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LVZ Inc’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

LVZ Inc’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
Q2 		$217K Buy
+4,142
New +$212K 0.02% 162
2026
Q1 		– Sell
-4,142
Closed -$203K – 168
2025
Q4 		$203K Buy
+4,142
New +$200K 0.02% 161

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 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

LVZ Inc's FOCT Position: Q2 2026 in Review

LVZ Inc opened a new position in FT Vest US Equity Buffer ETF October (FOCT) in Q2 2026: 4,142 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: LVZ Inc previously reported a position in FOCT as recently as Q4 2025.

LVZ Inc first reported a position in FOCT in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

  • LVZ Inc held 4,142 shares of FT Vest US Equity Buffer ETF October worth $217K as of Q2 2026.
  • FT Vest US Equity Buffer ETF October was a new LVZ Inc position in Q2 2026.
  • FT Vest US Equity Buffer ETF October made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #162 holding.
  • LVZ Inc first reported a position in FT Vest US Equity Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.