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

Foundations Investment 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
Q2 		$1.71M Sell
41,171
-1,294
-3% -$52.8K 0.02% 444
2026
Q1 		$1.64M Sell
42,465
-427
-1% -$16.8K 0.02% 412
2025
Q4 		$1.69M Sell
42,892
-141
-0.3% -$5.48K 0.02% 388
2025
Q3 		$1.65M Sell
43,033
-452
-1% -$16.9K 0.02% 348
2025
Q2 		$1.59M Buy
+43,485
New +$1.52M 0.03% 340
2025
Q1 		– Sell
-6,583
Closed -$230K – 884
2024
Q4 		$230K Buy
6,583
+347
+6% +$12.1K ﹤0.01% 754
2024
Q3 		$216K Hold
6,236
– – ﹤0.01% 750
2024
Q2 		$213K Hold
6,236
– – 0.01% 708
2024
Q1 		$208K Sell
6,236
-2,687
-30% -$88.4K 0.01% 671
2023
Q4 		$292K Buy
+8,923
New +$281K 0.01% 555

Other funds holding GOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Foundations Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 3% in Q2 2026, selling an estimated $52.8K and leaving 41,171 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #444.

Foundations Investment Advisors first reported a position in GOCT in Q4 2023 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

  • Foundations Investment Advisors held 41,171 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.71M as of Q2 2026.
  • Foundations Investment Advisors sold 1,294 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $52.8K.
  • FT Vest US Equity Moderate Buffer ETF October made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • Foundations Investment 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.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

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