Fortress Private Ledger’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Fortress Private Ledger’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	$535K	Sell	13,860 -312	-2%	-$12.3K	0.17%	125
2025 Q4	$557K	Sell	14,172 -307	-2%	-$11.9K	0.18%	108
2025 Q3	$555K	Hold	14,479	–	–	0.2%	98
2025 Q2	$529K	Sell	14,479 -51	-0.4%	-$1.78K	0.24%	85
2025 Q1	$499K	Sell	14,530 -55	-0.4%	-$1.93K	0.28%	77
2024 Q4	$510K	Buy	+14,585	New	+$510K	0.31%	70

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 $1.36B AUM 13.96% 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

Fortress Private Ledger's GOCT Position: Q1 2026 in Review

Fortress Private Ledger reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 2.2% in Q1 2026, selling an estimated $12.3K and leaving 13,860 shares worth $535K. The position accounts for 0.17% of the portfolio, ranked #125.

Fortress Private Ledger first reported a position in GOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $557K in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Fortress Private Ledger held 13,860 shares of FT Vest US Equity Moderate Buffer ETF October worth $535K as of Q1 2026.
Fortress Private Ledger sold 312 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $12.3K.
FT Vest US Equity Moderate Buffer ETF October made up 0.17% of Fortress Private Ledger's portfolio in Q1 2026, its #125 holding.
Fortress Private Ledger first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's FT Vest US Equity Moderate Buffer ETF October position peaked at $557K 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 Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.