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LifeWealth Investments’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

LifeWealth Investments’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 		– Sell
-4,166
Closed -$204K – 150
2025
Q4 		$204K Buy
+4,166
New +$201K 0.06% 152

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $586M AUM 22.63% 1-Year Est. Return

LifeWealth Investments's FOCT Position: Q1 2026 in Review

LifeWealth Investments sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q1 2026, closing a stake of 4,166 shares — an estimated $204K sold.

LifeWealth Investments first reported a position in FOCT in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 138 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • LifeWealth Investments reported no remaining FT Vest US Equity Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 4,166 FT Vest US Equity Buffer ETF October shares in Q1 2026, an estimated $204K.
  • LifeWealth Investments first reported a position in FT Vest US Equity Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • LifeWealth Investments's FT Vest US Equity Buffer ETF October position peaked at $204K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.