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 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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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

Foundations Investment Advisors's GOCT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 1% in Q1 2026, selling an estimated $16.8K and leaving 42,465 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #412.

Foundations Investment Advisors first reported a position in GOCT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Foundations Investment Advisors held 42,465 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.64M as of Q1 2026.
Foundations Investment Advisors sold 427 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $16.8K.
FT Vest US Equity Moderate Buffer ETF October made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #412 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 9 quarters since.
Foundations Investment Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.69M 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.