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

LPL Financial’s Portfolio GOCT Stock Details GOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24M	Buy	57,976 +3,290	+6%	+$129K	﹤0.01%	3395
2025 Q4	$2.15M	Buy	54,686 +15,649	+40%	+$609K	﹤0.01%	3347
2025 Q3	$1.5M	Buy	39,037 +9,599	+33%	+$359K	﹤0.01%	3603
2025 Q2	$1.08M	Buy	29,438 +6,031	+26%	+$210K	﹤0.01%	3685
2025 Q1	$804K	Buy	23,407 +4,328	+23%	+$152K	﹤0.01%	3741
2024 Q4	$668K	Buy	19,079 +822	+5%	+$28.8K	﹤0.01%	3837
2024 Q3	$633K	Hold	18,257	–	–	﹤0.01%	3801
2024 Q2	$623K	Buy	18,257 +93	+0.5%	+$3.13K	﹤0.01%	3676
2024 Q1	$607K	Buy	+18,164	New	+$598K	﹤0.01%	3612

Other funds holding GOCT

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

LPL Financial's GOCT Position: Q1 2026 in Review

LPL Financial increased its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 6% in Q1 2026, buying an estimated $129K and bringing the position to 57,976 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

LPL Financial first reported a position in GOCT in Q1 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

LPL Financial held 57,976 shares of FT Vest US Equity Moderate Buffer ETF October worth $2.24M as of Q1 2026.
LPL Financial bought 3,290 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $129K.
FT Vest US Equity Moderate Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3395 holding.
LPL Financial first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q1 2024 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

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