Larson Financial Group’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Larson Financial Group’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	$16.3K	Sell	341 -151	-31%	-$7.39K	﹤0.01%	1962
2025 Q4	$24.1K	Hold	492	–	–	﹤0.01%	1605
2025 Q3	$23.4K	Sell	492 -341	-41%	-$15.7K	﹤0.01%	1547
2025 Q2	$37.3K	Hold	833	–	–	﹤0.01%	1186
2025 Q1	$34.6K	Sell	833 -227	-21%	-$9.73K	﹤0.01%	1162
2024 Q4	$45.2K	Hold	1,060	–	–	﹤0.01%	933
2024 Q3	$44.8K	Hold	1,060	–	–	﹤0.01%	940
2024 Q2	$44K	Hold	1,060	–	–	﹤0.01%	843
2024 Q1	$43K	Sell	1,060 -791	-43%	-$31.4K	﹤0.01%	724
2023 Q4	$72K	Hold	1,851	–	–	0.01%	555
2023 Q3	$67.6K	Sell	1,851 -115	-6%	-$4.35K	0.01%	537
2023 Q2	$74.2K	Hold	1,966	–	–	0.01%	473
2023 Q1	$68.9K	Sell	1,966 -579	-23%	-$19.8K	0.01%	487
2022 Q4	$84K	Sell	2,545 -341	-12%	-$11.2K	0.01%	432
2022 Q3	$89K	Sell	2,886 -138,279	-98%	-$4.54M	0.01%	372
2022 Q2	$4.45M	Sell	141,165 -2,419	-2%	-$79.8K	0.77%	30
2022 Q1	$5.02M	Sell	143,584 -28	-0%	-$967	0.8%	27
2021 Q4	$5.13M	Buy	+143,612	New	+$5.03M	0.81%	29

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFG

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 $9.98B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Larson Financial Group's FOCT Position: Q1 2026 in Review

Larson Financial Group reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 31% in Q1 2026, selling an estimated $7.39K and leaving 341 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Larson Financial Group first reported a position in FOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.13M in Q4 2021. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

Larson Financial Group held 341 shares of FT Vest US Equity Buffer ETF October worth $16.3K as of Q1 2026.
Larson Financial Group sold 151 FT Vest US Equity Buffer ETF October shares in Q1 2026, an estimated $7.39K.
FT Vest US Equity Buffer ETF October made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1962 holding.
Larson Financial Group first reported a position in FT Vest US Equity Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
Larson Financial Group's FT Vest US Equity Buffer ETF October position peaked at $5.13M in Q4 2021.
137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.