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Freedom Investment Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Freedom Investment Management’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
Q1 		$750K Hold
15,740
– – 0.22% 44
2025
Q4 		$771K Hold
15,740
– – 0.22% 46
2025
Q3 		$748K Buy
+15,740
New +$724K 0.2% 58

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Cetera Investment Advisers
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Freedom Investment Management's FOCT Position: Q1 2026 in Review

Freedom Investment Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q1 2026 at 15,740 shares worth $750K. The position accounts for 0.22% of the portfolio, ranked #44.

Freedom Investment Management first reported a position in FOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $771K in Q4 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • Freedom Investment Management held 15,740 shares of FT Vest US Equity Buffer ETF October worth $750K as of Q1 2026.
  • Freedom Investment Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF October made up 0.22% of Freedom Investment Management's portfolio in Q1 2026, its #44 holding.
  • Freedom Investment Management first reported a position in FT Vest US Equity Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • Freedom Investment Management's FT Vest US Equity Buffer ETF October position peaked at $771K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.