LPL Financial
XOCT icon

LPL Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

LPL Financial’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
10,011
+298
+3% +$11.6K ﹤0.01% 5235
2026
Q1 		$362K Sell
9,713
-358
-4% -$13.5K ﹤0.01% 5056
2025
Q4 		$380K Sell
10,071
-4,600
-31% -$171K ﹤0.01% 4963
2025
Q3 		$541K Sell
14,671
-5,746
-28% -$209K ﹤0.01% 4555
2025
Q2 		$730K Buy
20,417
+566
+3% +$19.4K ﹤0.01% 4038
2025
Q1 		$672K Buy
19,851
+4,927
+33% +$169K ﹤0.01% 3889
2024
Q4 		$511K Sell
14,924
-4,697
-24% -$160K ﹤0.01% 4069
2024
Q3 		$665K Sell
19,621
-68,256
-78% -$2.29M ﹤0.01% 3760
2024
Q2 		$2.93M Buy
87,877
+79,370
+933% +$2.62M ﹤0.01% 2280
2024
Q1 		$279K Buy
+8,507
New +$276K ﹤0.01% 4256

Other funds holding XOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LPL Financial's XOCT Position: Q2 2026 in Review

LPL Financial increased its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 3.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 10,011 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #5235.

LPL Financial first reported a position in XOCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q2 2024. 29 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • LPL Financial held 10,011 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $395K as of Q2 2026.
  • LPL Financial bought 298 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2026, an estimated $11.6K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5235 holding.
  • LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $2.93M in Q2 2024.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.