Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Kingswood Wealth 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 Q1	$440K	Sell	9,233 -62	-0.7%	-$3.03K	0.02%	585
2025 Q4	$455K	Buy	9,295 +3,350	+56%	+$162K	0.02%	547
2025 Q3	$282K	Hold	5,945	–	–	0.02%	654
2025 Q2	$266K	Hold	5,945	–	–	0.02%	610
2025 Q1	$247K	Sell	5,945 -3,151	-35%	-$135K	0.02%	613
2024 Q4	$388K	Buy	+9,096	New	+$389K	0.03%	523
2024 Q2	–	Sell	-5,843	Closed	-$237K	–	682
2024 Q1	$237K	Buy	5,843 +150	+3%	+$5.96K	0.03%	546
2023 Q4	$221K	Buy	+5,693	New	+$213K	0.03%	551

Other funds holding FOCT

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return