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Foundations Investment Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Foundations Investment 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 		$579K Sell
11,067
-536
-5% -$27.4K 0.01% 738
2026
Q1 		$553K Buy
11,603
+684
+6% +$33.5K 0.01% 683
2025
Q4 		$535K Buy
10,919
+4,321
+65% +$209K 0.01% 696
2025
Q3 		$313K Sell
6,598
-1,712
-21% -$78.8K ﹤0.01% 834
2025
Q2 		$372K Buy
+8,310
New +$351K 0.01% 673

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Foundations Investment Advisors's FOCT Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 4.6% in Q2 2026, selling an estimated $27.4K and leaving 11,067 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #738.

Foundations Investment Advisors first reported a position in FOCT in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

  • Foundations Investment Advisors held 11,067 shares of FT Vest US Equity Buffer ETF October worth $579K as of Q2 2026.
  • Foundations Investment Advisors sold 536 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $27.4K.
  • FT Vest US Equity Buffer ETF October made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #738 holding.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.