LPL Financial
FOCT icon

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

LPL Financial’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 		$8.73M Sell
183,095
-58,328
-24% -$2.85M ﹤0.01% 2106
2025
Q4 		$11.8M Buy
241,423
+66,911
+38% +$3.24M ﹤0.01% 1779
2025
Q3 		$8.29M Buy
174,512
+23,446
+16% +$1.08M ﹤0.01% 2047
2025
Q2 		$6.76M Buy
151,066
+86,743
+135% +$3.66M ﹤0.01% 2061
2025
Q1 		$2.67M Buy
64,323
+2,448
+4% +$105K ﹤0.01% 2696
2024
Q4 		$2.64M Buy
61,875
+8,660
+16% +$370K ﹤0.01% 2618
2024
Q3 		$2.25M Sell
53,215
-834
-2% -$34.9K ﹤0.01% 2616
2024
Q2 		$2.25M Sell
54,049
-1,456
-3% -$59.5K ﹤0.01% 2502
2024
Q1 		$2.25M Buy
55,505
+10,751
+24% +$427K ﹤0.01% 2443
2023
Q4 		$1.74M Buy
44,754
+20,637
+86% +$771K ﹤0.01% 2539
2023
Q3 		$881K Buy
24,117
+15,050
+166% +$569K ﹤0.01% 3006
2023
Q2 		$342K Buy
9,067
+1,216
+15% +$43.6K ﹤0.01% 3738
2023
Q1 		$275K Buy
7,851
+667
+9% +$22.8K ﹤0.01% 3810
2022
Q4 		$237K Buy
+7,184
New +$236K ﹤0.01% 3851

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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 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 $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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's FOCT Position: Q1 2026 in Review

LPL Financial reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 24% in Q1 2026, selling an estimated $2.85M and leaving 183,095 shares worth $8.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

LPL Financial first reported a position in FOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • LPL Financial held 183,095 shares of FT Vest US Equity Buffer ETF October worth $8.73M as of Q1 2026.
  • LPL Financial sold 58,328 FT Vest US Equity Buffer ETF October shares in Q1 2026, an estimated $2.85M.
  • FT Vest US Equity Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2106 holding.
  • LPL Financial first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's FT Vest US Equity Buffer ETF October position peaked at $11.8M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.