Financial Life Planners’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Financial Life Planners’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	$431K	Hold	8,249	–	–	0.28%	38
2026 Q1	$393K	Hold	8,249	–	–	0.3%	34
2025 Q4	$404K	Hold	8,249	–	–	0.29%	39
2025 Q3	$392K	Hold	8,249	–	–	0.26%	41
2025 Q2	$369K	Hold	8,249	–	–	0.3%	42
2025 Q1	$342K	Hold	8,249	–	–	0.33%	37
2024 Q4	$352K	Buy	+8,249	New	+$352K	0.29%	38

Other funds holding FOCT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Financial Life Planners's FOCT Position: Q2 2026 in Review

Financial Life Planners held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2026 at 8,249 shares worth $431K. The position accounts for 0.28% of the portfolio, ranked #38.

Financial Life Planners first reported a position in FOCT in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Financial Life Planners held 8,249 shares of FT Vest US Equity Buffer ETF October worth $431K as of Q2 2026.
Financial Life Planners left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF October made up 0.28% of Financial Life Planners's portfolio in Q2 2026, its #38 holding.
Financial Life Planners first reported a position in FT Vest US Equity Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.