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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$464K Sell
8,872
-361
-4% -$18.5K 0.02% 626
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

Kingswood Wealth Advisors's FOCT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 3.9% in Q2 2026, selling an estimated $18.5K and leaving 8,872 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #626.

Kingswood Wealth Advisors first reported a position in FOCT in Q4 2023 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

  • Kingswood Wealth Advisors held 8,872 shares of FT Vest US Equity Buffer ETF October worth $464K as of Q2 2026.
  • Kingswood Wealth Advisors sold 361 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $18.5K.
  • FT Vest US Equity Buffer ETF October made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #626 holding.
  • Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and has held it in 9 quarters since.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.