF October worth $394K as of Q2 2026.
DHJJ Financial Advisors left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF October made up 0.11% of DHJJ Financial Advisors's portfolio in Q2 2026, its #139 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Buffer ETF October position peaked at $414K in Q2 2023.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.