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McCarthy & Cox’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

McCarthy & Cox’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
2025
Q2 		– Sell
-5,098
Closed -$212K – 69
2025
Q1 		$212K Sell
5,098
-139,289
-96% -$5.97M 0.09% 58
2024
Q4 		$6.16M Buy
144,387
+7,162
+5% +$306K 2.14% 17
2024
Q3 		$5.8M Hold
137,225
– – 2.22% 16
2024
Q2 		$5.7M Hold
137,225
– – 2.19% 18
2024
Q1 		$5.57M Buy
+137,225
New +$5.45M 2.1% 18

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
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McCarthy & Cox's FOCT Position: Q2 2025 in Review

McCarthy & Cox sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2025, closing a stake of 5,098 shares — an estimated $212K sold.

McCarthy & Cox first reported a position in FOCT in Q1 2024 and held it in 5 quarters. The position peaked at $6.16M in Q4 2024. 116 funds tracked by Wall St. Rank hold FOCT as of Q2 2025.

  • McCarthy & Cox reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • McCarthy & Cox sold 5,098 FT Vest US Equity Buffer ETF October shares in Q2 2025, an estimated $212K.
  • McCarthy & Cox first reported a position in FT Vest US Equity Buffer ETF October in Q1 2024 and held it in 5 quarters.
  • McCarthy & Cox's FT Vest US Equity Buffer ETF October position peaked at $6.16M in Q4 2024.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2025.

Based on McCarthy & Cox's 13F filing for Q2 2025, filed 15 Jul 2025.