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
Q3 		$360K Sell
8,922
-1,089
-11% -$43.5K ﹤0.01% 5373
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

Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Seven Hills Financial
Seven Hills Financial Tallahassee, Florida $166M AUM
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

LPL Financial's XOCT Position: Q3 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 11% in Q3 2026, selling an estimated $43.5K and leaving 8,922 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #5373.

LPL Financial first reported a position in XOCT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.93M in Q2 2024. 25 funds tracked by Wall St. Rank hold XOCT as of Q3 2026.

  • LPL Financial held 8,922 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $360K as of Q3 2026.
  • LPL Financial sold 1,089 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q3 2026, an estimated $43.5K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5373 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 11 quarters since.
  • LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $2.93M in Q2 2024.
  • 25 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.